Documents Included in the Estate Planning Packet

Estate planning is making a plan in advance and naming whom you want to receive the things you own after you. You can also appoint a Guardian for your minor Kids in the Estate Planning as well. There is no such documents titled Estate Planning in the estate planning process. It is achieve by different type of documents. In most cases the estate planning includes the following documents.

Here is the list of Documents Included in the Estate Planning Packet.

  1. Declaration of Trust
  2. Certificate of Trust
  3. Schedule of Assets
  4. Grant Deed – if required
  5. Financial Power of Attorney for each person
  6. Living Will ( Health Care Directives)
  7. Pour Over Will
  8. HIPPA Release
  9. Funding Instructions
  10. Grant Deed

Call us if you still have questions or doubts about the Estate Planning e.g. the how to choose the Guardian, who can be the Guardian, can the trustee and guardian be the same person or any other question concerning the Estate Planning.

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