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Estate Planning

Everything you need to create your estate plan, all in one place.
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Ryan Stibor, Esq.

Rocket Lawyer On Call Attorney

Essential Estate Planning Documents

Last Will & Testament The beginning of your estate plan

Common Estate Planning Questions

What’s the difference between a Will and an Estate Plan?

A Last Will and Testament is the cornerstone of every estate plan. It allows you to distribute your assets, appoint guardians for your children, and even provide for a favorite charity. But an estate plan doesn’t end there. A Power of Attorney, for example, lets you appoint a trusted family member to make financial and medical decisions on your behalf, while a Living Trust can help you provide for your children without the hassles of probate court.

How often should I update my Will?

It’s a good idea to consider updating your Will whenever you have a big change in your life. A marriage, the birth of a child, a new business venture, or the purchase of a home are great reasons to take a look at your Will. You can either start from scratch and create a brand new Last Will and Testament or just use a Codicil to Will to make changes to your existing one.

Why should you create a complete Estate Plan?

A full estate plan is the smartest way to make sure your assets are distributed the way you want them to be. Without a Will, your property will be divided based on the rules in your state, which are the same for everyone. If you want to leave money to a charity, appoint a guardian for your children, or protect your business after you’re gone, an estate plan is the only way to make sure your wishes are known.

What’s the difference between a Living Will and a Power of Attorney?

Both these estate planning documents can help you make tough healthcare decisions now that might affect you and your family in the future. With a Power of Attorney, you appoint an agent who you trust to make these decisions for you, while with a Living Will, you can expressly lay out the sorts of treatment you do and do not want to receive. For example, people who may not want to be kept in a vegetative state can note that explicitly in their Living Will.

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More Estate Planning Documents

Manage your Trust

Joint Living Trust Create a trust with your spouse
Living Trust Amendment Make changes to your trust
Living Trust Revocation Dissolve an existing trust
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Change your Last Will

Change of Beneficiary Letter Inform heirs and beneficiaries
Codicil to Will Change an existing Will
Digital Assets Addendum to Will Add all your digital assets to your Will
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Wills for your specific situation

Complete Will for Same-Sex Couples A will tailored for same sex couples
Pour-Over Will For estate plans with Trusts
Social Media Will Protect your digital identity
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Create a Power of Attorney

Durable Power of Attorney Let someone you trust make decisions when you can't
Revocation of Power of Attorney Dissolve an existing Power of Attorney
Mental Health Power of Attorney Select an agent to deal with your mental wellbeing
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Plan for the future

Estate Planning Worksheet for Married People A great first step for newlyweds
Individual Living Trust Worksheet Decide how your trust will be funded
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Other Estate Planning documents

Memorial Plans Help plan your funeral arrangements
Transfer on Death Deed Transfer property to your friends and loved ones
Veteran Benefits Request for Information Get your benefits included in your estate plan
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