What Documents are part of a Comprehensive Estate Plan?

Everyone has their own unique estate plan spelled out in the details, but generally, I draft the following documents for my Michigan clients as part of a comprehensive estate plan:

  1. Last Will and Testament
  2. Revocable Living Trust
  3. Certificate of Trust
  4. Durable Power of Attorney
  5. Living Will & Patient Advocate Designation
  6. HIPAA Authorization Form
  7. Michigan Funeral Representative Designation
  8. Flowchart
  9. Trust Funding Instructions (if your plan includes a Trust)

If you are married, then you and your spouse will each have one of each document. If your plan includes a Trust it may include one Joint Revocable Living Trust unless there are other factors that would require two separate Revocable Living Trusts. Read on here for more about Joint Trusts versus Separate Trusts.

There may be other documents that are necessary, such as a Deed for your real estate, but these are considered on a case-by-case basis.

Contact me here or at hayley@hayleyrohnlaw.com if you have any questions.

Leave a Reply

%d bloggers like this: