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How the Documents Work Together

Use this helpful PDF to visualize and better understand how the documents work together within a Trust-Based Estate Plan.

Updated over 3 months ago

How the Documents Work Together

Within our Revocable Trust-Based Estate Plan, several documents work together, helping you tackle life's challenges during two very different phases: life and death. The phases of Life and Death are further segmented into three categories: Children, Health, and Wealth. Learn what documents and individuals are associated with each category and how this changes from one phase to another.

ProTips-

  • You may notice some documents are used in life or death, while others are used in both.

  • This visual may also help you understand why the software defaults to the same individual fulfilling three roles- Trustee, Executor, and Power of Attorney.

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