Estate Documents
See what each core document does, when it operates, who controls it, how it interacts with other documents, and when to review it.
9 Referenzeinträge
An advance directive records health-care instructions and, depending on the state's form, may also appoint an agent; a living will typically addresses treatment preferences in defined circumstances.
Kerngedanke: Terminology and execution rules vary by state.
Den vollständigen Leitfaden lesenA beneficiary designation directs a contract or account at death and usually controls that asset independently of the will, subject to the plan terms and governing law.
Kerngedanke: Primary and contingent beneficiaries should be reviewed together.
Den vollständigen Leitfaden lesenCryptocurrency inheritance requires three plans that work together: legal authority, a secure method for authorized people to locate and control the asset, and records sufficient to administer and report the transfer without exposing private keys.
Kerngedanke: Inventory each holding by custody model—exchange, qualified custodian, software wallet, hardware wallet, multisignature arrangement, or another protocol—because the recovery path differs.
Den vollständigen Leitfaden lesenDigital-asset planning coordinates legal consent, fiduciary authority, provider tools, security, and practical instructions for online accounts, devices, cryptocurrency, files, and intellectual property.
Kerngedanke: A password list alone may not provide legal authority.
Den vollständigen Leitfaden lesenA financial power of attorney authorizes an agent to handle specified property and financial matters during the principal's life; durability determines whether authority survives incapacity under governing law.
Kerngedanke: Authority ends at death; the executor or trustee then acts under different authority.
Den vollständigen Leitfaden lesenA HIPAA authorization can permit specified people to receive protected health information; it supports communication but does not itself grant medical decision-making authority.
Kerngedanke: The authorization should identify permitted information, recipients, purpose, and expiration or event as required.
Den vollständigen Leitfaden lesenA health care power of attorney names an agent to make health decisions when the conditions in the document and state law are met.
Kerngedanke: The agent role is distinct from a financial power of attorney.
Den vollständigen Leitfaden lesenTOD and POD arrangements can transfer eligible securities, deposit accounts, vehicles, or real estate outside probate where governing law and the institution recognize them.
Kerngedanke: Availability and real-estate deed requirements vary by state.
Den vollständigen Leitfaden lesenTrust funding is the process of making the trust the owner or effective beneficiary of selected property using the method appropriate to each asset.
Kerngedanke: Signing a trust does not automatically move property into it.
Den vollständigen Leitfaden lesen
