Estate Planning

Complete Legal Packages

Estate Planning Package

Coordinate a last will, durable financial power of attorney, and advance healthcare directive in one package so your core personal documents stay consistent.

Also called: will and power of attorney package, healthcare directive package.

Estate Planning Package document preview

What you walk away with

A clean multi-page PDF and DOCX after you finish — not a web-form dump. Preview the document before you pay.

PDF export
DOCX export
E-sign included
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✓ Jurisdiction first (state → county)✓ State clause pack applied✓ Direct or guided path

Jurisdiction

Estate instruments are highly state-specific for execution formalities. This package uses a general United States drafting baseline. Confirm current local requirements before signing.

$49.99

One-time

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Jurisdiction details

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Choose the state where the document will be used. The state page shows the maintained coverage level, local-rule limits, and a builder link with the canonical state code already selected.

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When this fits

Use this document when…

Adults who want a starter estate set without buying three products separately
Updating will, financial agent, and healthcare agent together
Families coordinating incapacity and death planning basics

Before you start

Information you will need

Your legal name and identifying details for each instrument
Beneficiaries, executor, and alternate appointments for the will
Financial agent and powers for the durable financial POA
Healthcare agent and treatment preferences for the directive

What you receive

Last Will and Testament
Durable Financial Power of Attorney
Advance Healthcare Directive and Medical Power of Attorney
PDF and DOCX for each document

Document questions

Questions about this document

What is a Estate Planning Package?

Coordinate a last will, durable financial power of attorney, and advance healthcare directive in one package so your core personal documents stay consistent.

How do I create a Estate Planning Package?

Adults who want a starter estate set without buying three products separately; Updating will, financial agent, and healthcare agent together; Families coordinating incapacity and death planning basics

What should a Estate Planning Package include?

Your legal name and identifying details for each instrument; Beneficiaries, executor, and alternate appointments for the will; Financial agent and powers for the durable financial POA; Healthcare agent and treatment preferences for the directive

Special situations

State execution rules for wills and healthcare directives differ. Follow local witness and notary requirements.
A durable financial power of attorney is not a will and does not transfer property at death.
Healthcare directives are not physician orders (POLST/MOLST) and do not replace emergency medical decision protocols.

Frequently asked questions

What documents are included?

Three: a Last Will and Testament, a Durable Financial Power of Attorney, and an Advance Healthcare Directive with medical power of attorney.

Do I have to complete every document?

The package delivers the full set. You should review each instrument carefully; some people already have one of the three and may only need to update the others with counsel.

Is this a living trust package?

No. Trust and probate-avoidance packages are separate products. This package covers will-based estate basics plus incapacity planning documents.

Does this include a standalone living will without an agent?

No. The healthcare document in this package is the Advance Healthcare Directive and Medical Power of Attorney. The treatment-only Living Will is a separate $29.99 product if you want wishes without appointing an agent.

Estate package compared with typical online bundles

Document	Locke Direct	Typical online bundles
Last will	Included in the $49.99 estate package	Trust & Will $199 will plan. LegalZoom Pro will $149.
Durable financial power of attorney	Included in the estate package; also $24.99 alone	Bundled into LegalZoom Pro will and Trust & Will will plan.
Advance healthcare directive with agent	Included in the estate package; also $24.99 alone	LegalZoom standalone healthcare directive $39 (living will plus agent).
Living will without an agent	$14.99 as its own product	Not sold alone by Trust & Will. LegalZoom’s “living will” page is the combined directive.