Frequently Asked Questions
Are you new to estate planning? We have made it easy to learn the basics, then move on to advanced issues. Learn how you can protect your family and assets, and take control of your future. Find out what features make our Estate Plan the most comprehensive choice for your family.
The Power of Estate Planning3 Minutes
Which Plan Do You Have?3 Minutes
What is so special about a trust?3 Minutes
What if you already have a trust?3 Minutes
A Comprehensive Estate Plan24 Minutes
Storm Ahead3 Minutes
Six Questions for Aging Parents4 Minutes
What is EstatePlanX?5 Minutes
What is Probate?2 Minutes
Attorney Drafted Estate Plans Online5 Minutes
Will Vs Trust3 Minutes
Best Choice For Estate Planning (long)6 Minutes
Best Choice For Estate Planning3 Minutes
Joint Trust for Children (sub-trust)3 Minutes
Spendthrift Protections2 Minutes
Living Will & Advance Directives3 Minutes
Financial Power of Attorney2 Minutes
Healthcare Power of Attorney3 Minutes
Pour Over Will1 Minute
Family1 Minute
"SOTP" Not The Plan You Want4 Minutes
Decades of estate planning experience, plus years of software development, combine to put a comprehensive Estate Plan, customized to the needs of your family.
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Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. EstatePlanX.com and Exertus Financial Partners & Insurance Agency, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.