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What documents are included in an estate plan?

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What documents are included in an estate plan?

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Estate plans most often consist of a trust, will, living will, and typically a power of attorney. An estate plan also helps to coordinate retirement funds, IRA’s, beneficiary designations on bank accounts and life insurance policies.

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Estate plans most often consist of a trust, will and often power of attorneys or living wills. An estate plan also helps to coordinate retirement funds, IRA’s, beneficiary designations on bank accounts and life insurance policies.

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A basic estate plan for Arizona residents prepared by Richard Keyt consists of the following legal documents:

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