June 2016: Key Estate Planning Documents You need

There are five estate planning documents you may

need, regardless of your age, health, or wealth:

1. Durable power of attorney

2. Advanced medical directives

3. Will

4. Letter of instruction

5. Living trust

The last document, a living trust, isn't always

necessary, but it's included here because it's a vital

component of many estate plans.


Key Estate Planning Documents You Need