Living Trust Estate Plan Overview

Living Trust

Specifies how your property will be managed before and after your death, as well as provides a plan for how those assets, and the income earned by the trust, are distributed after your death.

Pour-Over Will

Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.

Certificate of Trust

Used by an acting trustee of a trust to prove to financial institutions or other third parties that they have authority to act on behalf of the trust.

Healthcare Directive

Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.

Financial POA

Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.

INFORMATIONAL PURPOSES ONLY: The information is an overview and is intended for informational purposes only.