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