Five Ways to Embrace Inclusion in Your Estate Planning

You can create positive change by applying inclusion, diversity, equity and accessibility (IDEA) principles when you plan your estate.

Two older adults smile as they work on paperwork together at their dining room table.
(Image credit: Getty Images)

Every single person deserves to exercise agency over the decisions that affect their lives and loved ones. Keeping one another safe and lifting each other up is a significant element of standing in solidarity with one another. Do these ideals resonate with you?

If so, and if you’re in the process of planning your estate, you may be wondering how best to incorporate principles of inclusion, diversity, equity and accessibility, or IDEA, into your plan. Thankfully, there are a few steps you can take to make your estate plan resonate with your IDEA values. Read on for actionable guidance to create a more inclusive framework as your lasting legacy.

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Allison L. Lee, Esq.
Attorney-at-Law, Director Trusts & Estate Content, FreeWill

Allison L. Lee is the Attorney-at-Law, Director Trusts & Estate Content for FreeWill, a mission-based public benefit corporation that partners with nonprofits to provide a simple, intuitive and efficient online self-help platform to create wills and other estate planning documents free of cost. Through its work democratizing access to these tools, FreeWill has helped raise billions for charity. Prior to joining FreeWill, Allison spent more than a decade in private practice.