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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.