Depending on which plan you choose, our Estate Planning tool can help you create all major legally binding documents needed for even complex situations.
A full list of documents can be found below:
| What’s included | Basic Will | Full Will | Trust |
|---|---|---|---|
|
Last Will & Testament A document that provides control over what happens to your assets after death. |
Y | Y | Y |
|
Designate where your assets will go Determines who gets your assets - bank deposits, brokerage accounts, vehicles, real estate, etc. |
Y | Y | Y |
|
Specific distribution of assets Provides fine-grain control over which individuals get specific assets. |
Y | Y | |
|
Living Will Outlines your preferences for medical care if you are otherwise incapacitated. |
Y | Y | |
|
Guardianship for minor children A document that outlines who should take care of your children in the event of an untimely passing. |
Y | Y | |
|
Advanced Healthcare Directive (AHCD) Similar to a Living Will, but also includes important information about health conditions. |
Y | Y | |
|
HIPAA Authorization Provides for the disclosure of protected health information. |
Y | Y | |
|
Healthcare Power of Attorney (POA) Designates a specific person to make medical conditions on your behalf. |
Y | Y | |
|
Financial Power of Attorney (POA) Designates a specific person to make financial decisions on your behalf. |
Y | Y | |
|
Schedule of Assets A table of contents for all your assets - bank accounts, brokerage accounts, real estate, collectibles, etc. |
Y | Y | |
|
Revocable Living Trust A document that allows you to transfer assets into a separate legal entity that will continue beyond your life - with your assets being disposed of per the guidelines you create. |
Y | ||
|
Trust Funding Guide Helpful information with everything you need to know about funding a trust. |
Y | ||
|
Avoiding Probate Court Skipping the time-intensive and costly probate process. |
Y |
If you’re still not sure which plan is best for you, our assessment can help you determine which suits your situation.
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