Phoenix, AZ estates & probate attorney Kaylee McMains talks about the documents included in an estate plan. She explains that the documents included in an estate plan can vary depending on whether a client chooses a will-based plan or a trust-based plan, though there is considerable overlap between the two approaches. Regardless of the structure, it is important to include Powers of Attorney for both healthcare and finances. These documents allow individuals to designate trusted agents to make decisions on their behalf, helping to avoid the need for a court-appointed guardian or conservator in Arizona.

Powers of Attorney ensure that a chosen agent can assist with medical decisions or manage financial matters if the client becomes unable to do so. In addition, an estate plan will include documents that govern how the client’s assets are to be distributed upon their passing. Whether using a will or a trust, the plan allows the client to specify exactly where their property should go, providing clarity and control over their estate.