What are the Parts of an Estate Plan?

We work with you to write all the documents in your plan and any other documents needed.

Just some of what we write for your plan includes:

  • Last Will and Testament
  • Trust or Trusts
  • Durable Power of Attorney
  • Healthcare Power of Attorney
  • Protected Healthcare Information Waiver (HIPAA Waiver)
  • Living Wills (Advance Directive)
  • Beneficiary Deeds and Other Deeds as Needed

Arguably, the most important document in the entire set is the Powers of Attorney. A Durable Power of Attorney arranges for the management of your legal and financial affairs if you can’t manage them.  It names a trusted friend or family member to make decisions on your behalf.

A Healthcare Power of Attorney is like a Durable Power of Attorney, only for your healthcare decisions.  It names a trusted family member or friend to make decisions if you are incapacitated, unconscious, or can’t communicate.

Without powers of attorney, your family may be forced into court to be appointed as your guardian.  Only then will they have the power and authority to make decisions on your behalf.