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5 Estate Planning Documents You Must Have

Everyone wants to do estate planning but doesn't know the necessary documents. So here's the list of five estate planning documents youu2019ll need to draft and review before filing.<br>

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5 Estate Planning Documents You Must Have

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  1. 5 ESTATE PLANNING DOCUMENTS Last Will and Testament The last will and testament is a legal document used to express your last wishes. It dictates how your estate will be allocated after death. 01 Revocable Living Trust It is a legal tool created to control and distribute your assets like real estate, bank accounts, and investments after your demise. 02 Power of Attorney It designates a person who can take charge of your legal and financial matters and other important decisions on your behalf. 03 Healthcare Power of Attorney This legal document allows you to appoint a trustee to make decisions about your healthcare if you become unable to do so. 04 Beneficiary Designations When you designate beneficiaries, you identify the individuals who will inherit your retirement account. 05 Ready for estate planning, Get started immediately with Monday Morning Trust. (951) 742-8032 mondaymorningtrust.com

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