What Do I get With My Estate Plans?
A Simple Guide to Estate Planning
Retirement is a time to embrace freedom, not worry about the future. At Sun State Partners, we’re committed to helping seniors like you secure your legacy with a full estate plan. It’s more than documents—it’s a promise that your wishes are honored, your family is cared for, and your wealth is protected. With a thoughtful mix of expertise and care, we simplify the process so you can focus on living well.
Curious about what’s included? Let’s break down each part of a comprehensive estate plan and show you how it brings peace of mind in just 30 minutes.
A full estate plan covers every angle of your future. Here’s what’s included and how it safeguards you:
- Last Will & Testament: This is your blueprint for passing on assets to loved ones or charities. It prevents disputes and ensures your intentions are clear.
- Advanced Healthcare Directives: Life can be unpredictable. This document outlines your medical wishes, so your family isn’t left guessing during a crisis.
- Power of Attorney: Appoint someone you trust to handle finances or decisions if you’re unable. It’s about staying in control, no matter what.
- Revocable Living Trust: Avoid the hassle of probate—a public, costly process. This keeps your estate private and transfers assets smoothly to your heirs.
- Schedule of Assets: A detailed list of your property and accounts makes it easy for your family to manage everything when the time comes.
- Funding Instructions: We guide you to “fund” your trust properly, ensuring it works as planned. It’s the key to making your trust effective.
- Certification of Trust: This proves your trust exists, simplifying transactions for your loved ones later.
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