GMFSI Estate & Legacy Planning Suite
Estate Planning Essentials Premium V2.0
Review the essential building blocks of an estate plan, including wills, powers of attorney, beneficiaries, ownership, liquidity, taxes, business succession, charitable wishes, and family communication.
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Estate Planning Inputs
Enter the high-level estate information and score each planning area from 1 to 5.
Educational planning illustration only. This tool does not provide legal, tax, accounting, or investment advice and does not create a will, trust, power of attorney, beneficiary designation, or legally binding estate plan. Estate planning should be completed with qualified legal and tax professionals and coordinated with your financial and insurance planning.