Estate Planning Documents

Estate planning documents can protect your loved ones and carry out important goals.
  • Basic will

    The most basic estate planning document, a will allows you to name beneficiaries, distribute personal property and, if you have minor children, name their guardians.
  • Trust

    A trust may give you control and flexibility in reaching your goals, providing for heirs and potentially minimizing estate taxes.
  • Durable power of attorney

    A durable power of attorney allows a trusted individual to take care of your financial affairs should you become incapacitated.
  • Living will

    A living will, also called an advance health care directive, allows you to specify in writing the kinds of health care you want under certain conditions if you’re unconscious, incapacitated or otherwise unable to communicate.
  • Medical power of attorney

    You can designate a person (your health care proxy) to make health care decisions for you based on your stated wishes for care.
  • Beneficiary designations

    The beneficiaries designated on insurance policies, annuities, IRAs and other retirement plans take precedence over your will.
  • Letter of intent

    Parents can write a letter of intent with instructions for a child’s care. Although not a legal document, the letter can be included with estate planning documents to provide guidance for a guardian, trustee, executor or others.

We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.

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