top of page

What Are In An Estate Planning Documents Package

Even though, on an average, an estate planning package will contain a minimum four important documents such as a Will, POA, Advanced Care Directives, and a Living Trust.

A Will will indicate who get the ownerships of your assets, A POA  names who will manage your financials, An Advance Care Directives will name who will make decisions on your health care needs, A Living Trust allows you to put the assets of your estate into a legal entity which will own their assets ownerships but you will have all the controls. In addition it will help avoid probate.


There can be numerous other legal documents you may find in living trust packages. In my recent estate planning notary assignment I came across the following items:

Trust and Certificate of Trust

Last Will and Testament 

Funding Confirmations

Funding Communication

Transfer Affidavits 

Healthcare POA

Funeral Representative 

Memorial Instructions

Pour-over Will

Assignment of personal assets

Deeds

Digital Assets instructions


Ensuring all needed documents are included will serve you to be fully prepared and your survivor family members will be glad you did a good job.


Contact your attorney for drafting documents. But if you Need a Trust-Signing Mobile Notary who serves all three counties of Delaware, you can contact them:

2 views0 comments
bottom of page