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A Few Documents Can Launch an Estate Plan

Estate planning really doesn’t have to be a complicated process.

For whatever reason people have delayed creating an estate plan, it usually only take a few documents to get prepared, according to Forbes in "More Than Half of Americans Don't Have These Essential Estate Documents, Do You?"

Basics graphic

Next, you will need a general durable power of attorney that will let you appoint someone to handle your finances when you cannot do so.

Once you have those basic documents, it is time to get a will and/or a trust. A will lets you determine who gets your property. A trust can do the same thing, but through a different legal process.

An estate planning attorney can help you decide whether a will or trust is your best option.

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