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Vermont Estate Planning

Estate planning helps individuals organize their affairs for the future. Attorney-drafted templates can simplify the process and make it easy to complete.

intro Estate Planning

What is Estate Planning?

Estate planning involves creating legal documents to outline how your assets will be managed and distributed after your death. Explore subcategories to find the most relevant templates for your needs.

Common Vermont Estate Planning documents

  • Last Will and Testament — specifies how your assets will be distributed after passing.
  • Living Trust — manages your assets during your lifetime and after your death.
  • Power of Attorney — appoints someone to make decisions on your behalf.
  • Living Will — outlines your healthcare preferences in case of incapacity.
  • Advance Healthcare Directive — combines instructions for treatment and appoints a healthcare agent.
  • Durable Power of Attorney for Healthcare — specifically grants authority for medical decisions.

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Similar documents: key differences

  • Will vs. Trust — a will distributes assets after death, while a trust can manage assets during life.
  • Power of Attorney vs. Healthcare Proxy — a Power of Attorney handles financial matters, while a Healthcare Proxy focuses on medical decisions.
  • Living Will vs. Advance Directive — both express healthcare wishes, but an Advance Directive may also appoint a decision-maker.
  • Revocable Trust vs. Irrevocable Trust — a revocable trust can be changed, whereas an irrevocable trust cannot be altered once created.

  • Ensure proper signing and capacity when creating documents.

  • Many documents may require witnesses or notarization to be valid.

  • Related documents must align in terms of beneficiaries and designations.

  • Update documents after major life events like marriage or divorce.

  • Select trustworthy individuals for roles like executor or agent.

  • Store original documents securely to prevent loss or tampering.

  • Review and adjust your estate plan regularly to reflect your current wishes.

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.

Practical tip

Consider discussing your estate plan with family to ensure everyone understands your wishes.

FAQs

Estate planning helps you manage and distribute your assets according to your wishes.

While not required, legal assistance can ensure your documents meet your needs.

It's advisable to review and update your estate plan after significant life changes.

A Power of Attorney allows someone to make decisions on your behalf if you are unable.

A will distributes your assets after death, while a trust can manage assets during your life.

Glossary

  • Will - A legal document outlining asset distribution after death.
  • Trust - An arrangement to manage assets during life and after death.
  • Power of Attorney - A document allowing someone to act on your behalf.
  • Living Will - A document specifying healthcare preferences if incapacitated.
  • Executor - The person responsible for administering a will.
  • Beneficiary - An individual entitled to receive assets from an estate.
  • Healthcare Proxy - Someone appointed to make medical decisions for you.
  • Advance Directive - A document detailing healthcare wishes and appointing a decision-maker.
  • Incapacity - The inability to make decisions due to health conditions.
  • Asset Distribution - The process of dividing assets among beneficiaries.

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