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Estate Planning Documents

PREPARE YOUR OWN LEGAL DOCUMENTS FOR FREE

Poor planning, or not planning at all, can mean your family will spend more time and money to settle your estate. Having a trusted family attorney who works with you to complete key documents is often the best situation, but that is not always possible. In those cases, Servant Solutions is able to help through a free service provided by our recordkeeping partner, Principal Financial Group. Principal has teamed with ARAG* and now provides a package of estate planning documents available to you at no additional cost.

With access to ARAG’s free online resources, you and/or your spouse can prepare these legal documents:

  • Will

  • Healthcare Power of Attorney

  • HIPAA Authorization

  • Durable Power of Attorney

  • Living Will

  • Medical Treatment Authorization for Minors

Here are the steps:

  1. Log into your Servant Solutions account on Principal’s website.

  2. Select "My Account(s)", and then "Employer Sponsored Account"

  3. From the top bar, select “Planning Resources” and then “Principal Milestones.”

  4. Choose “Visit ARAG to get started” and complete your account set up. When you create an account with ARAG, your employer in this situation should be Servant Solutions. Once you have logged in, choose the Online Documents tab. This allows you to: create planning documents via easy-to-use interactive software and then view, print and edit personal documents you create.

“Thank you! I so appreciate your kind and prompt responses! Servant Solutions has been such a blessing for me. This has been a new area for me to deal with since Paul’s passing and I am so grateful that this has not been stressful because of your help. May blessings abound for your good work, Servant Solutions!”
— K. Crosley, recently widowed

When someone you love dies, the job of handling personal and legal details may fall to you. In some cases, it can be a stressful, bureaucratic task that can take a year or more to complete, all while you are grieving the loss of your loved one. The document below lists some basic items that will need to be done.

*ARAG stands for Allgemeine Rechtsschutzversicherungs Aktiengesellschaft and was founded more than 80 years ago with a mission to provide affordable legal representation to all.

**Please note as you create an account with ARAG, that your employer in this situation should be “Servant Solutions”.