Organize your estate plan, state by state.
Answer guided questions, get your completed PDF by email, and sign it the way your state requires. Your AEP advisor gives you a client code to open your kit.
Will Kit
A guided will for adults in all 50 states. It takes about 20 minutes, and your completed PDF is emailed to you.
- Last Will and TestamentName an executor, then direct specific gifts, cash gifts and the rest of your estate.
- Guardian for minor childrenChoose who cares for your children, with a backup.
- Power of attorney and healthcare wishesYour treatment preferences, a living will, and who speaks for you if you can't.
- Final wishesBurial or cremation preferences, pets, and digital assets.
- Signing guidanceWitness and notary requirements, so your will is signed correctly.
Trust Kit
A guided revocable living trust kit. It organizes everything about your trust in one completed PDF.
- Trust detailsTrust name, governing state, grantor (and co-grantor), and purpose.
- Successor trustee and backupWho steps in to manage the trust, and who comes next.
- Beneficiaries and distributionsWho receives what, and when.
- Asset inventoryReal estate, bank and investment accounts, retirement, life insurance and business interests.
- Contacts and document checklistYour advisors, plus a 16-item list of papers to gather.
- Signing and funding stepsWhat to do after you finish: sign, notarize, and move assets into the trust.
The Trust Kit does not include the will, healthcare or guardian sections. If you want both, ask your advisor for a code for each.
How to get your code
Your AEP advisor gives you a client code after your meeting. Enter it on this page to open your kit. Each code is issued to one client.