Estate Planning

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.

Available product levels

Complete Legal Packages

$99.99

Multi-document workflows for complex legal matters.

When to use this document

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

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

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.

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.

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.