Estate planning documents

Learn the basic documents that are essential to your estate plan including a last will & testament, living will, & medical and financial power of attorney.

Call (972) 564-4644 - If you're dealing with the probate process, it's important to know what documents are required.

Planning for your estate and end of life arrangements will make a difficult time a bit easier for your family. This free printable End of Life Checklist will get you organized now before it's necessary. #printable #checklist

If something were to happen to you, would your spouse or important people in your life know where to look for your important records (like bank assets, retirement savings, your will and estate planning)? If not, check out these 4 tips on how to organize your important documents so you're ready in case of an emergency. #organization #organizingideas

Do you wonder what happens if you don't have a living trust? Learn these 6 (honest) reasons you wouldn't need one. Know what's best for your estate plan!

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

Setting up your financial files for your estate planning is not for you, it is for your living relatives. Get a comprehensive detail of what to keep.

A 2017 study found that 60% of US adults did not possess a will or an estate plan. Many people believe that estate planning is only crucial for wealthy families or that a will, alone, will take care of any financial questions after their passing. However, estate planning is something that everyone should consider, regardless of wealth or a will's existence. With professional help and the right estate planning documents, it may be easier than you think.

End-of-life and estate planning can be filled with big, legal-sounding terms that can be intimidating if you've never seen them before. Here are a few of the most common terms you'll hear when drafting your will, explained in plain English⁣ ⁣ #deathpositive #endoflife #endoflifeplanning #endoflifeplan #havethatawkwardconversation ⁣ #deathmatters #lifedeathandpaperwork #letstalkaboutdeath ⁣ #youmightdietomorrow #deathsredtape #alwaystoosoonuntilitstoolate #latermaybetoolate #estateplan #es...