Free Tools for Clients

Use the tools below to understand better how the documents within an Estate Plan work together - How to Find the Right Individuals to Fulfill the Roles within Your Estate Plan - Compare Plan Features to Determine Which Plan is Right for You.

• Download PDF versions of these free tools below.

• If you're still unsure what plan type is right for you, use our Quiz.

Plan Comparison

How the Documents Work Together

Finding the Right Individuals to Fulfill the Roles

Download PDF Versions

AEP Estate Planning Comparison Chart.pdf

Download PDF • 66KB

AEP -How the Documents Work Together (3).pdf

Download PDF • 43KB

AEP - Finding the Right Individuals.pdf

Download PDF • 252KB