Estate Planning

> Documents required
   in an estate plan

Steps for Estate Planning 

Estate Planning

Documents Required in an Estate Plan

A proper estate plan consists of the following documents:

  • A will that details how your property will be divided.
  • Powers of attorney – one for property, one for personal care – that spell out who can make decisions for you if you’re incapacitated.
  • An insurance policy. This isn’t required but it is a good idea if you’re leaving behind young children or perhaps a substantial tax bill.
  • Finally, if you are planning to leave a donation to a charitable organization, we recommend that you write a personal letter to your family and loved ones, explaining the reasons for your donation and its importance. Your letter will help answer questions and concerns that your loved ones might have in the future.





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