Skip to main content

Estate Planning Documents

Navigate the essential estate planning documents needed to protect your legacy and ensure peace of mind for your loved ones.

What estate planning documents are essential for a comprehensive plan?

Essential estate planning documents typically include a will, which outlines asset distribution and guardianship wishes, and a living trust, which helps manage your assets both during your lifetime and after. Powers of attorney for financial and health care decisions are also crucial, as they designate someone to make decisions on your behalf if you're unable to do so. Advance directives express your health care wishes. These documents work together to ensure that your desires are legally recognized and that your family is supported in managing your affairs.