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Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.
See the essential documents you should have for estate planning like a will, power of attorney and advance directive. Earn AARP Rewards points.
Financial advisers, stockbrokers: Determine the beneficiary listed on accounts. Depending on the type of asset, the beneficiary may get access to the account or benefit simply by filling out appropriate forms and providing a copy of the death certificate (no executor needed).
A will and up-to-date beneficiary information will suffice for most estate plans, but if you have substantial assets or especially complex circumstances, you may want to consider a trust.
→ Download this free beneficiary planner. Who are my beneficiaries? A beneficiary is whoever you choose to receive your assets. They can be a family member, friend, and even a business or charity. As part of your estate plan, it's also a good idea to have a few backup or contingent beneficiaries.
The estate planning process designates who will receive assets and handle responsibilities after a person dies. It also sets forth how to handle health and financial decisions when someone is incapacitated. Estate planning documents include wills, trusts, powers of attorney, and advance directives. Estate planning is essential for a variety of ...
AARP extends our deepest sympathies to you and your family for your loss. We have resources to help get you through this difficult time. Everything can be found here: www.aarp.org/home-family/caregiving/grief-and-loss. To cancel or transfer the account, go to How to notify AARP about a deceased member.
Protect loved ones and loved causes with an organized estate. Our best resources are free and can help you with important estate planning decisions.
Designate beneficiaries on your retirement accounts to ensure that the money passes smoothly to your heirs. What Is Estate Planning? Estate planning is putting your affairs in order so that...
ESTATE PLANNING WORKSHEET. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING . A PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL. For efficiency in planning, please bring with you each of the following: ♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. ♦ Deeds for any real estate you own.