If you do not have the following four (4) documents in your estate plan, then your estate plan may not be as complete as it should be:

1. Trust Agreement
2. Will with pour over provision to trust
3. Durable power of attorney for property
4. Healthcare power of attorney

What you need to know about having a Will versus a Living Trust.

If you are interested in having a complete estate plan, please call (800) 426-3004.