Estate-planning documents
A single record of which estate documents you have signed, where they are, and who is named in them.
The documents that plan how your estate is handled.
- Personal / Legal document
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Key features
Will and trust details
Dates, who prepared them, where originals are kept, the named executor and alternate, codicils, and any trust, its trustee and its schedule of assets.
Powers of attorney and care documents
Financial and health-care agents and alternates with dates, plus your directive or living will and who has a copy.
Guardianship for children
Which document names a guardian for a child who would be under age, and who it is.
Things that pass outside your will
A table of accounts and policies with their institution and the beneficiary last checked, and jointly held property.
Advisers, copies and a review date
Your lawyer, accountant, adviser and broker, who has copies, and when to look at it again.
About this document
An estate planning record lists the documents you have signed about your property, affairs and care: your will, any trust, powers of attorney, directives, guardianship wishes and accounts that pass by named beneficiary. It records where each is kept and who is named.
It does not give anything to anybody and does not change any of those documents; the form says that where it and a signed document disagree, the signed document counts. It is an organising tool, and a useful one to hand to a lawyer or executor.
Is this document right for you?
Useful when
- You have signed several documents and want to see them in one place
- Your family would not know where anything is
- You are about to update your plan after a life change
Commonly used by
- Adults with a will, trust or powers of attorney
- Executors and relatives collecting paperwork
- Clients preparing for a lawyer meeting
Not sure? about your situation first.
Alternatives
These are separate documents, for different jobs.
- Last will and testamentSet out who inherits and who carries out your wishes.View document
- Revocable living trustHold assets in a trust you can still change during your life.View document
- Just-in-case instructionsLeave clear instructions for whoever would need to step in.View document
- Estate-planning consultationTalk through your estate plans with a lawyer.View document
When to use this
- Before a yearly review of your arrangements
- After a marriage, a birth or a move
- When you want your executor to be able to find everything
What happens next
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More in Wills & Estate
- Last will and testamentSet out who inherits and who carries out your wishes.View document
- CodicilChange part of an existing will without rewriting it.View document
- Pour-over willA will that passes whatever is left into your trust.View document
- Just-in-case instructionsLeave clear instructions for whoever would need to step in.View document
Ready when you are.
Questions
About the estate-planning documents
No. It lists what you have, it does not make or change anything. Without the underlying documents it does nothing.
Still have a question? .