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Getting Started

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.

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
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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Provide and Protect
Provide & Protect
Learn how to 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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