Nobody likes to think about it, but planning ahead is one of the kindest gifts you can give your family. As a nurse practitioner and mom, I know how much stress it can save a family. These free tools help you make a will, choose who makes medical dec...
Sections
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📝 Wills & Legal Documents
🩺 Advance Directives & End-of-Life Wishes
💻 Digital Legacy
🗂️ Organize Important Papers
📝 Wills & Legal Documents
TexasLawHelp's free guides on making a will in Texas, including simple will forms for low-income families. A will with two witnesses is valid in Texas, and a self-proving affidavit makes probate easier.
Texaslawhelp.org article wills
Nolo's Wills, Trusts and Estates encyclopedia explains wills, probate and living trusts in plain English. Tip: read the state-specific articles for Texas before drafting anything.
Wills, Trusts & Probate
Check your beneficiary designations on retirement and bank accounts. They override your will, so keep them updated. Review them after a marriage, divorce or new baby.
Glossary | Investor.gov
CFPB guides for anyone named to manage someone else's money, like a power of attorney or trustee. Keep receipts and records separate from your own money.
Guides for managing someone else’s money | Consumer Financial Protection Bureau
🩺 Advance Directives & End-of-Life Wishes
Official Texas advance directive and medical power of attorney forms from Texas HHS. Keep a copy in your car or phone for emergencies.
Advance Directives | Forms and Handbooks
Free advance directive forms for every state, including Texas. Fill it out and give copies to your family and doctor. Give a copy to your doctor and the person you choose as your agent.
Download and Complete Your State or Territories' Advance Directive Form
Five Wishes is an easy-to-read planning document that covers medical, personal and emotional wishes. Great for family conversations. It's accepted in Texas and many other states.
FIVE WISHES
The Conversation Project has free starter kits to help you talk with loved ones about end-of-life wishes. A holiday visit can be a natural time to start the conversation.
The Conversation
Learn about organ donation and how to register. One donor can help save many lives. In Texas you can register when you renew your driver license.
OrganDonor.gov | organdonor.gov
💻 Digital Legacy
Choose a Facebook legacy contact to manage your memorialized profile. Your legacy contact can't read your messages, only manage the profile.
About legacy contacts on Facebook | Facebook Help Center
Google's Inactive Account Manager lets you choose who gets your Gmail, photos and files if your account goes inactive. Set it up today, it only takes a few minutes.
About Inactive Account Manager - Google Account Help
Set up an Apple Legacy Contact so a trusted person can access your photos and data after you pass. Your contact gets an access key, so save it somewhere safe.
How to add a Legacy Contact for your Apple Account - Apple Support
🗂️ Organize Important Papers
National Institute on Aging checklist of documents to gather so your family can find everything. Keep the documents together in one folder and tell a trusted person where it is.
Getting Your Affairs in Order Checklist: Documents to Prepare for the Future
The SentrySafe fireproof, water-resistant file box keeps wills, deeds, passports and insurance papers protected at home. Tip: store copies, not your only originals, if the safe can be opened by others.
SentrySafe Black Fireproof Waterproof Safe HD4100
The I'm Dead, Now What? planner is a fill-in organizer for accounts, passwords hints, insurance and final wishes in one place. Tip: tell a trusted family member where you keep it.