New Wealth SocietyFree guide

Build it. Protect it. Pass it on.™

Would Your Family Know What to Do?

The people you love shouldn't have to guess about your wishes. Learn what a Trust, Will, and Powers of Attorney can help you put in writing — in plain language.

  • Free guide — no cost, no obligation
  • Understand the four core documents
  • See exactly what a complete plan includes
Get the guide

Get the New Wealth Estate Planning Guide

Understand the documents, the process, and what the package includes before deciding.

Submit your information to access the guide. New Wealth will use your email to deliver it.

Watch first

56 seconds that could save your family months of confusion

A short introduction to what estate planning actually covers — and why it’s worth having in writing now.

Honest questions

Questions worth answering now — not later

Who could handle financial decisions if you couldn't?

If an illness or accident left you unable to manage your money, someone may need legal authority to pay bills and handle accounts. Without a document naming that person, your family may face delays.

How would loved ones know your healthcare wishes?

Putting your wishes in writing and naming someone to speak for you can spare your family from guessing during a difficult moment.

Have you documented your inheritance intentions?

Writing down who should receive what can help reduce confusion and make your intentions clear to the people you leave behind.

Have you considered care and financial arrangements for minor children?

You can record who you would want to care for your children and how assets set aside for them should be managed. A guardian recommendation is subject to applicable law and court decisions.

The core documents

What each document does, in plain language

Revocable Living Trust

A document that can hold your assets during your life and describe how they pass on. You can usually change it while you're alive. It generally only controls assets that are actually moved ("funded") into the trust.

Will

Says who should receive property not otherwise handled, and lets you name an executor and recommend a guardian for minor children. Guardian choices are subject to applicable law and court decisions.

Financial Power of Attorney

Names someone you trust to handle financial and legal matters for you if you're unable to.

Healthcare Power of Attorney

Names someone to make medical decisions for you if you can't, and can help communicate your healthcare wishes.

Get My Estate Planning Guide

How it works

Three simple steps

  1. 1

    Get the guide.

  2. 2

    Understand the package and preparation steps.

  3. 3

    Decide whether to purchase.

The package

One guided package. Everything in writing.

Guided online estate-planning document preparation, with educational resources. The free guide walks through every step — and the cost — before you decide.

  • Revocable Living Trust
  • Will
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Educational resources

Document preparation only — not legal advice and no attorney review included. Proper signing, witnessing or notarization where required, and trust funding may be necessary.

Get the New Wealth Estate Planning Guide

Submit your information to access the guide. New Wealth will use your email to deliver it.

Good to know

Frequently asked questions

Get My Estate Planning Guide
New Wealth Society

Your wishes, in writing. Your family, prepared.

Start with the free guide. It takes less than a minute to get access.

Get the free guide