Last Will and Testament - This document defi nes how your estate will be distributed (who inherits what) and appoints the person who will handle your final affairs as your Executor (sometimes referred to as your “Personal Representative”).

General Durable (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.

Medical Power of Attorney - This document gives your named agent(s) the authority to make health care decisions in accordance with your wishes in the event you are unable to make decisions for yourself.

HIPAA Authorization - This document gives authorization for your physician or medical entity to disclose your health information to your designated representative.

Living Will / Advanced Directive for Physicians - This document communicates your decisions about end-of-life care.

Declaration of Appointment of Guardian - This document designates the person(s) you would like to serve as your guardian in the event you need a guardian to manage your affairs during your lifetime.

Appointment of Agent to Control Disposition of Remains - This document appoints your agent to control and make decisions regarding your bodily remains.

Revocable Trust – During your lifetime, you serve as the Trustee of your own Trust, retaining control over the assets titled into your Trust. This document provides you the opportunity to name who will continue on as successor Trustee of your estate when you are no longer able. The Trust provides authority and direction for how and to whom your assets and personal property will be held or distributed.

Pour-over Will - This document works in conjunction with a Revocable Trust. “Pour-over” provides that any assets not arranged for with the Trust are to be moved into the Trust for the purposes of managing your estate.

Certificate 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.