More In This Category
Well, a basic estate plan – I do a lot of estate plans that involve trusts, but I also do a lot of estate plans that are will-based plans for individuals who may not require a trust. And so the documents that I prepare typically are, if a trust is needed, then a trust, a Last Will and Testament, or if it’s a trust-based, then a pour-over will, three powers of attorney, the durable financial, the healthcare, and, in Arizona particularly, we have the mental healthcare power of attorney. I also prepare living wills and HIPPA documentation to go along with the estate plans.
Phoenix, AZ estate planning attorney Michelle A. Booge talks about the types of documents she usually prepares for an estate plan.