Choose which estate planning documents you'd like to create. We recommend starting with the essential documents to ensure comprehensive protection for you and your family.
Your will is the foundation of any estate plan. Without one, state laws determine who inherits your assets, which may not align with your wishes.
A revocable living trust allows you to maintain control of your assets while alive, then seamlessly transfers them to beneficiaries without court involvement.
This document ensures someone can pay your bills, manage investments, and handle financial decisions if you're incapacitated due to illness or injury.
This directive tells doctors and family members your wishes about life-sustaining treatment, ensuring your values guide medical decisions when you can't speak for yourself.
HIPAA privacy laws prevent doctors from sharing medical information with anyone, including spouses and children, unless you specifically authorize it.
These instructions help your family honor your wishes and can prevent conflicts about funeral arrangements during an emotionally difficult time. Includes designation of a funeral agent to carry out your wishes and witness signature blocks for authenticity.
An ethical will or personal message lets you share what matters most beyond material possessions - your values, life lessons, and love for family.
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