Planning Documents

Last Will and Testament

Your Last Will and Testament contains provisions which direct how your property is distributed after your death, directs the payment of any debts owed during your lifetime and identifies a guardian for any minor children. Your will also names an executor, who is responsible to the probate court in the settlement of your estate. You can read more about Will, here.

Revocable Trust

A revocable trust (or living trust) is also a document that directs the transfer of your property at death, but does so without the need for a probate court. There are three parties to a trust: the trust’s maker (known as the grantor), the trustee who is in charge of managing the