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Getting Started with the Wills Planner

The Online Wills Planner is designed to assist you gathering the information your estate planning professional will need to prepare your estate planning documents. If you would like to create a plan for your future, or need to make updates to an existing plan, the Wills Planner will guide you through a series of questions to help you describe your family members, estate assets and financial goals. Click on the
"Create a New Account" button above to get started.

We are committed to protecting the privacy of your financial information through SSL encryption behind layered security. The information you input will not be accessible to our staff or any third party without your prior approval. Please contact our office at
(805) 577-4142 with any questions.

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Learn More About Planning Your Will Online

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Four Steps to Peace and Comfort Four Steps to Peace and Comfort

Welcome to the online Wills Planner. Our friends who have used this planner are very pleased to have the peace of mind that comes with having a plan. A good plan will provide for your family and protect both you and them.

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Family Family

The first of the four Wills Planner sections is Family. Click the Review Section button. When you begin, your progress bar will start at 1% but it will quickly move forward as you enter your name, address, city, state, zip and other family information.

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Healthcare Healthcare

When you click the Healthcare section button, you will have the ability to look at your data or enter the information for several important contacts. Your executor will manage your estate. If you have minor children, a very important decision is who will be guardian of those children if something were to happen to you.

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Finances Finances

The third section is Finances. When you click on Edit This Section, you may enter information for real estate, bank accounts, investments and other items. You can enter either a summary or an itemized record for your accounts.

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Estate Plan Options Estate Plan Options

The fourth section is your Estate Plan. When you click the Review Section button, you will be able to select your estate options. A good estate plan enables you to pass the right inheritance at the right time to the right persons.

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Provide and Protect Provide and Protect

You may have questions about family, healthcare, finances or estate plan options. A very helpful resource is the online Provide & Protect book. The 52 chapters of this book cover many important topics.

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Gift Planner Gift Planner

One of the features of the Wills Planner is the ability to communicate directly with a Gift Planner. If you decide to take advantage of this option, you will have the opportunity to connect directly with a Gift Planner.

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GiftAttorney GiftAttorney

This Wills Planner is a wonderful way to gather your important information and maintain it. That's key to providing for and protecting your family. Your direct contact to a GiftAttorney will lead to completion of your will.

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Security Security

Financial information over the internet is transferred every day. If you have ever bought an item over the internet, you have used the secure system called encryption.

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