A will is a wish. A trust is a plan.

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Incapacity Planning

Learn about incapacity planning to protect your assets and healthcare decisions if you become unable to manage your affairs. Explore essential documents and ...

What happens to my finances if I become incapacitated without planning?

Without incapacity planning, your family would need to petition the court for guardianship or conservatorship to manage your finances and healthcare decisions. This process can take months, cost thousands in legal fees, and requires ongoing court supervision. Your loved ones would have no legal authority to access your bank accounts, pay bills, or make medical decisions on your behalf until the court grants permission.

A will is a wish. A trust is a plan.

How it works

Estate Ledger

Pricing

Download

Incapacity Planning

What happens to my finances if I become incapacitated without planning?

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