Within your personal estate plan, you need to make decisions about how to split your assets among your loved ones and other selected beneficiaries.

Remember to save your content for each section with the ‘Save Progress’ button after each eighth entry.


*Save Progress will save your first and second Head vs. Heart choices individually. Please be sure to save all three choices.


*Save Progress will save your first and second Head vs. Heart choices individually. Please be sure to save all three choices.

Head vs. Heart Decision
Recognize that one of the most difficult parts of this decision process is the tug-of-war played between your heart — where you want to split everything evenly among your heirs — and your head — where you know your family member with special needs will need more supplemental funding than other heirs. If you identified this as a potential issue, how could you meet both desires?


*Save Progress will save your first and second Head vs. Heart choices individually. Please be sure to save all three choices.