Estate Planning

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Estate planning is the process used to arrange and manage one’s assets. Learn more about estate planning and the steps needed to create an estate plan here.

Estate planning can include writing down your wishes using these documents:

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Wills, which can be written, statutory or oral, are documents specifying those who will manage and inherit one’s assets.


Trusts, or financial arrangements, allow a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.


Powers of attorney for financial affairs provide the authority to act for another person in financial matters.


Advance health care directives are legal documents where one specifies what actions should be taken for their health if they are no longer able to make decisions for themselves because of illness or incapacity.

  • Health care powers of attorney (also known as proxy) are documents that appoint an individual to make health care decisions when the grantor of the power is incapacitated.

  • Living wills are legal documents where one states how they wish to be treated if they should require medical treatments and life-prolonging procedures and are unable to communicate their wishes.

Planning Checklists

There are many things to consider when planning for the future. Valuable checklists outlining important documents, information and activities are available for guidance.

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