Common Massachusetts Estate Planning documents

  • Last Will — outlines asset distribution and appoints guardians.
  • Durable Power of Attorney — designates someone to make decisions on your behalf.
  • Living Trust — holds assets for your benefit while alive and distributes them after death.
  • Healthcare Directive — specifies your medical treatment preferences if you're unable to communicate.
  • Probate Documents — guide the legal process of settling an estate after death.

How to get started

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  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
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  • Complete it in the online editor.
  • Export or send: download, email, mail, or e-sign.

FAQs

Estate planning prepares you for asset management and healthcare decisions during and after life.

While some people choose to consult a lawyer, many templates are user-friendly and easy to complete.

Review your estate plan after significant life changes, such as marriage, divorce, or the birth of a child.

Without a plan, state laws dictate how your assets are distributed, which may not align with your wishes.

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