Checklist: What Legal Documents Do I Need?

During this time of crisis, the importance of making an estate plan that protects your family and outlines your healthcare wishes has become front and center for many of us. Having a well thought out estate plan, including a will, living will, power of attorney and a trust, can provide some security in uncertain times, allowing you to protect your assets and family.

Here’s a checklist of legal documents that can help to provide protection for you and your family:

Completing these documents will ensure that you’ve outlined your wishes in case something unexpected happens. To be connected to an attorney to discuss these documents, please visit or give us a call at 800-821-6400.

This information is not intended, and should not be taken, as legal advice. Regulations will vary from state to state. You should contact an attorney for advice on specific legal problems.