Estate Planning Learning Center
Clear, practical videos to help you understand wills, trusts, powers of attorney, healthcare directives, and the estate planning mistakes families make every day.
Looking for state-specific guidance? Visit your state page for videos, resources, and attorney information.
A better way to learn estate planning
Estate planning can feel overwhelming, especially when you are trying to sort through conflicting information online. This video library is designed to make the process easier.
Start with the basics, learn the core documents, understand the difference between a will and a trust, and avoid the most common mistakes people make.
These videos provide general educational guidance. Because estate planning laws vary by state, be sure to review your state-specific page for information tailored to where you live.
Featured Estate Planning Resources
Practical guides and worksheets to help you organize your estate plan and make important decisions for your family.
5-Minute Estate Planning Checkup
Not sure whether your estate plan is complete? This free worksheet will help you identify common gaps and prioritize your next steps.
Who Should I Put In Charge?
Choosing the right people to serve as executor, trustee, financial agent, healthcare agent, and guardian can be one of the most important decisions in estate planning. This workbook will help you evaluate each role and make those choices with greater confidence.
Start Here
What Is Estate Planning? (And Why It Matters More Than You Think)
How to Choose an Estate Planning Attorney (7 Qualities That Really Matter)
What a Revocable Living Trust Actually Does
Will vs. Trust: What the Difference Really Is
What Adult Children Need to Know About Aging Parents and Estate Planning
Why Estate Planning Is About More Than Money
Core Decisions
What a Healthcare Directive Does
Estate Planning for Married Couples: What You Need to Get Right
Trust vs Will — How to Decide What You Actually Need
What Happens When a Beneficiary Dies Before You Do?
Do You Really Need a Living Trust? A Simple Decision Framework
Common Mistakes
5 Estate Planning Mistakes Families Regret
The Biggest Estate Planning Mistakes Families Make After a Death
Why Naming Beneficiaries Is More Important Than Most People Realize
What Happens When an Estate Plan Is Outdated?
What Happens If You Become Incapacitated Without Estate Planning?
The Estate Planning Conversation Your Family Needs Before It’s Too Late
How It Works (Process + Details)
What Happens If You Become Incapacitated Without Estate Planning?
Estate Planning Checklist: What to Do First (Step-by-Step)
What Beneficiary Designations Do—and Don’t Do
What a Power of Attorney Does
The Difference Between Probate, Trust Administration, and Estate Administration
Take the next step
Start with the basics, explore your state-specific guidance, and build a plan with more confidence.