Learn about estate planning

Will

A will is a legal document that dictates what happens to your assets at your death. It has no legal effect while you're still alive and you can change it.

Advanced Designation Of Guardianship

This is a legal document that allows you to name whom you would like to be the guardian of your minor children or yourself if a guardian is ever needed.

Medical Power Of Attorney

A medical power of attorney is a legal document that allows someone you appoint to make medical decisions for you if you cannot make them for yourself.

Advanced Medical Directive

Sometimes called a living will, this is a legal document that outlines what type of medical intervention you want at the end of your life. Having this document eases the burden on your loved ones.

Durable Power Of Attorney

A durable power of attorney is a legal document that allows someone you appoint to make financial decisions for you if you cannot make them for yourself.

Disposition Of Remains

This is a legal document that outlines what you would like to happen to your body at your death and appoints an agent to handle its disposition.

Revocable Living Trust

A legal document that allows you to appoint someone to manage your assets if you become incapacitated and then distribute them at your death without going through probate

Trustee

A trustee is a person or firm that holds and administers property or assets for the benefit of a third party. They have to act within the boundaries set by the trust instrument.

HIPAA Disclosure

This is a legal document that allows your doctor and other medical professionals to discuss your medical records with the agent that you appoint. This makes life a lot easier for your medical power of attorney.

Beneficiary

A beneficiary is the person who is intended to financially benefit from a trust. This is usually in the form of money paid to them from the trust.

Spendthrift Trust

This is an irrevocable trust set up for a beneficiary who is not able to make sage financial decisions. Someone other than the beneficiary is named as the trustee.

Grantor

The grantor of a trust is the person who creates and then funds the trust. A person can be both the grantor and the beneficiary of a trust.