Estate planning is a key part of helping clients protect their assets, care for loved ones, and ensure their wishes are honored. Whether they’re putting a plan in place for the first time or revisiting an existing one, it helps to start with a clear understanding of the basics.

That’s where the Common Estate Plan Elements summary guide comes in. It provides a comprehensive overview of the core documents and key people involved in an estate plan. It covers:

• Common estate planning documents, like wills, trusts, and powers of attorney.
• The roles and responsibilities of important people (such as executors, trustees, and healthcare proxies).
• Which strategies may help avoid probate.
• What parts of an estate plan might be public or stay private.

This guide serves as a valuable starting point for meaningful estate planning discussions and provides clients with a clear understanding of how the various components of an estate plan work together.