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Getting Started

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.

Learn more about wills planner
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Learn More About Planning Your Will Online

Four Steps to Peace and Comfort Four Steps to Peace and Comfort

Welcome to the online Wills Planner. Our friends who have used this planner are very pleased to have the peace of mind that comes with having a plan. A good plan will provide for your family and protect both you and them.

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Family Family

This is the first of four Wills Planner sections. To complete this sections you will need to provide limited personal data in our secure system.

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Healthcare Healthcare

In this section, you will review your primary date and then designate a executor to manage your estate and a guardian for minor children.

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Finances Finances

The third section is Finances. When you click on Edit This Section, you may enter information for real estate, bank accounts, investments and other items. You can enter either a summary or an itemized record for your accounts.

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Estate Plan Options Estate Plan Options

This final section allows you to select estate options and pass the right inheritance at the right time to the right persons.

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Provide and Protect Provide and Protect

Watch this video for answers to your questions about topics related to planned giving. Another resource is the book, Provide and Protect.

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Gift Planner Gift Planner

One of the features of the Wills Planner is the ability to communicate directly with a Gift Planner. If you decide to take advantage of this option, you will have the opportunity to connect directly with a Gift Planner.

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GiftAttorney GiftAttorney

This Wills Planner is a wonderful way to gather your important information and maintain it. That's key to providing for and protecting your family. Your direct contact to a GiftAttorney will lead to completion of your will.

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Security Security

Learn how encryption protects you and your financial information on the Internet.

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