Providing free education on the legal and practical issues to help you navigate health care.

Estate Planning

At Triage Health, we provide estate planning tools for individuals diagnosed with a chronic or serious medical illness and their caregivers. Below is information to help you understand and complete the legal documents that can make up an estate plan, including wills, trusts, advance health care directives, powers of attorney for financial affairs, and much more. Estate planning also includes medical decision-making and practical issues, like who has access to your digital assets (e.g., pictures, music, emails). Estate planning is an important process for individuals and families, no matter your age, health, or income.

Quick Guides & Checklists

State-Specific Estate Planning Tools

Triage Health offers a State-Specific Estate Planning Toolkit. This information is applicable to everyone and contains comprehensive information about the estate planning process, and printable documents for each state, all in one place! And, the Chart of State Laws will take you through estate planning laws in your state.

Animated Videos & Webinars

Triage Health's Planning Ahead animated video series presents information you need to know about estate planning in just a few minutes! If you are looking for a more comprehensive explanation of estate planning matters, then webinars are for you.


Register for our April 30 Webinar on Estate Planning here.

Watch all of our free animated videos in English, Spanish and other languages here.

More Tools

Magnolia Purpose in Planning®, brought to you by Eisai Inc., in partnership with Triage Cancer and CancerCare, is a resource designed to help support those affected by cancer in planning for the future.

Other Helpful Resources