All situations

You’re planning for their whole life. Start with the basics.

Between feedings and very little sleep, estate planning is the last thing on your mind. But a few simple steps can protect your child’s future and give you real peace of mind.

Two ways forward. Choose what fits.

Do it yourself

Create your Forward profile

Organize at your own pace, using the action items below as your starting point.

  • Organize documents, accounts, and wishes in one secure place
  • Choose who can see what, and change it anytime
  • Talk with a Steward later if you want to
Create your profile

Your first month is free. Cancel anytime before it ends.

With a Forward Steward · Free

Talk it over with a Steward

Schedule a free meeting with a Forward Steward about welcoming a baby.

  • Talk through your situation with someone who has helped families like yours
  • Leave knowing what to do first, and what can wait
  • No cost and no obligation
Schedule a free meeting

Pick a time that works for you.

Action items you can start today.

You don’t have to do it all at once. Start here.

  1. Step 1: Think about who would raise your child

    Choosing a guardian is one of the most important decisions new parents make. Talk it through with your partner and with the person you have in mind.

    How Forward helps · Record your wishes, and the reasons behind them, in one place.

  2. Step 2: Make or update your will

    A will is typically where parents name a guardian for minor children. An estate planning attorney can help you set this up correctly.

    How Forward helps · Find professionals in The Neighborhood and store the final documents securely.

  3. Step 3: Review life insurance and beneficiaries

    Make sure coverage reflects your growing family and beneficiaries are current. Ask a professional about the best way to leave money for a minor.

    How Forward helps · Keep policies and beneficiary details together.

  4. Step 4: Write down the everyday details

    Pediatrician, insurance, routines, and who to call. The things a caregiver would need on day one.

    How Forward helps · Share exactly what a guardian or caregiver needs to see, and nothing more.

Get the checklist.

A checklist for the essentials new parents put in place, plus prompts for choosing a guardian.

Tell us where to send it and we’ll email it to you: these action items, 6 documents to look for, questions to talk through, and a contact sheet.