Build your plan
Choose the documents you need
Each document has its own short track. Your name, address and state are shared across all of them, so you answer those once.
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Your revocable living trust, pour-over will and funding checklist.
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- Revocable Living Trust — The core instrument: holds your property during life, manages it if you become incapacitated, and distributes it at death without probate. Includes Schedule A.
- Pour-Over Will — The safety net: sends anything you did not transfer into the trust into it at death, and nominates your personal representative and guardians.
- Trust Funding Checklist — Your action list: exactly how to retitle each asset you listed, plus beneficiary designations and signing instructions.
Your treatment instructions if you cannot speak for yourself.
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- Living Will / Advance Directive — Your treatment instructions if you cannot speak for yourself: life support, tube feeding, comfort care, organ donation and, where your state allows it, mental-health treatment.
The person who makes medical decisions for you, and the powers they hold.
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- Healthcare Power of Attorney — Names the person who makes medical decisions for you, the alternates behind them, and exactly which powers they hold.
Who may receive your medical records and speak with your providers.
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- HIPAA Authorization — Lets the people you name receive your medical records and speak with your providers, including the record categories that need their own authorization.
Burial or cremation, service wishes, and the agent who carries them out.
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- Final Disposition Instructions — Burial, cremation, service and obituary wishes, and the agent with authority to carry them out.