Lincoln Financial Group - Online Will Preparation

Group Benefits

Online will preparation via GuidanceResources ® Step-by-step instructions

What is online will preparation? Having a will allows you to designate who’ll receive your property and assets when you’re gone. Without one, your state determines how your estate is distributed. Lincoln Financial Group’s trusted partnership with LifeKeys ® includes GuidanceResources ® online will preparation services with your life insurance policy. GuidanceResources will securely walk you through each step of documenting your final wishes and executing a will. Online will preparation allows you to document your final wishes, including naming: ƒ Beneficiaries to inherit property ƒ A guardian to care for minor children Online will preparation is straightforward. With GuidanceResources, you can: ƒ Follow detailed instructions and definitions that guide you through the process. ƒ Create, save, and print a legally binding will that you can update at any time. ƒ Make unlimited revisions at no cost. Personal legal forms and documents are stored on a secure server and are only accessible via password.

Where do I begin?

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Provide required information to create an online account.

Go to GuidanceResources.com . First-time users: Register with access code LIFEKEYS and navigate to the EstateGuidance ® tile.

Select Create Last Will and Testament - FREE Click Get Started.

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Answer the preliminary questions. You can add a living will or final arrangements for an additional cost. Click Get Started to proceed.

Enter your personal information, and click Next to move through all eight sections

Congratulations — you’ve completed your will! Download the document to your computer or have it emailed to you at no cost, or request a printed copy for $14.99.

(Personal, Family, Estate, Gifts, Remainder, Minors, Legal Rep, and Other).

Be sure to sign and date your last will and testament in the presence of qualified witnesses and a notary public.

It’s easy to access online will prep. Just visit GuidanceResources.com or download the GuidanceNow mobile app. (First time user enter web ID: LifeKeys)

©2022 Lincoln National Corporation LincolnFinancial.com Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. LCN-5038820-101822 MAP 11/22 Z05 Order code: LFE-WPREP-FLI001

LifeKeys ® services are provided by ComPsych ® Corporation, Chicago, IL. ComPsych ® is not a Lincoln Financial Group ® company. Coverage is subject to actual contract language. Each independent company is solely responsible for its own obligations. GuidanceResources ® is a trademark of ComPsych ® Corporation. State limitations apply. Limited benefits are available to those sitused in New York and Washington state.

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