Legal Documents that may be Included in a Comprehensive Estate Plan
The following documents may be helpful to you and your family. Please consult an attorney if you are interested in learning more and to ensure your estate plan covers essential areas to protect your assets and loved ones.
Last Will & Testament: Specifies how your assets will be distributed and appoints guardians for minor children.
Living Trust: Helps manage and distribute assets while avoiding probate.
Durable Power of Attorney (Financial): Appoints someone to handle your finances if you’re incapacitated.
Healthcare Power of Attorney: Designates someone to make medical decisions on your behalf.
Living Will: Outlines your healthcare preferences.
Beneficiary Designations: For retirement accounts, life insurance, etc.
Letter of Instruction: Provides additional guidance for executors or family members.
HIPAA Authorization: Allows designated individuals to access your medical information.
Funeral and Burial Instructions: Specific wishes regarding your final arrangements.
*The information provided on this page is for educational and informational purposes only and does not constitute legal, medical, financial, insurance, or other professional advice. DocuGuardian is a technology service platform and does not provide legal, medical, financial, insurance or other professional services of any kind. We strongly recommend consulting with a qualified legal, medical, financial, insurance, or other licensed professional for personalized guidance on your estate planning and legal, financial, medical, and insurance matters. Please review our Terms of Service for more information.
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