Start Here: Estate Planning Made Simple

If you’re not sure where to begin with estate planning, you’re in the right place. Estate planning can feel overwhelming, but it doesn’t have to be complicated or intimidating.

This page will walk you through the basics and guide you to the right information so you can understand your options and take the next step with confidence.

Who This Site Is For

This site is for individuals and families who want to protect their loved ones, understand how their assets will be handled, and make thoughtful decisions about the future.

Whether you’re just getting started or reviewing an existing plan, the guides on this site are designed to explain estate planning concepts in plain English — without pressure or jargon.

What Estate Planning Actually Involves

Estate planning is about more than just documents. It’s about deciding who will make decisions for you if you cannot, who will receive your assets, and how your family will be cared for after you’re gone.

A solid estate plan typically addresses property distribution, guardianship for children, incapacity planning, and ways to minimize stress and confusion for loved ones.

Where to Begin

Most people benefit from learning estate planning concepts in a specific order. We recommend starting with the following guides:

Step 1: Estate Planning Basics

Begin with Estate Planning Basics to understand what estate planning is, why it matters, and the core components of a complete plan. This guide provides the foundation for everything else.

Step 2: Wills

Next, read Wills to learn how wills work, what they can and cannot do, and how they fit into an overall estate plan. For many people, a will is the starting point.

Step 3: Trusts

Then explore Trusts to understand how trusts differ from wills, when they make sense, and how they can be used to avoid probate or provide greater control over asset distribution.

Do I Need a Will, a Trust, or Both?

There is no one-size-fits-all estate plan. Some people need only a will, others benefit from a trust, and many use both together.

The goal of these guides is to help you understand your options so you can make informed decisions — whether on your own or with the help of an estate planning attorney.

Estate Planning Is State-Specific

Laws around wills, trusts, and other estate planning documents vary from state to state. What works in one state might not be valid in another. That’s why it’s important to use resources and attorneys familiar with the laws in your state.

Our guides provide general information that applies nationwide, but you’ll find state-specific tips, forms, and attorney referrals in each state guide. Using the right state-specific documents ensures your plan is legally valid and effective.

Why State-Specific Planning Matters

  1. Legal Requirements Differ: Each state has its own rules for creating a valid will or trust.

  2. Taxes and Fees Vary: Estate, inheritance, and property taxes differ by state and can affect your plan.

  3. Healthcare and Financial Powers: Powers of attorney and health directives are governed by state law.

How to Get Started in Your State

  1. Select your state from our State Guides.

  2. Review the state-specific documents and instructions.

  3. Consult an attorney licensed in your state for complex situations or unique needs.

Starting with state-specific guidance ensures your estate plan will work as intended and give your family the protection they deserve.

Next Steps to Protect Your Family

Once you understand the basics and the state-specific requirements, it’s time to take action. Estate planning is not something to put off—starting now gives you peace of mind and ensures your wishes are followed.

Step 1: Review Your Situation

Consider your assets, family, and personal goals. Who would you want to inherit your property? Who should make decisions if you’re unable to? Understanding your priorities will guide your planning process.

Step 2: Choose the Right Documents

Decide which documents you need first: a will, a trust, or both. Don’t forget powers of attorney and healthcare directives. Our guides explain each document’s purpose and how they work together.

Step 3: Consult a Professional

While our guides provide valuable information, an estate planning attorney licensed in your state can tailor your plan to your situation and ensure compliance with state laws.

Step 4: Keep Your Plan Updated

Life changes—marriage, children, new assets, or moving to a different state—can affect your estate plan. Review and update your documents regularly to keep your plan current.

Where to Learn More

Explore our Guides Section to dive deeper:

Each guide is designed to give you practical, actionable steps so you can confidently move forward with your estate plan.

Need Help?

If you have questions or a complex situation, don’t wait. Reach out to a qualified estate planning attorney in your state. Protecting your family and your assets starts with taking the first step today.