There are two sides to the document needed for estate planning.
First are what you should gather up and take to the planner.
Second are the documents the planner should create.
Documents You Need to Gather Up
- Retirement planning documents. Latest statements from your retirement plans.
- Statements from your cash accounts.
- Statements from your investment accounts.
- Employee benefit documents.
- Life insurance policies.
- Annuity contracts.
- Current Social Security statement.
- Most recent pay information.
- Any old estate planning documents.
Documents the Planner Should Create
- Certificate of Trust
- Affidavit of Trust
- Assignment of Personal Property
- Deed(s) for your real estate
- Summary of plan
- Durable Power of Attorney
- Healthcare Power of Attorney
- HIPAA Waiver (Protected Healthcare Information Release)
- Living Will (Not a Last Will and Testament, but a healthcare advance directive)
- Memorial instructions
- Memorandum of Gifts
- Other very specific documents depending on your plan
- Can I do Estate Planning Myself?
- Estate Planning Checklist
- Estate Planning Interview Checklist
- Simple Estate Planning Worksheet
- What Documents are Needed for Estate Planning?
- What Information is Needed for Estate Planning?
- What is the Difference Between Will and Estate Planning?
- When Should You do Estate Planning?
Estate Planning Dot Com
Estate Planning on WikiPedia
AARP Estate Planning