Product Details

Give caregivers and survivors the information they need to manage your affairs

It can be easy to get caught up in the details of planning your estate, but it’s important to lay out in one straightforward, clear document, the essential information that caregivers and survivors will need to know in the event of your incapacity or death. Nolo’s Information for Caregivers and Survivors eForm will assist your loved ones in managing your affairs.

You’ll systematically break down important details of your life, including:

• the location of essential documents, including birth and marriage certificates; your home’s title; and your will, living trust, and health care directive
• details relating to your health care, including doctor’s names and the location of your health care directive
• contact information for your executor, professional advisers, and the guardian(s) for your minor children
• details and documentation for your taxes, investments, and insurance policies
• and much more.

Give your loved ones the tools and information they need during a difficult time with Nolo’s Information for Caregivers and Survivors.

Nolo DIY Estate Planning

Sure, with the right instructions you can change your own oil, fix a dripping faucet, or refinish a table–but is do-it-yourself estate planning ever a good idea? The answer may surprise you.

Most people can, in fact, create most important estate planning documents on their own, as long as they have reliable, clear instructions. (After all, you wouldn’t start refinishing that table without some instructions–don’t write your own will until you know what you’re doing.) For example, say it’s been three years since you had a child, and you know that you need a will. But you haven’t gotten around to calling a lawyer, and you really don’t like thinking about the subject anyway. You can easily create a simple, valid will with a software program or online app, and be done.

Later, if, you have questions or think you might need more estate planning, get personalized advice from an expert. For example, if someday you acquire so much money that you are concerned about federal estate tax, have questions about passing on your small business, or want to leave a lot of money to charity, you’ll want to talk to a lawyer. Your simple will, though, will still be a fine cornerstone of your estate planning. The same is true for some other estate planning steps, such as creating a living will (advance directive), or naming beneficiaries for insurance policies and retirement accounts.

Software & Online Applications

These applications use an interview style format to gather your information, and then create your documents.

Nolo’s Books & Form Kits

These books, complete with forms, will walk you through the creation of your own estate planning documents.