Estate Planning Basics Attorney in Phoenix, Arizona
What documents are included in an estate plan?
What documents are included in an estate plan?
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yeah so the documents included in the
state plan can look a little different
depending on if you are going with a
will-based plan or a trust based plan
but there’s still a lot of overlap so
regardless of whether you have a
revocable living trust setup or a will
um that you’re going to use you still
will want Powers of Attorney so you know
for health care and for finances and
that will allow you to avoid a
Guardianship and conservatorship in
Arizona because you’ll nominate the
individuals that you want to help speak
for you um if you can’t speak for
yourself whether that be to your doctors
or if you need somebody to step in and
help you manage your finances or manage
those finances for you so the estate
plan will um include those Powers of
Attorney in order to allow your agent to
have those um opportunities to help you
with your medical and financial
decisions and um you’ll also have some
doent that will govern how your estate
is to be distributed upon your deck so
whether you have a will or trust you can
uh indicate where you want your property
to go upon your passing
Phoenix, AZ estates & probate attorney Kaylee McMains talks about the documents included in an estate plan.
