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    Getting Started with the Wills Planner

    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.

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    Learn More About Planning Your Will Online

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    Four Steps to Peace and Comfort
    Four Steps to Peace and Comfort
    Welcome to the online Wills Planner. Our friends who have used this planner are very pleased to have the peace of mind that comes with having a plan. A good plan will provide for your family and protect both you and them.
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    Family
    Family
    The first of the four Wills Planner sections is Family. Click the Review Section button. When you begin, your progress bar will start at 1% but it will quickly move forward as you enter your name, address, city, state, zip and other family information.
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    Healthcare
    Healthcare
    When you click the Healthcare section button, you will have the ability to look at your data or enter the information for several important contacts. Your executor will manage your estate. If you have minor children, a very important decision is who will be guardian of those children if something were to happen to you.
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    Finances
    Finances
    The third section is Finances. When you click on Edit This Section, you may enter information for real estate, bank accounts, investments and other items. You can enter either a summary or an itemized record for your accounts.
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    Estate Plan Options
    Estate Plan Options
    The fourth section is your Estate Plan. When you click the Review Section button, you will be able to select your estate options. A good estate plan enables you to pass the right inheritance at the right time to the right persons.
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    Provide and Protect
    Provide and Protect
    You may have questions about family, healthcare, finances or estate plan options. A very helpful resource is the online Provide & Protect book. The 52 chapters of this book cover many important topics.
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    Gift Planner
    Gift Planner
    One of the features of the Wills Planner is the ability to communicate directly with a Gift Planner. If you decide to take advantage of this option, you will have the opportunity to connect directly with a Gift Planner.
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    GiftAttorney
    GiftAttorney
    This Wills Planner is a wonderful way to gather your important information and maintain it. That's key to providing for and protecting your family. Your direct contact to a GiftAttorney will lead to completion of your will.
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    Security
    Security
    Financial information over the internet is transferred every day. If you have ever bought an item over the internet, you have used the secure system called encryption.
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    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.