Suze orman outlines the essential papers you should have for estate planning including a will power of attorney advance directive and more in addition many brokerages and other financial institutions have their own power of attorney forms so check to see if youll need those too. The south carolina bar offers a series of educational brochures and forms on a variety of topics divorce elder law buying a home and estate planning pocket legal counselor your guide to magistrates court advance directive forms. Advanced estate planning techniques print to pdf such gifts may take the form of the acquisition of a life insurance policy in an irrevocable life insurance trust sometimes dubbed a wealth replacement trust because it provides for the children funds to offset the loss of the assets passing to the charity 2 . Creating an estate plan is a lot like getting into better shape we all know we should do it but most of us never make the first move because the task seems daunting you will have to look . Your guide to estate planning illinois state bar association ask a lawyer many attorneys have forms for you to fill out that request basic information that helps the at torney draft your estate plan an estate plan should be reviewed every 2 3 years to make sure that it is still current based
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