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These documents include a financial power of attorney, an advance care directive, and a living trust or a last will.
The Estate Planning Must-Haves. Wills and Trusts. Durable Power of Attorney. Beneficiary Designations. Letter of Intent. Healthcare Power of Attorney. Guardianship Designations. Estate Planning FAQs.
A: While there are many different ways to approach estate planning, the four foundational documents we're focusing on here are wills, trusts, advance directives, and powers of attorney.
5 Steps to Organize Estate Documents for Your Executor 5 Steps to Organize. ... Step 1: Create a checklist of important documents (and their locations) ... Step 2: List the names and contact information of key associates. ... Step 3: Catalog your digital asset inventory. ... Step 4: Ensure all documents are organized and accessible.
An estate planning checklist is a guide on how to plan an individual's assets and end-of-life health care if they should die or become incapacitated.