Estate & Probate Planning
Will, trust, and probate readiness checklists.
Pennsylvania Probate Toolkit
Pennsylvania register of wills and orphans court probate process toolkit.
Digital Asset Estate Readiness Checklist
Checklist to organize digital assets, accounts, and passwords for estate administration.
Pet Trust Need Checker
Check whether a pet trust is the right way to provide for your pets after death.
Special Needs Trust Need Checker
Evaluate whether a beneficiary needs a special needs trust to preserve benefit eligibility.
Medicaid Eligibility Self-Check (LTC)
Check basic Medicaid eligibility for long-term care and five-year look-back implications.
Long-Term Care Planning Checklist
Comprehensive checklist for planning long-term care including insurance and Medicaid.
Healthcare Directive Need Checker
Determine whether your medical and end-of-life wishes are adequately documented.
Power of Attorney Need Quiz
Evaluate whether you need a durable power of attorney for finances or healthcare.
Will Contest Strength Quiz
Evaluate whether a will contest has legal merit based on capacity, undue influence, or fraud.
Intestate Heirship Calculator/Checker
Determine who would inherit your estate if you die without a will in your state.
Small Estate Affidavit Eligibility Checker
Check whether an estate qualifies for a simplified small estate procedure in your state.
Probate Filing Readiness Checklist
Documents and steps needed to open a probate case in your state.
Executor Readiness Checklist
Checklist for someone named as executor to understand their duties and prepare.
Probate Avoidance Strategy Quiz
Identify the best probate avoidance strategies for your estate.
Do I Need a Trust? Quiz
Evaluate whether a living trust makes sense for your estate based on assets and goals.
Do I Need a Will? Quiz
Quick quiz to determine whether you need a will given your assets and family situation.