11/16/21

5 Essential Documents Every Estate Plan Needs| The Saunders Firm

Estate planning is essential for protecting your family and ensuring your wishes are followed. Today, I’m covering the five critical documents that should be part of every estate plan. Whether you're looking to manage your assets, make healthcare decisions, or keep things out of probate, these documents can save your loved ones time, stress, and costs down the road. In this video, I’ll explain: • Last Will and Testament - Name beneficiaries, guardians, and an executor for your estate. • Living Will - Outline your healthcare wishes for end-of-life situations. • Durable Power of Attorney - Ensure someone you trust can manage finances and legal matters if you're unable to. • Healthcare Power of Attorney - Name a trusted person to make healthcare decisions on your behalf. • Revocable Living Trust - Manage your assets during your life and simplify the transfer to your heirs. Why these documents matter: Having these in place gives you control over your future, reduces stress for your family, and keeps your wishes clear and legally protected. Estate planning isn’t just about documents—it’s about giving your loved ones peace of mind. Like and subscribe for more tips on securing your family’s future. Let’s make sure your legacy is in good hands!

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Do You Have Enough Assets for A Trust? Estate Planning Tips for Any Size Estate | The Saunders Firm