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Connecticut Estate Planning

Estate Planning helps individuals prepare for the future. Our attorney-drafted templates are quick and easy to complete.

intro Estate Planning

What is Estate Planning?

Estate Planning involves creating documents that manage your assets and healthcare decisions. These documents ensure that your wishes are honored. Explore subcategories to find the most relevant templates.

Common Connecticut Estate Planning documents

  • Last Will and Testament — outlines asset distribution after death.
  • Durable Power of Attorney — designates someone to make decisions on your behalf.
  • Living Trust — holds assets for your benefit during your lifetime.
  • Living Will — specifies your healthcare wishes in case of incapacity.
  • Healthcare Directive — provides instructions for medical treatment preferences.
  • Probate Documents — necessary for settling an estate after death.

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Similar documents: key differences

  • Will vs. Living Trust — a Will takes effect after death, while a Living Trust can manage assets during life.
  • Power of Attorney vs. Healthcare Proxy — Power of Attorney covers financial decisions, Healthcare Proxy specifically addresses medical choices.
  • Living Will vs. Healthcare Directive — both express healthcare preferences, but terminology may vary by state.
  • Probate vs. Non-Probate Assets — probate assets go through court, non-probate assets transfer automatically.

  • Ensure capacity when signing documents to validate their effectiveness.

  • Many documents may require witnesses or notarization for legitimacy.

  • Documents should align with each other regarding titles and beneficiaries.

  • Regular updates are essential after major life changes, like marriage or divorce.

  • Select trusted individuals for roles like executor or agent.

  • Store original documents securely and inform relevant parties of their location.

How to get started

Start in minutes with these steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

Practical tip

It's common to feel uncertain about whom to choose as your Power of Attorney; consider someone you trust to act in your best interest.

FAQs

An estate plan manages your assets and healthcare decisions during life and after death.

Review and update your estate plan after major life events, like marriage or the birth of a child.

A Durable Power of Attorney allows someone to manage your financial affairs if you become incapacitated.

A Living Will outlines your healthcare preferences and can provide clarity during critical medical situations.

If you die without a Will, your estate will be distributed according to state laws, which may not reflect your wishes.

Glossary

  • Will - A legal document outlining asset distribution after death.
  • Trust - An arrangement allowing one party to hold assets for another.
  • Power of Attorney - Authority to act on someone else's behalf in legal matters.
  • Living Will - Document specifying healthcare wishes in case of incapacity.
  • Probate - Legal process of administering a deceased person's estate.
  • Healthcare Proxy - Person designated to make medical decisions on your behalf.
  • Beneficiary - Individual or entity designated to receive assets from an estate.
  • Executor - Person responsible for administering a deceased person's estate.
  • Asset - Any property owned by an individual or entity.
  • Directive - Instructions regarding specific actions, often related to healthcare.

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