Universe of Estate Planning Documents

Posted by Gregory Singleton | Feb 18, 2021 | 0 Comments

In today's video we discuss the five core documents that make up an estate plan. These documents are determined by the goals that we are trying to reach. There are generally six goals that we are trying to address in an estate plan. The goals are for when (1) we are alive and incapacitated and (2) we are dead. Within these two categories are three subcategories: (a) Money and Assets, (b) Health & Body, and (c) Children. 

Inputting the five documents into the chart looks something like this:

There are, of course, many other documents that can comprise an estate plan, but these are the basics that we consider when starting any planning session.

If you have questions about what to include in your estate plan, please contact Signature Law for a free consultation.

About the Author

Gregory Singleton

Trusted Legal Advisor Gregory Singleton is a skilled attorney, experienced in both litigation and transactional work. He has tried multi-million-dollar cases and has negotiated multi-billion dollar contracts. With Signature Law, his goal is to make the law accessible to you, your families, and y...

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