| Documents | Will-Based Plan | “Probate Avoidance” Plan | “Estate Tax” Plan | “Wealth Preservation” Plan | “Nursing Home” Plan |
|---|---|---|---|---|---|
| Will Durable Power of Attorney Health Care Proxy HIPAA Authorization Living Will |
Pour Over Will Revocable Trust Certification of Trust Deed and Trustee’s Certificate Funding Instructions or Funding Durable Power of Attorney Health Care Proxy HIPAA Authorization Living Will |
Includes “Estate Tax Plan” but may also include ILITs SLATs FLPs Retirement Trust Special Needs Trust Charitable Planning |
Road Map to Eligibility Pour Over Will Irrevocable Trust Certification of rust Deed and Trustee’s Certificate Funding Instructions or Funding Durable Power of Attorney Health Care Proxy HIPAA Authorization Living Will |
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| What the Plan Does/Doesn’t Do | Does Not:
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Does:
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Does Not: |
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