Guide
Estate Planning Guide
Learn what you need to know to leave your family a plan, not a legal headache.
Estate planning isn’t just about dividing up your assets. It’s about honoring and protecting your loved ones with a clear plan.
Don’t Leave Your Family’s Future to Chance
What’s the Best Way to Create a Will?
Quiz
Online Will vs. Attorney
Should you create your will online or spring for an in-person visit to an attorney? Just answer a few easy questions to find out the best option for your situation.
1 of 11
Will an online will work for you?
Find out if an online will works for you in less than 5 minutes.
Tools to Help You Create Your Legacy
Don’t waste the present worrying about your family’s future. Get the peace of mind that comes with making your wishes known.
Give Your Family the Gift of a Clear Plan
Your legacy is far too precious to leave in the hands of a probate court. Find out how to ensure your final wishes are carried out.
Learn About Estate Planning
Creating an estate plan goes beyond making a will alone. It can also involve things like trusts, a letter of instruction, and powers of attorney. Find out more about estate plans and how to create one.
Creating Your Will
A will is a legal document that allows you to decide how your assets will be distributed and who will care for your
dependents in the event of your death.
It’s worth getting familiar with different types of wills so you can choose the best one for you and your loved ones.
Connect With a Financial Advisor
SmartVestor Pros are financial advisors who can help you structure your finances to support your estate plan. Find a pro near you who can walk you through what you need to know to make informed financial decisions.
Ramsey Solutions is a paid, non-client promoter of participating pros.
Sign Up to Learn More About Estate Planning
Check Out Other Media
SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). When you provide your contact information through the SmartVestor site, Ramsey Solutions will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area. Each Pro has entered into an agreement with Ramsey Solutions under which the Pro pays Ramsey Solutions a combination of fees, including a flat monthly membership fee and a flat monthly territory fee to advertise the Pro’s services through SmartVestor and to receive client referrals from interested consumers who are located in the Pro’s geographic area. Each Pro may also, if applicable, pay Ramsey Solutions a one-time training fee.
The fees paid by the Pros to Ramsey Solutions are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay Ramsey Solutions fees to participate in the program. Further, the amount of compensation each Pro pays to Ramsey Solutions will vary based on certain factors, including whether the Pros choose to advertise in local or national markets. Ramsey Solutions has a financial incentive to present certain Pros that offer their services on a national basis (“National Pros”) more often than other National Pros that pay lower fees.
It is up to you to interview each Pro and decide whether you want to hire them. If you decide to hire a Pro, you will enter into an agreement directly with that Pro to provide you with investment services. Ramsey Solutions is not affiliated with the Pros and neither Ramsey Solutions nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. Ramsey Solutions introduces you to Pros that cover your geographic area based on your zip code. Neither Ramsey Solutions nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does Ramsey Solutions evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs or other individual circumstances.
No investment advisory agreement with a Pro will become effective until accepted by that Pro. Ramsey Solutions does not warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success by retaining a Pro. Your use of SmartVestor, including the decision to retain the services of a Pro, is at your sole discretion and risk. Any services rendered by a Pro are solely that of the Pro. The contact links provided connect to third-party websites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Each Pro has signed a Code of Conduct under which they have agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, and, if applicable, have completed Ramsey Pro Training. However, Ramsey Solutions does not monitor or control the investment services the Pros provide.