Getting started with estate planning is easier than most people think. This page offers a deeper walkthrough of the process.

Step 1: Gather Essential Information

You’ll want to prepare:

• Beneficiary names
• Guardianship preferences
• A list of major assets
• Personal wishes for items or memorials
• Who you’d like to handle your estate

This doesn’t need to be perfect. It just needs to begin.

Step 2: Use a Free Online Tool

With FreeWill, most people can create a simple, legally valid will in about 20 minutes. There is no cost or obligation and the FreeWill can be updated anytime.

Start here at partner.freewill.com/careresource

Step 3: Talk With Loved Ones

Share your intentions to:

• Reduce confusion
• Prevent disputes
• Help loved ones understand your wishes
• Let them know where to find important documents

Communication is key.

Step 4: Review and Update Every 1–2 Years

Life changes. Your will should too.

Update after:

• Marriage
• Divorce
• Birth of a child
• New home
• New account or insurance policy
• Major life events

This keeps everything clear and accurate.

Step 5: Keep Documents Safe

Store your will and directives:

• In a safe place
• With a trusted person aware of its location
• With digital access instructions if needed