Eight Documents Everyone Should Have
Estate planning helps take the decision-making stress off you and your family. Having documents in place will allow you to define life’s big decisions, including how you would like your medical care and finances managed. Family members and healthcare providers will be clear of what you want if you are unable to speak for yourself.
We can help you navigate the process and coordinate with an estate planning attorney to make sure your updated documents align with your financial plan. Take a look at the eight essential documents you’ll need.
Approximately 55 percent of American adults do not have a will or other estate plan in place, according to LexisNexis.
[It is estimated] that probate costs American families up to $2 billion per year, of which up to $1.5 billion is paid in attorneys' fees.