• 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.

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