06/15/2026
One of the most common questions we hear is, "What documents do I actually need for an estate plan?"
For many California individuals and families, the answer is simpler than people expect. A comprehensive estate plan often includes four core documents: a living trust, a pour-over will, a durable power of attorney, and an advance health care directive.
Each document serves a different purpose, and together they help create a plan for managing financial, legal, and medical matters if the unexpected occurs.
In my latest blog, I break down what each of these documents does and why they are often prepared together as part of a coordinated estate plan.
You can read the full article here:
Many people know they need an estate plan, but they are not always sure what that actually means. One of the most common questions we hear is, “What documents do I actually need?” For many California individuals and families, a comprehensive estate plan includes four core documents: a living tru...