Does Your Estate Plan Have These Critical Documents?

We talk a lot about “estate planning,” but what does it really mean? What documents are we talking about, and what do they do, exactly? Let’s break it down. 

Simply put, estate planning is the process of creating legal documents that outline what happens to your money and assets after you pass away. But it doesn’t stop there! Estate planning also includes preparing for the possibility of incapacity, ensuring your wishes are followed if you’re unable to make decisions for yourself. 

At its core, estate planning is about giving you control—over your assets, your care, and your legacy. You decide what you want to happen, and we as lawyers help you memorialize those wishes in legally binding documents. 

When you work with us at The Smith Law Firm, you’ll leave with a suite of signed legal documents, including:

Last Will and Testament or Revocable Living Trust – Decides who inherits your assets and how, when, and under what circumstances.

Financial Power of Attorney – Appoints someone to manage your finances if you’re unable to do so. 

Health Care Proxy – Names a trusted individual to make medical decisions on your behalf. 

Guardianship Nominations for Minor Children – Ensures your children are cared for by the right people no matter what. 

Final Disposition Instructions – Outlines your wishes for burial or cremation. 

Personal Property Memorandum – Specifies who should receive sentimental or personal belongings. 

Each document is tailored to reflect your wishes, whether it’s naming the right people for important roles or making sure your prized baseball card collection doesn’t end up in the hands of someone who thinks Babe Ruth is a candy bar. 

Once everything is signed and finalized, you’ll receive your estate plan in a sturdy, organized binder that can be safely stored at home. And if you need to make updates or changes, our office is just a phone call away!

Ready To Get Started? 

At The Smith Law Firm, we create comprehensive estate plans for our clients daily. Start by booking a Peace of Mind Planning Session! We can meet in person or via Zoom. We’ll answer your questions, explain your options, and share our unique flat fees and process for getting started. The session is normally $275; mention this blog and we’ll waive the fee! BOOK HERE!