List Of Estate Planning Documents List Ideas. Among the most common such documents are wills, trusts, powers of attorney and designations of beneficiaries. Gather recent statements from your bank, brokerage, and retirement accounts.
It's easy to ignore making an estate plan when you're young, but having one in place will make things a lot easier down the line for your future beneficiaries and ease the probate process. When you hear the term “estate planning,” what comes to mind? Estate planning attorneys can cost several hundred dollars per hour.
