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 voci di riferimento
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.
Concetto chiave: Terminology and execution rules vary by state.
Leggi la guida completaA 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.
Concetto chiave: Primary and contingent beneficiaries should be reviewed together.
Leggi la guida completaCryptocurrency 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.
Concetto chiave: Inventory each holding by custody model—exchange, qualified custodian, software wallet, hardware wallet, multisignature arrangement, or another protocol—because the recovery path differs.
Leggi la guida completaDigital-asset planning coordinates legal consent, fiduciary authority, provider tools, security, and practical instructions for online accounts, devices, cryptocurrency, files, and intellectual property.
Concetto chiave: A password list alone may not provide legal authority.
Leggi la guida completaA 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.
Concetto chiave: Authority ends at death; the executor or trustee then acts under different authority.
Leggi la guida completaA HIPAA authorization can permit specified people to receive protected health information; it supports communication but does not itself grant medical decision-making authority.
Concetto chiave: The authorization should identify permitted information, recipients, purpose, and expiration or event as required.
Leggi la guida completaA health care power of attorney names an agent to make health decisions when the conditions in the document and state law are met.
Concetto chiave: The agent role is distinct from a financial power of attorney.
Leggi la guida completaTOD and POD arrangements can transfer eligible securities, deposit accounts, vehicles, or real estate outside probate where governing law and the institution recognize them.
Concetto chiave: Availability and real-estate deed requirements vary by state.
Leggi la guida completaTrust funding is the process of making the trust the owner or effective beneficiary of selected property using the method appropriate to each asset.
Concetto chiave: Signing a trust does not automatically move property into it.
Leggi la guida completa
