5 Essential Documents for Your Estate Plan

Protect Your Loved Ones & Secure Your Legacy

Estate planning doesn’t have to be complicated. These five documents ensure your wishes are followed and your family is protected.

✅ 1. Will

• Outlines who inherits your assets.

• Names a guardian for minor children.

• Ensures your wishes are legally recognized.

✅ 2. Power of Attorney (POA)

• Allows a trusted person to handle financial/legal matters if you’re unable.

• Prevents court-appointed decisions.

✅ 3. Healthcare Directive (Living Will)

• States your medical preferences if you’re incapacitated.

• Reduces family stress by clarifying your wishes.

✅ 4. Beneficiary Designations

• Ensures assets (like life insurance, retirement accounts) go directly to your chosen heirs.

• Avoids probate delays.

✅ 5. Revocable Living Trust (Optional, But Recommended)

• Helps assets transfer smoothly without court involvement.

• Provides privacy and flexibility for your estate.

? BONUS: Free Consultation!

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