What Documents Will Be Drafted In My Estate Plan?

There are several documents to include in your estate plan to prepare you and your family for the future. There are different reasons for each of these documents, so speaking with an attorney to discuss them is vital to decide what you need.

Here is a basic list of documents that are incorporated into most estate plans:

1. Last Will and Testament
2. Revocable Living Trust
3. Financial Durable Power of Attorney
4. Health Care Power of Attorney
5. Living Will and Advance Care Plan

You should also update your beneficiary designations and create a Letter of Instruction or Intent to explain and express your intentions after you pass away.

Contact us to learn more about how we can help you and your loved ones with estate planning.