What’s Included in Your Estate Plan

Your Will includes guardianship nominations for minor children and provides instructions for any assets not placed inside your Trust. It works alongside your Trust to complete your plan.

Your Living Trust outlines how assets placed inside it should be managed and distributed. It helps create a smoother, more private process for the person handling your affairs and reduces unnecessary steps later on.

A Medical Power of Attorney names the person who can speak with doctors and make medical decisions on your behalf if you cannot communicate your wishes.

This document names the person who can manage financial and day-to-day responsibilities, such as paying bills and handling accounts, if you are unable to do so yourself.

Your Final Wishes Document lets you clearly state preferences for cremation, burial, and other personal wishes you want documented.

This document allows you to outline your preferences for certain medical situations, giving healthcare providers and loved ones clear guidance during difficult moments.