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.
