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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.

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