What documents should married couples include in an estate plan?

Although every estate plan should be uniquely tailored to the needs and goals of the person creating the plan, an estate plan for someone who is married will typically include, at minimum, a Last Will and Testament, Durable Power of Attorney, Health Care Proxy or Advance Directive, and possibly a Revocable Living Trust. These documents ensure that your spouse can manage financial and healthcare matters if you become incapacitated and that your assets are properly distributed after death.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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