Legal Documents

Learn about essential legal documents for estate planning. Discover wills, trusts, powers of attorney, and healthcare directives to protect your family's fut...

How do I know which legal documents I need for my estate plan?

The legal documents you need depend on your family situation, assets, and personal preferences. Most people explore wills, powers of attorney, and healthcare directives as foundational documents. Those with larger estates or specific family circumstances often consider trusts and additional specialized documents to address their unique needs.

Essential Steps to Claim Inherited Assets in 2025
News

Essential Steps to Claim Inherited Assets in 2025

Discover essential legal steps to claim inherited assets, including property and investments, in 2025.
SimplyTrustSimplyTrust EditorialNovember 11, 2025
What Makes a Trust Legally Binding?
Trusts

What Makes a Trust Legally Binding?

What makes a trust legally binding? We’ve broken it down into eight essential elements or actions.
SimplyTrustSimplyTrust EditorialMay 22, 2025
5 Types of Power of Attorney
Estate Planning 101

5 Types of Power of Attorney

A power of attorney is crucial legal document for managing financial and healthcare decisions, ensuring peace of mind and future security.
SimplyTrustSimplyTrust EditorialMarch 31, 2025
What Is a Health Care Proxy and How Does It Work?
Estate Planning 101

What Is a Health Care Proxy and How Does It Work?

A health care proxy is a legal document appointing someone to make medical decisions for you if you’re incapacitated.
SimplyTrustSimplyTrust EditorialMarch 19, 2025
A Quick Overview of Wills
Estate Planning 101

A Quick Overview of Wills

A will outlines asset distribution, names guardians for minors, and prevents family disputes. Regular updates ensure it reflects life changes.
SimplyTrustSimplyTrust EditorialMarch 12, 2025