Basic | Will | Revocable Living Trust |
|
---|---|---|---|
Revocable Living Trust with: - Lifetime Incapacity Protection for Self and Spouse - Lifetime Asset Protection Trusts for Children - Marital Trusts (if needed) - Bypass Trusts (if needed) | ✔ | ||
Last Will and Testament/ Pour-Over Will |
✔ | ✔ | ✔ |
Advance Health Care Directive | ✔ | ✔ | ✔ |
Health Care Directive Wallet Card | ✔ | ✔ | |
Durable Power of Attorney | ✔ (1) | ✔ (3) | ✔ (3) |
Personal Property Memorandum | ✔ | ✔ | |
Side Letter to Trustees | ✔ | ✔ | |
Pet Memo | ✔ | ✔ | |
Life Care Wishes | ✔ | ✔ | |
Funeral Wishes | ✔ | ✔ | |
Beneficiary Designation Instructions | ✔ | ✔ | |
USB Flash Drives Containing Copies of all Documents | ✔ 2 | ✔ 2+ | |
Folder Containing all Originals and One Set of Copies | ✔ | ||
Binder Containing all Originals | ✔ | ✔ | |
Fireproof Bag to Safeguard Original Legal Documents | ✔ | ||
BONUS – Advance Health Care Directives for Young Adult Children (if needed) | ✔ |