An estate plan is a series of elements that arrange for estate disposal. The plan involves creation of a will, assignment of power of attorney, a trust and beneficiary designations. Final arrangements, such as options for funerals and viewings, are also included in the plan. After the turmoil surrounding Terri Schiavo in the early 2000s, it is recommended to include a living will, as well. Prior to the beginning of planning, a person should inventory his or her assets and determine where or to whom certain important items will go.

Brokerage firms such as Fidelity, Merrill Lynch, Edward Jones, Charles Schwab, Wells Fargo and Ameriprise Financial were rated the best mediums for estate planning. Websites such as RocketLawyer and LegalZoom can aid in creating wills.