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The USAA Educational Foundation
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    Plan

    Learn how to lay the foundation to achieve your financial dreams.

    • Learning Guide
    • Financial Game Plan

    • Financial Health Assessment
  • Budget & Savings
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    Budget & Savings

    Learn to track income, spending, and calculating savings for large or unexpected purchases.

    • Budget
    • Learning Guide
    • Build a Budget
    • Savings
    • Learning Guide
    • Save for Emergencies
  • Credit & Debt
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    Understanding Credit and Managing Debt

    Learn how proper use of debt and credit can help you achieve a strong financial foundation and future.

    • Credit
    • Learning Guide
    • Understanding Credit
    • Debt
    • Learning Guides
    • Managing Debt
    • Debt Destroyer®
  • Major Purchases
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    Major Purchases

    Learn key financial tips to make sure your next car or home purchase work as part of your bigger financial plan.

    • Home Ownership
    • Learning Guide
    • Home Buying HQ
    • Purchasing a Vehicle
    • Learning Guide
    • Car Buying Basics
  • Insurance & Protection
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    Insurance & Protection

    Learn about how to protect your finances and those of your loved ones before a catastrophe strikes.

    • Property & Auto Insurance
    • Learning Guides
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    • Life Insurance
    • Learning Guide
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  • Invest for the Future
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    Invest for the Future

    Invest today to strengthen your financial security for tomorrow.

    • Retirement
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    • Saving for Retirement
    • Investing
    • Learning Guide
    • Investing for Growth
    • College
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  • Estate Plan
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    Estate Plan

    Understand the importance of planning your estate and leaving a legacy.

    • Estate Plan Goals
    • Learning Guide
    • Prepare Your Legal Documents
  • Life Events
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    Life Events

    With each new milestone in family or military life, financial priorities can shift. Get expert advice about what to consider along the journey to set yourself up for success.

    • MilLife Events
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  • About Us
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    • About Us
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  2. Estate Plan

Estate Plan

Developing an estate plan isn’t just for the wealthy. It’s critical to protect and provide for your survivors.

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Estate Plan Goals


Recommended Tools & Resources

Estate Plan documents
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Key Estate Planning Documents

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Steps to Build an Estate Plan

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Net Worth Calculator

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Life Insurance Needs Calculator


News & Insights

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Military Spouse greeting her loved one after deployment.
May 6, 2025

Honoring Military Spouses – Celebrating the Financial Strength Behind the Uniform

Veteran and caregiver
April 30, 2025

When the Job You Need Doesn't Fit the Life You Live

The USAA Educational Foundation
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