Estate-planning names can feel technical. Open any item below for a simple explanation of its general purpose. These descriptions are educational and are not legal advice.
A legal arrangement that holds eligible assets and provides instructions for their management during your lifetime, incapacity and after death. It can be changed or revoked while you retain legal capacity.
A plain-language overview of the trust’s key people, powers and instructions for easier reference.
A shortened confirmation that a trust exists and identifies authorized trustees without disclosing the entire private trust agreement.
A document used to transfer eligible personal property interests to the trust, subject to applicable requirements.
A will designed to direct eligible assets left outside the trust into the trust after death, generally through the probate process.
Authorizes a trusted person to handle specified financial and administrative matters if you are unavailable or unable to act.
Names a trusted person to make healthcare decisions when you cannot communicate or decide for yourself.
Permits named individuals to receive protected medical information from healthcare providers and institutions.
Records your preferences for medical treatment and end-of-life care if you cannot express those wishes yourself.
Allows a college or educational institution to share specified education records with the people the student authorizes.
A personal, generally non-binding guide for wishes, family information, meaningful possessions and details loved ones may need.
A practical roadmap for reviewing real estate, financial accounts, beneficiary designations, business interests and personal property for appropriate next steps.
Keeps trusted contacts, health information, providers, insurance details and urgent instructions organized in one accessible place.
A secure organizational system for important estate, identity, property and emergency records. Access and security depend on the selected storage provider.
Helping individuals, families, and business owners protect what matters most through personalized planning, trusted guidance, and education-first solutions that bring confidence and peace of mind.
Disclaimer: TFA Services LLC is not a law firm and does not provide legal advice. TFA Services LLC provides educational and planning support services and does not provide legal or tax advice. Information provided on this website is for general educational purposes only and should not be considered a substitute for advice from a qualified attorney, tax professional, or other licensed professional. Estate planning and related outcomes vary based on individual circumstances.
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