Estate Planning Documents That Hold the Plan Together

Trusts, Wills, Powers of Attorney—And How They Work in Real Life

An estate plan is only as strong as its documents. These are the legal instruments that direct assets, appoint decision-makers, and ensure the plan functions under pressure. Understand what each document does, how it integrates with other parts of the plan, and what decisions need to be made before it’s drafted. Designed for advisors and educated clients alike.