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Fundamental Estate Planning Documents:
Revocable Living Trust - A Revocable Trust helps safeguard assets for your loved ones without expensive and time-consuming court procedures called probate.
Certificate of Trust - A certificate of trust is a summary of your revocable trust that is commonly requested by banks or other financial institutions who want to verify that you've created a trust.
Last Will and Testament - A Will is used to designate a personal representative and outline how you'd like to distribute your personal effects.
Durable Financial Power of Attorney - A Financial Power of Attorney is used to designate an agent to act on your behalf if you are unable to administer your financial affairs due to disability.
Durable Medical Power of Attorney - This document will designate someone with the ability to act on your behalf if you are unable to direct your health care decisions.
Living Will - A living will establishes what type of emergency treatment you'd like in the event you are unable to specify those wishes due to being in a declined state.