Question 1 of 6
Who are you planning for?
Question 2 of 6
Which of these are already in place? Select all that apply.If you are not sure, leave it unselected. Not knowing is itself useful to find out.
Question 3 of 6
Have the beneficiaries on retirement accounts, life insurance, and bank accounts been checked recently?
Question 4 of 6
Is there a home or other real estate in this person's name?
Question 5 of 6
Are there minor children, or an adult who depends on this person for care or support?
Question 6 of 6
Is paying for long-term care, such as a nursing home, a concern?
Answer all 6 questions to see your list
Where to Start
Based on your answers. This is general education, not legal advice.
Requirements for wills, powers of attorney, and healthcare directives differ by state. Check your state guide, and talk with an attorney licensed in your state if your situation is complex.