Set Up Your Estate Basics

A will, beneficiaries, and a power of attorney protect your family — and most can be set up this week.

This week’s hour

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Learn

~15 min

Take the Estate Readiness Assessment

It shows which of the core documents you're missing and why each one matters.

📄 Estate Readiness Assessment

~30 min

Review and update every beneficiary designation

It's free, takes minutes, and is the most common (and costly) estate mistake — especially after marriage, divorce, or a new child.

📄 Estate Planning Hub

Draft or order a basic will and power of attorney

These name who decides for your kids and your money if you can't. A basic version beats nothing by a mile.

Lock it in

~15 min

Tell a trusted person where your documents live

A perfect plan no one can find is useless. One conversation makes it real.

Did you knowBeneficiary designations on retirement and insurance accounts override your will — so an outdated one can send money to the wrong person no matter what your will says.

Measure your progress

Score this area to see where you stand — it feeds your overall WealthSerene Score and keeps your Money Overhaul plan up to date.

→ Estate Readiness Assessment

← Protect What You Have Back to your plan

Educational disclaimer: All content on WealthSerene.com is for educational purposes only and does not constitute investment advice. Projections and calculations are illustrative — actual results will vary based on market conditions, your specific situation, and many factors outside this tool’s scope. Always consult a qualified financial professional for advice specific to your situation. View full disclosures →