Profession-Specific Guides
Legacy planning guides written for how you actually live and work
Estate and legacy planning isn't one-size-fits-all. Your career creates unique assets, liabilities, and obligations. Find the guide written for your specific situation.
Healthcare
Doctors, nurses, and allied health professionals face unique liability, licensing, and retirement planning considerations.
🩺Physicians & Doctors
Estate planning guide for physicians: protecting your practice, malpractice considerations, and leaving a meaningful legacy for your family.
🦷Dentists & Dental Surgeons
Estate planning guide for dentists: dental practice succession, equipment valuation, and protecting your family's financial future.
👩⚕️Nurses & Healthcare Professionals
Estate planning guide for nurses: managing shift work income, pension benefits, and creating a lasting legacy for your family.
💊Pharmacists & Pharmacy Owners
Estate planning for pharmacists: independent pharmacy succession, DEA registration, and protecting prescription records and patient data.
🐾Veterinarians & Veterinary Practice Owners
Estate planning for veterinarians: vet practice succession, DEA controlled substances, and protecting your practice's value for your family.
Legal & Finance
Professionals who advise others on financial matters often overlook their own legacy planning.
⚖️Attorneys & Lawyers
Estate planning guide for lawyers and attorneys: law firm succession, client file transfer obligations, and IOLTA trust account responsibilities.
📊Accountants & CPAs
Estate planning guide for CPAs and accountants: accounting practice succession, client confidentiality, and protecting your financial legacy.
📈Financial Advisors & Wealth Managers
Estate planning for financial advisors: book of business succession, FINRA registration, client asset transfer, and protecting your firm's value.
Business & Entrepreneurship
Business owners carry the added complexity of succession planning, valuation, and key-person risk.
🏪Small Business Owners
Estate planning for small business owners: business succession, family buyout, key-person insurance, and protecting what you built.
🚀Entrepreneurs & Startup Founders
Estate planning for entrepreneurs: equity in startups, vesting schedules, investor agreements, and protecting your family if you can't continue.
💼Corporate Executives
Estate planning for executives: deferred compensation, golden parachutes, executive life insurance, and protecting your corporate benefits.
🏠Real Estate Agents & Brokers
Estate planning for real estate professionals: commission-based income planning, real estate portfolio succession, and protecting your business relationships.
Trades & Transportation
Physical-risk professions and self-employed tradespeople have distinct insurance and income-protection needs.
🔨Contractors & Construction Business Owners
Estate planning for contractors and builders: contractor licensing, bonding, active job site liabilities, and succession for a construction business.
🚛Truck Drivers & Logistics Professionals
Estate planning for truck drivers: CDL succession, owner-operator business assets, lease agreements, and protecting your family's income.
✈️Pilots & Commercial Aviation Professionals
Estate planning for pilots: mandatory retirement at 65, pilot pension plans, jumpseat benefits for family, and planning for a high-income career with a mandatory end date.
Public Service & Military
Government employees, veterans, and first responders often have pension, benefit, and benefit-transfer complexities.
🎖️Military Veterans & Active Duty
Estate planning guide for veterans and military families: VA benefits, SGLI, survivor benefit plans, and honoring your service in your legacy.
🚒Police Officers & Firefighters
Estate planning for first responders: line-of-duty death benefits, public safety pension survivor plans, and protecting your family if the unthinkable happens.
📚Teachers & Educators
Estate planning for teachers: pension survivor benefits, union life insurance, and leaving a legacy that reflects a lifetime of service to others.
🤝Social Workers & Nonprofit Professionals
Estate planning for social workers and nonprofit professionals: modest income planning, charitable giving legacy, and leaving a mission-driven legacy.
Arts, Science & Agriculture
Creative and intellectual property, academic tenure, and farm succession all require specialized planning.
🎨Artists, Writers & Creative Professionals
Estate planning for artists and creatives: copyright ownership, royalty streams, protecting your creative work, and ensuring your art outlives you.
⚙️Engineers
Estate planning for engineers: stock options, RSUs, professional licenses, and organizing complex technical assets for your family.
📐Architects & Design Professionals
Estate planning for architects: architectural copyright, project files, professional license succession, and preserving a design legacy.
🎓University Professors & Academics
Estate planning for professors: academic tenure, TIAA-CREF retirement accounts, research grants, intellectual property, and leaving a scholarly legacy.
🌾Farmers & Ranchers
Estate planning for farmers and ranchers: farm succession, land transfer, USDA programs, and keeping the farm in the family for generations.
⛪Pastors, Priests & Clergy
Estate planning for clergy: housing allowance, church property, denominational benefits, and leaving a spiritual legacy your congregation will remember.
Ready when you are
Don't see your profession?
Our AI-guided tools work for everyone — regardless of profession. Start with the wing that feels most relevant to you.
Get started — $9.99/moCancel anytime. Browser-first privacy.
Also see:
Estate Planning by State →Important disclaimer
This content is for general informational purposes only and does not constitute legal, tax, or financial advice. It was created with the assistance of AI and may contain inaccuracies. Always consult a qualified professional before making decisions.