Planning Your Estate Documents
Preparing for asset transfer and end-of-life decisions requires specific legal documents to protect your interests and ensure proper legal compliance.
Recommended Documents
Here are the most important legal documents for planning your estate situations:
Last Will and Testament
Medium Complexity
A legal document that communicates a person's final wishes regarding possessions and dependents
Urgency: Medium
Living Trust
High Complexity
A trust created during a person's lifetime to manage assets
Urgency: Medium
Power of Attorney
Medium Complexity
Legal document giving someone authority to make decisions on your behalf
Urgency: Medium
Healthcare Directive
Medium Complexity
Instructions for healthcare decisions if you're unable to make them
Urgency: Medium
Living Will
Medium Complexity
Document specifying wishes for medical treatment in terminal circumstances
Urgency: Medium
Explore Other Life Situations
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