Estate Plan Explainer Documents

JOINT/FAMILY REVOCABLE LIVING TRUSTS

• Joint/Family Revocable Living Trust Agreement - Minor Children, Assignment, and Certification of Trust

• Joint/Family Revocable Living Trust Agreement - Adult Children/No Children, Assignment, and Certification of Trust

• Pour Over Will

INDIVIDUAL REVOCABLE LIVING TRUSTS

• Revocable Living Trust - Minor Children, Assignment, and Certification of Trust

  • SECURE Act

• Revocable Living Trust - No Minor Children, Assignment, Certification of Trust

• Pour Over Will

WILLS

• Will - No Minor Children / No Children

• Will - Minor Children, Testamentary Trust and Guardianship Nomination

• Will Article II: Debt Payments and Tax Filings - more information

• Sample Tangible Personal Property Memorandum as authorized by Article III: Memorandum

POWERS OF ATTORNEY AND ADVANCE DIRECTIVES

• Health Care Power of Attorney

• Advance Directive Regarding a Natural Death

• Authorization for Use and Disclosure of Protected Health Information

• Durable General Power of Attorney