Last Will and Testament
Outlines who receives your property, names guardians for minor children, and appoints someone to carry out your wishes.

Living Trust
Helps you move property into a trust so it can pass to beneficiaries without going through probate.

Pour-Over Will
Works alongside a trust by transferring any assets not already in the trust into it after your passing.

Schedule of Assets
Lists the items and accounts you want included in your trust so everything is clearly documented.

Guardianship Designations
Names the people you trust to care for your children if you are unable to do so.

Pet Guardianship Instructions
Explains who will care for your pets and how you want them cared for.

Advance Directive / Living Will
States your medical preferences if you cannot speak for yourself during a health emergency.

Medical Power of Attorney
Gives someone you trust the authority to make healthcare decisions for you if you are unable.

HIPAA Release Authorization
Allows your chosen contacts or caregivers to access your medical information when needed.

End-of-Life Care Preferences
Covers decisions such as life support, comfort measures, and other wishes for your care.

Organ Donation Preferences
Let your family and care team know whether you want to donate organs or tissues.

Durable Power of Attorney
Lets a trusted person manage your financial affairs if you cannot.

Financial Power of Attorney
Gives someone permission to handle specific financial tasks, like banking or paying bills.

Digital Asset Instructions
Provides guidance for managing your online accounts, digital property, and stored files.

Final Wishes / Funeral Preferences
Explains how you want your arrangements handled, such as burial, cremation, or service details.

Personal Messages and Legacy Notes
Gives you space to leave letters, messages, or reflections for loved ones.

Instructions for Loved Ones
Outlines practical next steps, helping your family manage your affairs smoothly.

Letters to Beneficiaries
Lets you personalize your bequests and share why you chose certain gifts or instructions.

Letters to Guardians
Helps guide future caretakers of your children with your values, routines, and wishes.

Digital Account & Social Media Instructions
Describes how to close, memorialize, or transfer access to online accounts.

Inventory of Financial Accounts
Lists your bank accounts, investments, and retirement funds in one place.

Property and Real Estate Records
Outlines homes, land, or other properties you own and how you want them handled.

Insurance Policy List
Keeps track of your life, home, auto, and other insurance coverage in one organized file.

Beneficiary Overview
Shows who is listed on your policies, accounts, and estate documents so everything is consistent.

Tax and Legal Document Archive
Stores key records your family or executor may need later.

Emergency Information File
Provides quick access to essential contacts and documents in urgent situations.