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
Work through each step. Progress saves in this browser, without an account.
Your progress
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Learn
~15 min
It shows which of the core documents you're missing and why each one matters.
Article: Estate Readiness Assessment
Do
~30 min
It's free, takes minutes, and is the most common (and costly) estate mistake — especially after marriage, divorce, or a new child.
Article: Estate Planning HubThese 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
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Did you knowBeneficiary designations on retirement and insurance accounts override your will — so an outdated one can send money to the wrong person no matter what your will says.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.
Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures