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Commonly Asked Questions about Legal Documents for Estates

Common estate planning documents are wills, trusts, powers of attorney, and living wills. Everyone can benefit from having a will, no matter how small their estate or simple their wishes. Online estate planning services offer basic packages for less than $200.
Set up a filing system for estate records You should have a file that locks to keep the estate paperwork, which is confidential, safe. You can create a file for the estate with separate file folders within the file for each topic. Folder titles for the estate administration file might include: Correspondence and memos. How to Organize the Estate Administration Process - dummies dummies.com article estate-planning h dummies.com article estate-planning h
4 Documents Suze Orman Says You Need Will. A will is a legal document that, among other things, outlines where you want your assets to go after you die. Living Revocable Trust. Durable Power of Attorney for Healthcare. Advance Directive.
An estate plan is a collection of documents and includes a will, guardianship designations, healthcare power of attorney, beneficiary designations, durable power of attorney, and a personal letter of intent, outlining your wishes, should you die or become incapacitated. 6 Estate Planning Must-Haves - Investopedia investopedia.com estateplanchecklist investopedia.com estateplanchecklist
Common documents include a will, durable power of attorney for finances, and a living trust. Share this infographic to spread the word about getting your affairs in order. A will specifies how your estate your property, money, and other assets will be distributed and managed when you die.
Your Last Will and Testament. Many attorneys place a will at the top of their list of essential documents. Living Will/Healthcare Directive. Durable Power of Attorney (POA) Babysitter Authorization. Prenuptial Agreement.
In an emergency, its crucial to have a few essential legal estate documents readily accessible, such as a Last Will and Testament, Advance Healthcare Directive, Durable Power of Attorney (aka Financial Power of Attorney), and Living 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.
Vital records such as birth and death certificates, and certificates of marriage, divorce, citizenship, or adoption. Contact information for children, neighbors, other close family and friends, lawyers, financial advisors, and religious contacts.