What is estate planning?

No matter how large or how modest, everyone has an estate. And an estate plan simply makes sure that everything you own, and what you wish to have happen, when you're no longer able to do it yourself or when you pass away, is handled the way you want. We work with a team of estate planning experts to help you develop the best strategies so that your family won't be burdened by speculating on what you may have wanted.

Get started

Here's what goes into a strong estate plan

A will

Tells your loved ones who should get what when you're no longer here and names a guardian if you have children under the age of 18.

Powers of attorney

If you're not able to make decisions about your finances or medical care, this allows someone you've chosen to make them for you.

Advanced directives (living will)

Lets doctors know which treatments, procedures, and medications you do or don't want to receive if you're unable to tell them.

Trusts (optional)

Allows a third party to hold assets on your behalf and specify how and when they will pass to your beneficiaries.

You've got estate planning questions, we've got answers.

Do you need an estate plan?

Take our quiz

How estate planning fits in with your financial plan

At Northwestern Mutual, estate planning is part of a strong overall financial plan. Through your advisor, you can also access other options to help you reach all of your goals, including investments for growth, insurance for protection, and annuities for more flexibility in retirement. Each is designed to reinforce the other so your personalized plan can work its hardest for you. Here's what our version of financial planning can do for you:

A happy family with their dog
  • Help grow your money with investments for today and in retirement

  • Make the most of what you have with recommendations for saving and paying down debt

  • Protect everything you've worked so hard for

Our approach to planning

Get matched with a financial advisor in four easy steps.

The Northwestern Mutual difference

97% policyowners staying with Northwestern Mutual

The percentage of our policyowners who stay with us year over year.1

4.9M+ clients at Northwestern Mutual

The number of people we're proud to call clients, and who put their trust in us.

164+ years strong through depressions, downturns, pandemics, and two world wars

The number of years we've been there for our clients—through depressions, downturns, and pandemics.

Ready to start your estate plan?

Our financial advisors will help with your estate planning and show you how it fits into your bigger financial plan.

It's easy to get started—no commitment, just a conversation.