Last Will and Testament - This document defines how your estate will be distributed (who inherits what), appoints the person who will handle your final affairs as your Executor (or “Personal Representative”), and nominates guardians for any minor children.

(Financial) Power of Attorney - This document allows your named agent(s) the authority to make financial, property, and investment decisions in the event you become incapacitated.

Advance Health Directive - This document allows you to specify your preferences about medical care and end-of-life care and also allows you to designate an agent to make health care decisions for you in accordance with your instructions. An Advance Health Directive combines a Living Will and a Medical Power of Attorney and may be known by other names like Medical Directive, Healthcare Declaration, Advance Health Care Directive, or Medical Proxy.

HIPAA Authorization - This document gives authorization for your physician or medical entity to disclose your health information to your designated representative.Revocable Trust – This document provides for the control, management, and distribution of your assets during your lifetime and after death. You will generally serve as Trustee of your Trust, ensuring you retain control and access to all of your assets. The Trust document provides all of the rules and instructions for ongoing management, including who will serve as Successor Trustee after you and when and how your assets are to be distributed.

Pour-over Will - A Pour-Over Will is a special type of Last Will and Testament that is designed to work in conjunction with a Revocable Trust. A Pour-Over Will is designed to ensure any assets that are not moved into your trust during lifetime will be “poured over” into your Trust after death to ensure the Trust is the centerpiece of your plan.

Certification of Trust - This document is a summary of the provisions in your trust to provide to financial institutions (banking, brokerage/investment, etc.), title companies, etc. when moving assets in or out of your Trust or when naming your Trust as a beneficiary on an account.