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What Goes into an Estate Plan?, Elder Law Attorney, Woodstock, GA


You might know that an estate plan contains more than just a will, but do you know what other documents it contains?

Every estate plan is different. And different people and families have different needs. Thus, what is in one person’s estate plan will not necessarily be in another person’s estate plan.

However, there are some basic documents that can be found in almost any estate plan worthy of the name. These documents are the backbone upon which any other estate planning documents are attached.

Recently, The Motley Fool explored this issue in “Estate Planning Checklist: How to Protect Your Future, Your Family and Your Property.”

According to The Motley Fool these basic documents include:

  • A Living Will – Also known as an Advanced Healthcare Directive, this document allows you to direct what methods doctors will use to preserve your life if you are incapacitated and cannot tell them yourself.
  • General Durable Power of Attorney – This allows you to designate someone else to handle your financial affairs if you become unable to do so yourself.
  • Will – Even if a will is not the primary means by which your estate is to be distributed, you still need one for any leftover assets.
  • Beneficiary forms – If you have life insurance or retirement accounts, the forms designating beneficiaries are considered part of your estate plan.

These are the basic documents in almost every estate plan.

You should consult with an experienced estate planning attorney about getting these fundamental legal documents in place and discuss other documents you might need in your own estate plan.

Reference: The Motley Fool (July 15, 2015) “Estate Planning Checklist: How to Protect Your Future, Your Family and Your Property.”

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce