Estate Planning

At Triage Cancer, we provide estate planning tools for individuals diagnosed with cancer 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.

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Browse Resources

State-Specific Estate Planning Tools

Triage Cancer's State-Specific Estate Planning Toolkit cover graphic

Triage Cancer’s State-Specific Estate Planning Toolkit contains comprehensive information about the estate planning process, and printable documents for each state, all in one place! And, our Chart of State Laws will take you through estate planning laws in your state.

Quick Guides & Checklists

Advance-Health-Care-Directives-Quick-Guide-Free-Estate-Planning-Resources

Quick Guide to Advance Health Care Directives

Estate planning can feel emotional and overwhelming. Our Quick Guides and Checklists present information in a brief, easy-to-digest, printable format to take some of the stress out of this process.

Animated Videos & Webinars

Triage Cancer Presents: Practical Things to Think About

Our award-winning 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.

Cancer Finances

A calculator sits on a stack of papers with a tiny wooden home in the background, representing cancer finance and estate planning

If you’re not sure exactly where to start with the estate planning process, our Estate Planning module is for you! This interactive toolkit will walk you through a series of prompts to help you make the decisions that are best for you.

One-on-one Help (Legal & Financial Navigation)

Triage Cancer Legal & Financial Navigation Program

Triage Cancer has a free Legal & Financial Navigation Program that provides one-on-one assistance on a variety of topics, including estate planning, to empower you to confidently take next steps.

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.

Magnolia Purpose in Planning® – Spanish

GoodTrust is a useful resource to help think through and manage the practical steps of planning ahead. You can create documents (e.g., wills, trusts, advance health care directives, pet directives, and more) using the platform and save them in a digital vault. They make it simple to protect your assets, share health care wishes, and name guardians for children and pets. When you purchase a one-year subscription using our link, you save $25 and Triage Cancer receives $25 to support free resources.

Other Helpful Resources

Information on Mental Health Advance Directives

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