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Basic Estate Planning Documents: Revocable Trusts Wednesday, March 2, 2016, Jessica L. Lambert Courtney N. Carr Create, Hall & Stewart LLP Lambert choate.com (617) 2485223 Create, Hall & Stewart LLP
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How to fill out basic estate planning documents

01
Gather all necessary documents such as will forms, power of attorney forms, and healthcare proxy forms.
02
Identify a trusted person or organization to act as your executor or personal representative.
03
Specify your beneficiaries and clarify how you want your assets to be distributed.
04
Include specific instructions for any special circumstances or wishes you may have.
05
Sign the documents in the presence of witnesses and have them sign as well.
06
Consider consulting with an estate planning attorney to ensure your documents are legally sound.
07
Store the completed estate planning documents in a safe and easily accessible place.
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Regularly review and update your documents as necessary.

Who needs basic estate planning documents?

01
Adults of any age who possess assets or property.
02
Parents who want to designate a guardian for their minor children in the event of their death.
03
Individuals who want to have control over the distribution of their assets after death.
04
People who wish to minimize estate taxes or avoid probate.
05
Those who want to appoint someone to make healthcare and financial decisions on their behalf in case of incapacitation.
06
Individuals with specific wishes regarding life-sustaining treatment or end-of-life care.
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Basic estate planning documents include a will, power of attorney, and healthcare directive.
Individuals who want to ensure their assets and medical decisions are managed according to their wishes.
Basic estate planning documents can be filled out with the help of an attorney specializing in estate planning.
The purpose of basic estate planning documents is to outline how assets should be distributed and medical decisions should be made in the event of incapacity or death.
Basic estate planning documents typically require information about beneficiaries, assets, and specific instructions.
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