Free Estate Planning Guide

Planning your estate doesn't have to feel overwhelming.

Our free Estate Planning Guide walks you through the information you'll want to gather before creating or updating your estate plan. This guide helps you organize important information, clarify your wishes, and prepare your loved ones for the future.

Whether you're just getting started or reviewing an existing plan, this guide gives you a simple place to begin.

What You'll Find Inside

The guide helps you organize the information you'll want before meeting with an attorney or creating your estate plan.

It includes space to document:

• Personal and family information
• Key contacts and decision-makers
• Bank and investment accounts
• Real estate and valuable property
• Digital assets and accounts
• Outstanding debts
• Existing estate planning documents
• Funeral and memorial preferences
• Charitable giving intentions

Designed to Make Planning Easier

Simple worksheets

Fill-in-the-blank pages make it easy to organize your information.

Work at your own pace

Complete the guide in one sitting or return whenever you're ready.

Keep everything together

Create one organized place your loved ones can reference when they need it most.

Why Estate Planning Matters

An estate plan is more than a set of legal documents.

It's a way to protect the people you love, communicate your wishes, and leave a lasting impact on the causes that matter most.

Many individuals also choose to include a charitable gift in their estate plan as a way to continue supporting the causes they care about. If supporting Easterseals Midwest is meaningful to you, we'd be honored to be part of your legacy to help people with disabilities build brighter futures for generations to come.

There is no obligation to include Easterseals Midwest in your plans. Our goal is simply to give you the tools to plan with confidence.

Want to Talk About Your Legacy?

Have you already included Easterseals Midwest in your estate plans? Or would you like to learn more about planned giving?

Complete this short form, and a member of our Development team will follow up with you.

Have Questions?

Our Development team is happy to answer general questions about planned giving and the resources available through Easterseals Midwest. For more information, contact Heidi Bagwell at heidi.bagwell@esmw.org or 314-567-8240.

Disclaimer

This guide is provided for educational and organizational purposes only. It should not be considered legal, tax, or financial advice. Please consult an attorney or financial advisor when creating or updating your estate plan.