There are three foundational estate planning documents that every adult should have in place: a Last Will and
Testament, a Durable Power of Attorney and an Advance Health Care Directive. Signing these documents are
essential before considering any additional long-term care planning concerns.
Letter of Intent
This document can be used to provide specific instructions to your fiduciaries and family members in the event of your death or disability. You can also update this document at any time without updating your formal estate plan. Download a Letter of Intent Template...







