What is included in a complete estate plan?
In Massachusetts, a basic Estate Plan generally includes Will(s), Living Trust(s), Health Care Proxy(ies), Advance Directive(s) (a.k.a., Living Will(s)), and Durable Power(s) of Attorney. In Connecticut, a basic Estate Plan generally includes Will(s), Living Trust(s), Living Will(s), and Durable Power(s) of Attorney. Also included should be instructions for transferring assets into your Trust, a binder with tabs for each document (Living Trust, Will, etc.), and a place in the binder to to write down where your safe deposit box is, where the key is, list bank accounts, life insurance policies, financial advisors names and phone numbers, etc.
