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Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.

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Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker, and when your documents are actually done.Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, what proves the trust, and what the successor trustee faces.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

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Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the tax for a missed withdrawal.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Home→News→News for Planning Ahead

News for Planning Ahead

News that changes a plan made ahead of time: federal and state tax exemptions, will and trust law, powers of attorney, transfer on death rules, and the court decisions that reach them.

All Planning ahead Settling an estate

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All topics911 Probate and estate administration389 Estate, inheritance, and gift taxes278 Trusts114 Wills36 Powers of attorney and incapacity97 Beneficiaries and inheritance349 Medicaid and long-term care38 Digital assets14

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766 news posts

Key Estate Planning Changes You Need to Know for 2025

Key Estate Planning Changes You Need to Know for 2025

Upcoming changes in estate planning laws could affect your finances. Are you ready for 2025?

SimplyTrust EditorialNovember 15, 2024

Estate Tax Exemption 2025: The Impact of The ‘One Big Beautiful Bill’ on Your Estate

Estate Tax Exemption 2025: The Impact of The ‘One Big Beautiful Bill’ on Your Estate

Discover the impact of the 2025 ‘One Big Beautiful Bill’ on estate tax exemptions and how it could save your estate from hefty taxes.

SimplyTrust EditorialOctober 23, 2024

Mastering Estate Planning: Navigating Exemptions Amidst Uncertainty

Mastering Estate Planning: Navigating Exemptions Amidst Uncertainty

Navigating the complex world of estate/gift and GST exemptions? Learn how to safeguard your assets amidst uncertainty.

SimplyTrust EditorialSeptember 20, 2024

Ohio Judge Reprimanded: Lessons for Estate Planning

Ohio Judge Reprimanded: Lessons for Estate Planning

A recent Ohio case highlights the impact of a judge’s misconduct on estate planning and guardianship disputes.

SimplyTrust EditorialAugust 21, 2024

Preparing for the $68 Trillion Wealth Transfer: Key Insights

Preparing for the $68 Trillion Wealth Transfer: Key Insights

Discover how financial institutions can adapt to the upcoming $68 trillion wealth transfer.

SimplyTrust EditorialSeptember 28, 2023

Unpacking 2025’s Tax Changes: What to Know for Your Estate Planning

Unpacking 2025’s Tax Changes: What to Know for Your Estate Planning

The 2025 tax landscape is shifting. Understand these changes for better estate planning and secure your financial future.

SimplyTrust EditorialJune 28, 2021

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