Chapter 2: The Core Estate Planning Documents

This is Chapter 2 of Estate Planning University. | ← Chapter 1 | Chapter 3 →

A complete estate plan isn't just a will. It's a collection of legal documents that work together to protect you while you're alive and ensure your wishes are honored after you're gone.

This chapter introduces you to the five documents that form the backbone of a comprehensive estate plan, explains what each one does, and helps you understand which ones you may already have — and which ones you might be missing.

📌 Start Here

Estate Planning Checklist: 5 Legal Documents You Must Have

The definitive overview. This article covers the five core documents — will, trust, power of attorney, healthcare directive, and beneficiary designations — and explains exactly what each one does and why it matters.

Core Reading

Dying Without a Will — What Happens?

When someone dies without a will, the state decides what happens to their assets. This article explains the intestate succession process and why it often leads to outcomes no one would have chosen.

What Is Power of Attorney (POA)?

A power of attorney lets someone you trust make decisions on your behalf if you're unable to do so. This article covers the different types — financial and healthcare — and how to choose the right agent.

Top 3 Healthcare Documents Everyone Should Have

Beyond the will: this article covers the healthcare-specific documents (like a living will and healthcare proxy) that ensure your medical wishes are honored if you're ever incapacitated.

Go Deeper

DIY Estate Planning: Estate Planning Documents Online

A practical guide to creating your estate planning documents without hiring an expensive attorney — including what you can do yourself and where professional guidance still makes sense.

What Is a Living Trust vs. a Will: Which One Do I Need?

One of the most common questions in estate planning, answered thoroughly. This article compares trusts and wills across cost, privacy, probate, and complexity — and helps you decide which is right for you.

Up Next

You now know what documents go into a complete estate plan. Let's take a closer look at one of the most foundational: the will.

→ Continue to Chapter 3: Wills — The Foundation of Your Plan