Estate Planning

Common Forms and Their Definition

Last Will and Testament

is a legal document that expresses a person's wishes as to how their property is to be distributed after their death.


an entity created to hold assets for the benefit of certain persons or entities, with a trustee managing the trust (and often holding title on behalf of the trust).

Certificate of Trust

is a short document signed by the trustee that simply states the trust's essential terms and certifies the trust's authority without revealing private details of the trust that aren't relevant to the pending transaction.

Financial Power of Attorney

is a legal document that grants a trusted agent the authority to act on behalf of the principal-agent in financial matters

Health Care Power of Attorney

is a document that lets you name someone else to make decisions about your health care in case you are not able to make those decisions yourself. It gives that person (called your agent) instructions about the kinds of medical treatment you want.


is the process whereby a person, the assignor, transfers rights or benefits to another, the assignee.