Online Estate Planning Compliance Assistant

A guide to navigating key U.S. estate planning requirements.

User Profile

Provide some basic, non-identifiable information to tailor the guidance. This information is for this session only and will be part of your PDF summary.

State of Residence (USA)

Marital Status

Essential Documents Checklist

Track the status of key estate planning documents. Your selections will be included in the PDF download.

State-Specific Considerations

The information below highlights general rules and how they can vary. This is for educational purposes only and is not legal advice. Current State: Not Selected

Custom Notes & Action Items

Use this space to list questions for your attorney, note specific assets, or outline your next steps. This content will be added to your PDF download.

Most states require a will to be signed by the testator (the person making the will) in the presence of two disinterested witnesses, who also sign the will. Some states have exceptions for holographic (handwritten) wills. Using an online notary may or may not be valid depending on your state's laws on remote online notarization (RON).

Marital Property System

The U.S. has two systems. Your state, ${userProfile.state}, is a ${communityPropertyStates.includes(userProfile.state) ? 'Community Property' : 'Common Law'} state. This affects how marital assets are divided upon death or divorce.

State Estate Tax

The federal government has an estate tax, but some states also impose their own. Your state, ${userProfile.state}, ${hasStateEstateTax.includes(userProfile.state) ? 'currently has' : 'does NOT currently have'} its own estate tax. Tax laws change frequently, so this should be verified with a professional. The current Federal Estate Tax exemption for 2025 is $13.61 million per individual.

`; stateInfoContainer.innerHTML = infoHTML; } function downloadPDF() { if (typeof jspdf === 'undefined' || typeof jspdf.jsPDF === 'undefined') { console.error("jsPDF is not loaded."); return; } const { jsPDF } = jspdf; const doc = new jsPDF(); // Header doc.setFontSize(20); doc.setFont("helvetica", "bold"); doc.text("Estate Planning Compliance Summary", 105, 20, { align: 'center' }); doc.setFontSize(10); doc.setFont("helvetica", "normal"); doc.text(`Generated on: ${new Date().toLocaleDateString('en-US')}`, 105, 27, { align: 'center' }); // User Profile Section doc.setFontSize(16); doc.setFont("helvetica", "bold"); doc.text("User Profile", 14, 40); doc.setFontSize(12); doc.setFont("helvetica", "normal"); doc.text(`State of Residence: ${userProfile.state}`, 14, 48); doc.text(`Marital Status: ${userProfile.maritalStatus}`, 14, 56); // Checklist Section doc.setFontSize(16); doc.setFont("helvetica", "bold"); doc.text("Essential Documents Status", 14, 70); const tableBody = checklistItems.map(item => [item.text, item.checked ? 'Completed / Reviewed' : 'Pending']); doc.autoTable({ startY: 75, head: [['Document', 'Status']], body: tableBody, theme: 'grid', headStyles: { fillColor: [37, 99, 235] }, // Blue header }); // Custom Notes Section const notes = customNotesEl ? customNotesEl.value : ''; if (notes.trim() !== '') { const finalY = doc.lastAutoTable.finalY || 90; doc.setFontSize(16); doc.setFont("helvetica", "bold"); doc.text("Custom Notes & Action Items", 14, finalY + 15); doc.setFontSize(12); doc.setFont("helvetica", "normal"); const splitNotes = doc.splitTextToSize(notes, 180); doc.text(splitNotes, 14, finalY + 22); } // Footer Disclaimer const finalYPos = doc.internal.pageSize.height - 20; doc.setFontSize(8); doc.setTextColor(150); doc.text("This summary is for informational and educational purposes only and does not constitute legal or financial advice.", 105, finalYPos, { align: 'center' }); doc.save('Estate_Planning_Summary.pdf'); } // --- EVENT LISTENERS --- if (nextBtn) nextBtn.addEventListener('click', () => showTab(currentTab + 1)); if (prevBtn) prevBtn.addEventListener('click', () => showTab(currentTab - 1)); if (downloadBtn) downloadBtn.addEventListener('click', downloadPDF); if (stateSelect) stateSelect.addEventListener('change', updateStateInfo); if (maritalSelect) maritalSelect.addEventListener('change', updateStateInfo); // --- INITIAL RENDER --- initialize(); });