Essential Estate Planning Documents

Everybody Needs a Will

A will determines how your assets and belongings are distributed to others after you die. If you have minor children you can also designate guardians if necessary. Wills can be very simple or very complex, depending on how you want your estate divided when you pass.

Durable Financial Power of Attorney

A power of attorney appoints a person to handle financial matters on your behalf if you cannot. The Power of Attorney is not permanent, it’s only in effect as long as you are not able to make decisions.

Advance Healthcare Directive

A Care Directive details your specific wishes for medical and end-of-life care if you are not able to make those decisions for yourself. Care Directives let you decide ahead of time what your specific care wishes are in different medical situations so there is no confusion.

Revocable Living Trusts

A living trust allows you to transfer your assets into the ownership of a trust. The trust owns your assets and manages them while you are alive. Trusts significantly simplify transferring assets after you die because it bypasses the usual probate court proceedings.

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