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           Download Wills, Trusts & Legal Documents for Estate Planning

Estate Planning

Estate Planning covers many legal documents and issues. Wills, advanced directives, (living wills,) trusts, and power of attorney are some of the documents you may need when doing estate planning for yourself or for a loved one. Life insurance is also something to consider. How much is needed? Would a term policy be best, or some type of whole life, or a mixture of both.

Advanced Directives (Living Wills)

Advanced health care directives, or just advanced directives, sometimes called living wills, are legal documents which make your wishes known in the event you become no longer able to make decisions or communicate you desires due to illness or incapacity. The need for these advanced directives has arose because today about half of the people who die are in a hospital or or other health care facility under the care of doctors and health care workers. Because of medical science's advancements, life can be sustained even when there is no hope whatsoever of any type of life for the patient. Many people, for many reasons, simple do not want the have their body kept technically alive in a vegetated state or coma when there is no hope of recovery. Read the Advanced Directives page for more information and to download an advanced directive, (living will,) document.  

Conservatorship - Guardianship

It might also be necessary to consider a conservatorship or a guardianship. A conservator is an adult individual who is selected to serve as a fiduciary over the property of another. The other person is usually incapacitated. A guardian is an adult individual who has legal control of another person, either an incapacitated person or a minor child.  If you have manor children, you can, and should, name a guardian for your minor children in your Last Will and Testament in the event you and the other parent die together.

In most states, conservatorships and guardianships are handled through the Probate Court of the county the incapacitated person or minor child resides in. To initiate either you must file with the Court the following documents:


A trusts is a fiduciary relationship in which a trustee holds legal title to property subject to an equitable obligation to protect or use the property for the benefit of a beneficiary, who holds equitable title. the separation of legal and equitable title is an essential element of a trust and merger of the two terminates the trust. Thus the sole trustee cannot be the sole beneficiary. However, since multiple trustees hold as joint tenants and multiple beneficiaries take as tenants in common, the legal and equitable interest will not merge even if the same persons are joint trustees and the only beneficiaries. Find out more about trusts at the trusts page.


A Last Will and Testament conveys all the property that is in a departed person's probate estate that they own or that they have interest in. To be enforceable, a Last Will and Testament must be probated.

A will has no legal or binding effect until the testator's, (the person writing the will,) death, and then, not until the will is probated. Because of this, a testator may change their will at any time they wish, and for any reason. More about Last Will and Testaments.