AAII's Guide to Top Web Sites

Estate Planning

While many comprehensive financial planning websites have a few generalized estate planning articles, the sites listed below are much more specialized; they can help you determine your estate planning needs, as well as who and where to turn to for more help. These sites provide in-depth articles on estate planning, with little or no graphics, and not much interactivity. However, their content is solid and accessible at no charge.

 Estate Planning Answers  

Operated by the National Association of Estate Planners & Councils, this site gives information on a wide range of estate-planning topics. Subjects range from disability and illness to springing power of attorney documents to tax planning. The site also offers information on subjects not often covered, including women's financial issues, spendthrift heirs and non-traditional families. Several articles include links to third-party websites for more information.

 Financial Planning Toolkit (fee-based)  


Where to Find: Click on Estate Planning.
Provides a very detailed discussion of all aspects of estate planning, including information on various types of trusts and other techniques to reduce estate tax exposure. However, the some discussions are technical and complex. Plus, the website has few graphics or illustrations. Website sponsor CCH Inc. is a major provider of up-to-date business, legal and tax information and software for professionals, including estate planning attorneys.



Where to Find: Click on Get Informed, then Select Wills, Trusts and Estates.
Nolo is a publishing company that specializes in explaining legal matters to laymen. Though the home page promotes the company's books, forms and software, there is also a large amount of helpful commentary. In its Wills & Estates section, Nolo includes articles and Q&As on estate-planning basics, wills, probate, living trusts, estate and inheritance taxes and more. It also gives guidance on finding a lawyer to work with. Some of the premium products are promoted in the articles, but the articles also contain links to useful external websites as well.