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Preparing for the future

Estate planning

Safeguarding your family and your future

Preparing for the unexpected and gathering information for your estate plan or will can feel overwhelming. To simplify, consider this process inthree steps.

Step 1:

Learn about your options for will planning and filing a Healthcare and Financial Power of Attorney.The information provided below is meant to help you give thought to each decision, and to get those ideas down on paper.

Step 2:

Organize your assets;make sure you have each account, title, etc., documented. Keep this information in a convenient, secure place so you can easily return to it and continue working if need be.

Step 3:

Share your intentions with loved ones, your executor and any charities you may include. If you've formalized your will with your attorney, be sure your executor has your attorney’s name and contact information.

Simple resources to get you started

The following worksheets can help you get off to a great start with your plan. Remember, please consult your attorney with any questions or to formalize your wishes. This information is meant to help you understand and document the basics.

Planning Workbook

Wisconsin forms
Living Will
Power of Attorney for Healthcare
Financial Power of Attorney
Authorization for Final Disposition

Iowa forms
Living Will & Power of Attorney for Healthcare
Financial Power of Attorney
Authorization for Final Disposition



This material is intended for general information purposes only and does not constitute legal advice.


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