Estate planning documents

Learn the basic documents that are essential to your estate plan including a last will & testament, living will, & medical and financial power of attorney.

An estate plan can be designed to take care of your family if something happened to you. With a carefully drafted set of estate plan documents, you can ensure that your wishes are carried out after your passing or incapacitation. Let’s take a closer look at a helpful estate planning checklist that can walk you through the process. #estateplanning #financialplanning #futureplanning #moneytips #estateplan | Money motivation | Money goals | Financial Freedom

What if you died (or got deathly ill) tomorrow? Would your loved ones know where to find important documents? Do they know how to pay the electric bill to keep the lights on? Would they be able to find the life insurance policy? Does anyone know the password to get into your computer? Here are …

Use our comprehensive estate planning guide and checklist to determine if an online service is right for you.

Both wills and trusts are estate planning documents used to pass on wealth and property to loved ones upon death. However, trusts come with some distinct advantages over wills that you should consider when creating your plan. That said, when comparing the two planning tools, you won’t necessarily be choosing between one or the other—mostRead more

📄 Estate Planning Essentials! 💡 Did you know there are several key documents that make up a comprehensive estate plan? Here’s a quick look at the most important ones: Will 🖋️: Directs how your assets will be distributed. Trust 💼: Helps manage and protect your assets. Power of Attorney 🤝: Appoints someone to make financial decisions for you. Healthcare Directive ❤️: Lays out your medical wishes. Guardianship Designation 👶: Names a guardian for your minor children. Having these…

A Last Will and Testament tells your family members and the courts who should inherit your assets after you die. Create & download your Last Will in only minutes by answering easy online questions at 12Law.com. 100% guaranteed valid in your state.

More than half (56%) of Americans believe that estate planning is important, but only a third have documented their plans, according to LegalZoom. Yeomans...

Pin by Angela K on Retirement Papers in 2022 | Estate planning checklist, Funeral planning checklist, Family emergency binder

Estate planning isnt just for the wealthy. Check out estate planning basics for all ages! Theres no better way to let your loved ones know how much you care

Remember to update your Will and other estate planning documents after your divorce. Here is an easy chart with the basic estate planning terms you need to know.

A checklist for how to organize your estate related documents

Beyond a will, here are nine other documents that are just as important to ensure your wishes are legally sound.

If something were to happen to you, would your spouse or important people in your life know where to look for your important records (like bank assets, retirement savings, your will and estate planning)? If not, check out these 4 tips on how to organize your important documents so you're ready in case of an emergency. #organization #organize

How to make sure your assets pass to your loved ones exactly as you want—with the fewest possible hassles, taxes and delays

If you fall gravely ill or die unexpectedly? Will your loved ones know what to do and, most importantly, where to look for important paperwork to guide?

That’s why having an In Case of Death Plan Binder is one of the most thoughtful and responsible things you can do for your family.

Here are some common life events that can affect your estate plan. Creating an estate plan isn't a 'set it and forget it' process. Sometimes, it may need to be revisited based on important life changes. To learn more about how you can ensure that your estate plan accurately reflects your present wishes, read the full blog post.