Educational content only. Not legal, financial, tax, or medical advice. Plan Your Passing is not a law firm and no attorney-client relationship is created here. Estate, probate, tax, and inheritance laws differ by country, state, and county. You are responsible for confirming what applies to you. Always consult a licensed attorney in your jurisdiction before acting on anything you read or generate on this site.
For your situation
Estate planning isn't one path.
We have six specialized tracks for the people the generic funnel misses. Pick the one that fits — different priorities, different rules, same plain-English voice.
Primary caregivers to aging parents — paid or unpaid
Estate planning when you're the one doing the caregiving
You're doing the work your siblings aren't. Here's how to make sure your contribution is recognized — financially and emotionally — without burning the family.
Read your track →
Adults who have lost both parents
Estate planning when you don't have parents anymore
You're the elder in your family now, whether you signed up for that or not. Different anchor points, different priorities.
Read your track →
Stepparents, stepchildren, second-marriage families
Estate planning when family isn't simple
Blood, marriage, and step relationships layer over each other. State law assumes a 1960s nuclear family by default. You have to actively unmake those defaults.
Read your track →
Adults within 12 months of a divorce being finalized
Estate planning after a divorce
Many states automatically revoke ex-spouse beneficiary designations on death — but federal law (ERISA) overrides state law for retirement plans, and the rules vary. The only safe assumption: ASSUME NOTHING. Update everything.
Read your track →
LGBTQ+ adults — partnered, chosen family, parents via surrogacy/adoption
Estate planning when the law doesn't assume your family
Without intentional planning, the people who matter most to you can be locked out of medical decisions, inheritance, and your kids' guardianship. Even with marriage equality nationwide, every estate-planning document needs to be explicit.
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Parents of minor children — under 40, just starting estate planning
Estate planning when you have small kids
You're not planning for your death yet. You're planning for theirs — specifically, that they have a guardian, financial care, and a roadmap if you and your partner are gone tomorrow. Different priority order.
Read your track →