Learn More About Planning Your Will Online
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Getting Started
A good estate plan will provide for and protect your family. It will also make your healthcare, financial, and
charitable intentions known. The Wills Planner will help you efficiently gather the information you need to
complete your estate plan. Follow these steps to get started.Watch video |
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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. Watch video |
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Your Contacts and Healthcare
Learn how to use the Wills Planner to select the individuals you want to manage your estate and who can manage your legal and healthcare decisions if you are unable to make these decisions yourself. Watch video |
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Your Finances
Learn how to compile a complete list of your assets so your attorney can complete your plan and make provisions on how these assets will be distributed to your loved ones. Watch video |
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Your Estate Plan
Learn how to select the right plan which is based on several factors, including the people and charities you wish to include in your estate.Watch video |
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Provide & Protect
Learn how to use the Wills Planner resources, such as Provide & Protect, to find answers to some of the commonly asked questions about estate planning.Watch video |
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Connecting with a Gift Planner
Learn how to ask The Catholic Foundation questions about estate planning and charitable giving. We are here to help you maximize your charitable goals.Watch video |
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Connecting with a Gift Attorney
Learn how to take your Wills Planner information to a qualified estate planning atorney and other
professional advisors who can help you complete your estate plan. The Catholic Foundation's Professional Advisors
Group (PAG) is available to help in estate and financial planning and other pertinent areas as you begin to assess the
next chapter in your life. To view PAG Members, click here. Watch video |
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Making a PDF
After completing your Wills Planner, you should create a file of information you wish to share with your estate planning attorney. Build and save your Wills Planner PDF with these simple steps.Watch video |