Common estate planning documents
Estate planning often involves preparing documents that control how decisions are made during life and how property is handled after death. The sections below provide a quick overview and link to dedicated pages (coming soon).
Will
A will typically names beneficiaries, appoints an executor, and may designate guardians for minor children. It can also clarify specific gifts and how remaining property should be distributed. Proper signing and witness requirements vary by state and can affect validity.
Learn more →Trust
Trusts can be used to manage assets, control distribution timing, and in some cases reduce probate complexity. They may be useful for blended families, minor beneficiaries, special needs planning, or privacy concerns. The right structure depends on goals, asset types, and local rules.
Learn more →Power of Attorney
A power of attorney authorizes someone to act on your behalf for financial or legal matters if you can’t. Some documents take effect immediately; others are “springing” and activate under specific conditions. Banks and institutions may have particular requirements for acceptance.
Learn more →