1. Home
  2. Knowledge Base
  3. Wills & Trusts
  4. What documents are included in an Estate Plan?

What documents are included in an Estate Plan?

Although some documents may vary slightly from state to state, our comprehensive Estate Plans generally include:

Living Trust or Will: the main document in the plan that governs how assets are to be distributed upon your death (and managed in the event of your incapacity, if a trust).

Pour-Over Will(s) (only provided with Estate Plans that include a Trust): a back-up plan to the trust that covers any assets that have not been funded into the trust during your lifetime – it instructs the probate court to put these assets into your trust after you pass.

Durable Powers of Attorney: financial power of attorney where you will nominate who can make legal decisions for you in the event you become incapacitated.

Advance Healthcare Directive(s): medical power of attorney where you will nominate who can make medical decisions for you in the event you become incapacitated.

HIPAA Authorization Form(s): enables your medical power of attorney to receive and disclose your private medical information.

Nomination of Guardians for Minor Children (if applicable): who you assign to be the guardian of your children when you pass.

Certificate Of Trust: a two page document that proves you have a trust

Trustee’s Affidavit: documents to be presented to interested third parties instead of presenting the actual trust itself.

Personal Property Memorandum(s): a fill in form where you can distribute specific tangible personal property to specific people. If left uncompleted, the tangible personal property will split equally amongst your beneficiaries

Funding Instructions: instructions on how to fund various assets going forward.

Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support

REQUEST A FREE CONSULTATION

Fill out the form below to receive a free and confidential consultation.

7 + 13 =

"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY