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Wills & Estate Planning

Estate planning isn’t something people talk about. That’s why on this page, it’s all we talk about.

Wills & Estate Planning

What Is a Trust Fund and How Does It Work?

Trust funds aren’t only for the very wealthy. Here's how they work, how to set one up and why you might want to consider having one.

By Cari Wira Dineen
Wills & Estate Planning

One Action That Makes Life Insurance and Estate Planning so Much Easier

Creating an “in case of death” doc can save loved ones time, frustration and maybe even money. Here’s how to do it right.

By Lynn Shattuck
Wills & Estate Planning

Last Will and Testament: Step-by-Step Guide for Writing a Will (With Sample Will)

Here's how to write a simple will. Check out what you should know about making your last will and testament, and how to make it legally binding.

By Kaycie Tyll
Wills & Estate Planning

What’s the Difference Between a Godparent and a Legal Guardian?

As you’re thinking about your estate planning, it’s important to understand the distinction between a godparent and a legal guardian.

By Sarah Li Cain
Wills & Estate Planning

A Pet Trust? Your Will? How to Care for Your Pet After You’re Gone

We may view our pets like family, but legally we can’t leave money directly to them. Here’s how to take care of Fido after you’re gone.

By Wendy Berkowitz
Wills & Estate Planning

What You Should Know About Bequeathing to Charity in Your Will

Whether you call it a bequest, an endowment, a legacy, or simply a gift, leaving something behind to charity can be meaningful.

By Jessica Sillers
Wills & Estate Planning

Do I Need a Lawyer to Make My Will?

Digital access to resources and online tools mean it’s easier than ever to write your own will online. But should you?

By Jacqui Kenyon
Wills & Estate Planning

Where Should I Keep My Will?

Writing a will is a big step. But if your loved ones don’t know where to find it, how much good will it do? Short answer: Not much.

By Allison Kade
Wills & Estate Planning

What Is a Self-Proving Affidavit? (Does a Will Need to Be Notarized?)

Once you’ve written your will, you’re good to go, right? Not so fast. What’s the deal with getting your will notarized?

By Jessica Sillers
Wills & Estate Planning

How to Choose a Will Beneficiary: What You Need to Know

Your will beneficiary is the person who will inherit your stuff when you die. Deciding who to choose can be tough. Read this to get started.

By Jessica Sillers
Wills & Estate Planning

Probate 101: What You Should Know About Probate (or Avoiding Probate)

When you’re grieving, a complicated legal and financial process is the last thing you want to deal with. Your guide to probate: made simple.

By Jessica Sillers
Wills & Estate Planning

What Is a Payable on Death Account (Do I Need a Will if I Have One)?

When you login to your bank account, you might notice an option to choose a beneficiary. Here’s what you need to know about that.

By Jessica Sillers
Wills & Estate Planning

5 Reasons Millennials Need to Make a Will

The majority of millennials don’t have wills. Sure, it’s not a pleasant topic to think about. But here are 5 reasons millennials need to do so anyway.

By Ellen Chang
Wills & Estate Planning

How to Be the Executor of an Estate: Duties & Responsibilities

If you’re the executor of an estate, it’s up to you to distribute your loved one’s belongings correctly. Here’s how.

By Beth Braverman
Wills & Estate Planning

Blended Family? Second Marriage? 3 Things You Need to Know About Estate Planning

If you’re in a blended family with stepparents, stepchildren or step-anything-elses, you have unique estate planning needs.

By Sarah Li Cain

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© 2022 Gerber Life Agency, LLC

Term Life Insurance Policy Series ICC22 2205-4004 WSA and Accelerated Death Benefit Rider policy series ICC22 2205-2623 WSA (and state variations where applicable) issued by Western-Southern Life Assurance Company, Cincinnati, OH which operates in DC and all states except NY, and distributed by Gerber Life Agency, LLC using Fabric Technologies. Gerber Life Agency, LLC is an affiliate of Gerber Life Insurance Company (est. 1967). All are members of Western & Southern Financial Group (Western & Southern). Issuance of coverage for Term Life Insurance is subject to underwriting review and approval. Please see a copy of the policy for the full terms, conditions and exclusions. Product provisions, availability, definitions and benefits may vary by state. Payment of benefits under the life insurance policy is the obligation of, and is guaranteed by, the issuing company. Guarantees are based on the claims-paying ability of the issuer. Products are backed by the full financial strength of the issuing company.

All sample pricing is based on a 30-year old F in Excellent health for the coverage amount shown and a 10-year term policy, unless otherwise stated. Gerber Life Agency, LLC (GLA) is an insurance agency licensed to sell life insurance products. GLA will receive compensation from Western-Southern Life Assurance Company for such sales. The NAIC Company Code for Western-Southern Life Assurance Company is 92622.

Western-Southern Life Assurance Company's A+ Superior A.M. Best Rating: Superior ability to meet ongoing insurance obligations (second highest of 13 ratings; rating held since June 2009). Ratings are subject to change from time to time. The ratings shown here are correct as of 09/03/2022. For more information about a particular rating or rating agency, please visit the website of the relevant agency.

Plan like a parent. is a trademark of Fabric Technologies, Inc.

Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company.

In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC.