Estate Planning Resources

Links and Organizations to Help You Create a Solid Estate Plan

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Aging with Dignity
Aging with Dignity is a national non-profit organization with a mission to affirm and safeguard the human dignity of individuals as they age and to promote better care for those near the end of life.

Five Wishes
Five Wishes is an easy to complete Advance Directive document that can count as a Living Will in 40 states. It is a very popular option for creating an Advance Directive because it is written in everyday language and helps structure the important conversations around end of life issues.

AARP Estate Planning Resources
Articles and information on Estate Planning from AARP.

American Bar Association
The American Bar Association offers retirees an Estate Planning glossary, frequently asked questions and more.

National Academy of Elder Law Attorneys
Locate an attorney specializing in Elder Law or peruse their resources.

Better Business Bureau
Use the Better Business Bureau to research your Financial Planners, Lawyers and other advisors who may be assisting you with Estate Planning.

Nolo Press
Nolo Press has been in business since 1971 – offering books and software to help individuals create legal documents. They can also help you locate a lawyer.

Their Estate Planning resources are extensive.

Legacy Locker
Your will (or estate or trust) protects your car, your house, your retirement account, and all your other assets for you. It ensures these valuables make their way to your spouse, siblings, children, or other loved ones. But what happens to all the information you've stored on the Internet, from your email address(es) to your PayPal account to your Facebook profile?

Legacy Locker is a safe, secure repository for your vital digital property that lets you grant access to online assets for friends and loved ones in the event of loss, death, or disability.

Find a Financial Planner
NewRetirement can connect you to a prescreened Financial Planner who should be able to optimize your Estate for maximum wealth and tax efficiencies.

Is YOUR Estate in Order?

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Is it up to date?

Is it complete?

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