A COMPLETE PLAN

Unique for every individual,
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WHAT IS A COMPLETE ESTATE PLAN?

A complete estate plan is unique for every individual as it must take into account a wealth of personal data across varying categories such as the client’s family, finances, health status, and general intention of how they wish their personal and financial affairs to be handled during life, in cases of incapacity, and after death.

Every estate plan will typically rely, at a minimum, on the following documents to be drafted specifically for the client:

  1. Will

  2. Revocable Living Trust

  3. Power of Attorney

  4. Advance Healthcare Directive

  5. Certification of Trust

  6. Assignment to Trust

GOT THE DOCUMENTS - IS THAT ALL?

Estate planning involves more than just creation of legal documents. An estate planning lawyer should also provide guidance on:

  1. Transferring title and assets into a trust.

  2. Pay-on-death and transfer-on-death accounts.

  3. Beneficiary designations.

  4. Joint tenancies.

  5. Marital deductions, if applicable.