Because all fifty states have different forms, rules and regulations for these documents, we strongly advise you consult a legal specialist in your state. Below is a list of some of the most important documents you may need as well as a brief explanation of each.

While there are various software programs or do-it-yourself kits that suggest that all you need to do is fill in the blanks, we strongly urge you to use these as thinking tools prior to a visit with a legal or tax professional. The areas of law that concern your property, care and possessions overlap and contain potential legal, financial and tax consequences for the uninformed that may create disastrous results for you and your family.

The local Bar Association or Commission may be helpful in directing you to qualified legal, financial or tax planning preparation in deciding which documents and strategies would serve you best.