Virtual Estate Planning System OverviewOur online Virtual Estate Planning System (VEPS) is your portal to securely create, store, update, and share an estate plan that will help protect your legacy and your family for generations to come.

The first step of the legacy planning process is to create the traditional set of estate plan documents that will cover the legal and financial aspects of your plan. In this article, we will take a step-by-step look at how to use the VEPS software.

Before you begin, we recommend that you read Estate Planning 101: Benefits of an Estate Plan, which provides an overview of the elements that comprise a comprehensive estate plan, including:

  • Advance Health Care Directives
  • Powers of Attorney
  • Last Wills

  • Trusts
  • Probate documentation, if applicable

[div] [/div]

You may also want to gather the information and documents you will need to complete the VEPS process as quickly and easily as possible, which includes:

  • The full legal name of anyone to be listed as beneficiary, trustee or guardian
  • Bank account information: Bank names, addresses and account numbers
  • Investment account information: account or company name, address, and account number(s)
  • Life Insurance policies
  • IRAs or other qualified plans
  • Information about monies owed to you
  • Sole proprietorship information
  • Information about any Business-type entities to include in the trust, i.e., Limited Partnerships, General Partnership, LLCs, and closely-held Corporations
  • Real Property Deeds

Before You Create Your Estate Plan

Before you create your estate plan, you should complete the Estate Transition Checklist and the Estate Planning Priorities Survey, to understand your current foundation for success upon which to build your lasting legacy.

When you are ready to start the online estate plan creation process, click here.