Estate Planning

Use this helpful PDF to visualize how key estate documents function within a Trust-Based Estate Plan.

Within Encore’s Revocable Trust-Based Estate Plan, several documents work together to support you during two distinct phases—life and death. Each phase is further divided into three categories: Children, Health, and Wealth. The PDF outlines which documents and decision-makers are associated with each category and how these responsibilities shift from one phase to the next.

Estate planning services are offered through Encore. I can help you understand the purpose of the various documents in your plan and walk you through how they work together, I do not provide legal or tax advice.