Generally, a Will and a Revocable Living Trust is the most useful estate plan structure. It’s relatively simple, easy to modify, and structured to handle change.
There are many situations which are more complex, such as planning for disabled individuals and/or minors, and there are a number of plans and possibilities that can handle those situations.
The documents that I generally prepare are:
- Trusts – Revocable, Special & Irrevocable Trusts
- Wills – Directive as to who your beneficiaries are
- Patient Advocate/Medical
- Power of Attorney Forms