Estate Planning: The Six Essential Documents To Have In Place

Our presentation will be an overview of estate planning. We will cover what documents create an estate plan and the impacts of proper (and improper) planning. When drafting an estate plan, an individual is planning for both incapacity and death. Often, people focus primarily on their passing, but it’s critical that one also plan for incapacity. We will discuss both the estate planning documents that cover incapacity and death.

These documents include:

1. Last Will and Testament
2. Durable Powers of Attorney
3. Health Care Directives
4. Statement Regarding Disposition of Remains
5. Tangible Personal Property Lists
6. Funeral and Burial Instructions

We will also briefly discuss other documents that sometimes come into play, including, but not limited to trusts, community property agreements, status of property agreements, and separate property agreements.