What documents are included in a basic estate plan?

A basic estate plan typically includes a will, durable power of attorney, and health care proxy. These foundational documents address asset distribution, financial management, and medical decision-making.

A will directs how your assets are distributed upon death and allows you to name an executor to administer your estate. It also allows parents to designate guardians for minor children.

A durable power of attorney authorizes a trusted individual to manage financial matters if you become incapacitated. This can include paying bills, managing investments, and handling real estate transactions.

A health care proxy appoints someone to make medical decisions on your behalf if you cannot communicate. This ensures your health care preferences are respected.

A properly drafted basic estate plan ensures your core legal protections are in place and aligned with Massachusetts law.