Wills Planner

Account Login

Account Login

Creating a plan for the future also creates peace of mind.

This Wills Planner contains a variety of resources to help you create or update your financial, healthcare and estate plans. Creating an account will allow you to move easily between topics and create a pdf document to share with your advisors.

Start by clicking on Login to Plan Your Will, then watch the videos to learn more about each step.

Learn More About Planning Your Will Online

Getting Started
Getting Started
A good estate plan will provide for and protect your family. The Wills Planner will help you conveniently and quickly gather the information you need to complete your plan. Follow these steps to get started.
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You and Your Family
Learn how to set your Wills Planner preferences. In this section, you can also begin entering data about you and your family members as well as some of your planning goals.
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Your Contacts and Healthcare
Your Contacts and Healthcare
Use the Wills Planner to select the individuals you want to manage your estate and who can manage your legal and healthcare decisions if you are unable to make these decisions yourself.
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Your Finances
Compile a complete list of your assets so your attorney can complete your plan and make provision on how these assets will be distributed to your loved ones.
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Your Estate Plan
Your Estate Plan
Select the right estate plan. The plan you choose will depend on several factors including the people and charities that you wish to include in your estate plan.
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Provide and Protect
Provide & Protect
Use the Wills Planner resources to find answers to some of the more common estate planning questions and concerns that people have. Provide and Protect is a great resource that can help you find the answers you need.
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Connecting with a Gift Planner
Connecting with a Gift Planner
Ask Trout Unlimited questions about estate planning and charitable giving. You do not have to share any information with us, but we are here to help you with the decision-making process.
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Connecting with a Gift Attorney
Connecting with a Gift Attorney
Share your Wills Planner information with a qualified estate planning attorney and other advisors who can then help you complete your estate plan.
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Making a PDF
Making a PDF
After completing your wills planner, you will want to create a file of the information you wish to share with your estate planning attorney. Build and save your Wills Planner PDF with these simple steps.
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