Estate Planning Documents that You Need

couples holding estate planning documents

What is Estate Planning?

Last Will

Revocable living trust

Beneficiary Designations

Advance healthcare directive (AHCD)

Financial power of attorney (POA)

Insurance policies and financial information

Proof of identity documents

Titles and property deeds

Digital account logins and passwords

Funeral instructions and wishes

Estate Planning Documents FAQs

How Often Do I Need to Update My Estate Planning Documents?

You can periodically review and update your documents after significant life events, such as marriage, divorce, births, deaths, or significant financial changes. Laws can also change, affecting your plan.

What Occurs if I Pass Away Without Estate Planning Documents?

If you pass away without a will or trust, intestacy laws in your state will determine how your assets are distributed. This may not align with your wishes, and the process can be lengthy and costly.

Is It Possible to Make Changes to My Will or Trust After It’s Created?

You can update your will or trust through codicils (for wills) or trust amendments. Consult an attorney to ensure changes are made correctly and legally to avoid complications.