Estate & Trust · 6 min read
Estate planning documents nearly every adult needs
A will, powers of attorney, healthcare directives, and beneficiary designations working together.
A will
A will directs how property passes and who administers the estate. Without one, default statutory rules apply and may not reflect your intentions.
Powers of attorney
Financial and healthcare powers of attorney let someone act for you if you cannot. Without them, families often need court involvement at the worst possible time.
Beneficiary designations
Retirement accounts and insurance policies pass by designation, not by will. Outdated designations override a carefully drafted estate plan.
Review cycle
Marriage, divorce, births, deaths, business changes, and moves between jurisdictions are all reasons to revisit documents.
This article is general information only and is not legal advice. Reading it does not create an attorney-client relationship.