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Estate Planner

If you would like to create an estate plan, or need to make updates to an existing plan, the Estate Planner can help you get started. Please refer to the videos below to learn how to use the Estate Planner (closed captioning is available).

To access the Estate Planner for the first time, please select the button Create a New Account to enter the Estate Planner and customize your personal settings. If you are returning to the Estate Planner, kindly enter your User Name and Password to access your account.

Learn More About Planning Your Will Online

Getting Started
A good estate plan will provide for you and protect your family. The Estate Planner will help you conveniently and quickly gather the information you need to complete your plan. Please follow these steps to get started.
Watch video
Getting Started
You and Your Family
Learn how to set your Estate Planner preferences. In this section, you may also begin entering information about you and your family, as well as your planning goals and objectives.
Watch video
You and Your Family
Your Contacts and Healthcare
Learn how to use the Estate Planner to select the individuals you want to manage your estate and your legal, financial, and healthcare decisions if at any point you are unable to make these decisions yourself.
Watch video
Your Contacts and Healthcare
Your Finances
Learn how to compile a complete list of your assets so your attorney may complete your plan and make provision for how these assets will be distributed to your loved ones.
Watch video
Your Finances
Your Estate Plan
Learn how to select the right estate plan for your personal circumstances, including philanthropic preferences.
Watch video
Your Estate Plan
Provide & Protect
Learn how to use these resources to answer common estate planning questions and concerns individuals have.
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Provide and Protect
Connecting with a Gift Planner
Learn how to connect with Colby about your estate planning and charitable giving objectives. You do not have to share any personal information with us. You are welcome to reach out to us at any point throughout the planning process.
Watch video
Connecting with a Gift Planner
Connecting with a Gift Attorney
Learn how to take your Estate Planner information to a qualified estate planning attorney and other advisors who can then help you complete and implement your plan.
Watch video
Connecting with a Gift Attorney
Making a PDF
After completing your Estate Planner, you may create an electronic file to share with your estate planning attorney and other professional advisors. Please follow these simple steps to save and share your Estate Planner PDF document.
Watch video
Making a PDF
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