Quick Start Estate Planning Guide
Revocable Living Trust
Avoids probate (court, delays, cost)
Keeps things private
Lets your family access assets quickly
You stay in full control during your lifetime
Your successor trustee manages things when you’re gone
Will (Pour-Over Will)
- Names guardians for minor children
- “Pours” any leftover assets into your trust
- Does not avoid probate by itself
- Works best paired with a trust
Financial Power of Attorney
Allows someone you trust to handle finances
Helps if you’re injured, hospitalized, or unable to act
Prevents your family from needing court approval
Advance Health Care Directive
Says who can make medical decisions for you
States your medical preferences
Helps your family avoid conflict in an emergency
HIPAA Release
Allows doctors to talk with your chosen person
Must be in place once your child turns 18
Helps families communicate with medical providers
BONUS TIP: Update Beneficiaries & Titles
Remove minors as direct beneficiaries
Add your trust where appropriate
Update bank accounts with POD/TOD designations