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Estate Directory Service

Estate not organized? We can fix that!

Making the process of estate planning and settlement as simple as possible

Making the process of estate planning and settlement as simple as possible

Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.

Helpful answers to some of the most common and quirky questions around estate planning, so you can be confident in your decisions.

Estate Planning Learning Center

Trusts

Trusts

What you need to know about a Living Trust vs Revocable Trust in Estate Planning... and more!

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Wills

Wills

Will vs Trust - What's the difference and which option is right for you?

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Probate

Probate

Whether you want to be in control, have someone help you, or get support from an attorney, various plans let you choose how you engage with the process.


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Guardianship

Guardianship

Legal Guardianship vs Custody vs a Will - Which option is right for you?

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Estate Planning

Estate Planning

How to create your own Digital Estate Plan ~ How to Probate a Will without a Lawyer ~ What an Executor needs to know.

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End of Life Planning

End of Life Planning

Someone died, now what?

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More Estate Planning Resources

More resources!

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Neither PlanMember Securities Corporation nor Behm Financial are responsible or liable for any products or services offered by this website or Trust&Will  and is not affiliated or registered with PlanMember Securities Corporation.  Any information provided by this organization is provided entirely independently of PlanMember Securities Corporation and is not related or endorsed by PlanMember Securities Corporation or it's registered representative.

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