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Professional estate planning checklist with legal documents, asset records, beneficiary forms, and family planning paperwork arranged on a clean office desk.

Estate Planning Checklist: What Documents Do You Actually Need?

  • by Jason Wootten
  • May 21, 2026May 21, 2026

An estate planning checklist should include a will, financial power of attorney, health care power of attorney, advance directive or living will, beneficiary designations, organized asset records, and a living trust when probate, privacy, property, or… Estate Planning Checklist: What Documents Do You Actually Need?

Couple reviewing a five-document estate plan checklist with an attorney at a table

The Five-Document Estate Plan That Beats the One-Document Myth

  • by Jason Wootten
  • April 18, 2026March 3, 2026

You don’t beat estate-planning chaos with one document, you beat it with coverage. A five-document estate plan closes the real gaps that show up when you’re incapacitated, when institutions demand proof, and when your family needs… The Five-Document Estate Plan That Beats the One-Document Myth

Person using a laptop to compare POA form apps and advance directive templates with printed documents and a notary stamp on a desk

7 Guardianship, POA & Advance Directive Form-Builder Apps

  • by Jason Wootten
  • March 20, 2026February 23, 2026

If you want to create guardianship nominations, a power of attorney, and advance directive paperwork without hiring a lawyer for every draft, the fastest path is picking a form-builder that matches your state rules, then… 7 Guardianship, POA & Advance Directive Form-Builder Apps

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