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WINGS Documents

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Training Materials

Alternatives to Guardianship Training (Slides, 6-up)

Training Materials

Alternatives to Guardianship Training (Slides, full-page)

Assets at your death

Payable-on-death Accounts

Understand how POD accounts pass funds directly at death and how they differ from joint ownership.

Preparation

GET A LIFE PLAN Checklist

Use this checklist to organize your information and make sure your wishes are known and honored.

Assets at your death

Transfer-on-death Deeds

Learn what a TOD deed is and how it lets real estate pass outside probate.

Preparation

Start the Conversation

Get ideas for how to talk with loved ones about your plan and share your important documents.

FAQ

What If My Loved Ones Disagree

Learn ways to prevent family conflict and make sure your plan reflects your values.

Assets during your lifetime

Power of Attorney

Learn how a Power of Attorney lets someone manage your finances if you cannot.

FAQ

Storing and Sharing Documents

Learn how to store and protect your important documents and when to share copies.

Assets during your lifetime

Revocable Living Trust (life)

Find out how a revocable living trust can help you plan for illness or incapacity while keeping control of your assets.