When it comes to protecting your family, assets, and medical preferences, estate planning is essential—not just for the wealthy, but for anyone who wants to have a say in their legacy. Whether you’re starting your estate plan or reviewing an existing one, this checklist covers the 4 basic estate planning documents you absolutely need.
At the core of every solid estate plan are these four key documents:
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Power of Attorney – The Importance of Powers of Attorney
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Health Care Directives – Learn more about End of Life Care and Health Care Directives
These four basic estate planning documents are the foundation of a secure and thoughtful estate plan. Without them, your loved ones could face confusion, legal delays, or unwanted outcomes.
Planning ahead protects more than just assets—it protects your wishes, your dignity, and your family.
