Will Planning Wizard

Sixty percent of Americans die without a valid will, which usually means state laws take over and distribute their probate estates according to generic formulas that have nothing to do with the decedent's wishes.

Don't let that happen to you.

Plan your will using the Will Planning Wizard. It does not create a will or legal document, but will help you collect and organize your thoughts, information, and documents before you visit your attorney.

While some states allow you to compose your own will, it is wise to employ a qualified attorney. A will is one of the least-expensive legal documents, and a well-written one could save your heirs a lot of dollars and hassle.

To protect your identity, the Will Planning Wizard will not ask for your social security number. None of your information is captured by the wizard or stored on file. However, if you exit the Wizard before completing it, all of your information will be lost and you will have to start again.

Helpful Tips

  1. If you cannot answer some questions, simply leave the space blank.
  2. When finished, the Wizard will generate a Microsoft Word document with your information organized. Save it to your computer (File > Save As, and choose Desktop).
  3. If you wish to complete the guide by hand,
    download a PDF.

For more information, Contact Us.