What is an Estate Plan?

An estate plan consists of legal documents that allow your loved ones to carry out your wishes if you become incapacitated or pass away. These documents may include a Revocable Living Trust, Last Will and Testament, General Durable Power of Attorney, Living Will, Health Care Power of Attorney, Funeral Representative Form, and HIPAA Release. Your estate plan also includes how you have titled your assets and the beneficiaries you have designated on assets like retirement accounts and life insurance.