Estate Planning – Common Elements and Free Guide

Parallel Financial |

Estate planning isn’t just about having a will, it’s also about protecting what matters most to you, and making sure your wishes are honored. Whether you’re putting a plan in place for the first time or reviewing one you’ve already started, understanding the basics is a great place to begin.


To help, we’ve put together this helpful summary guide:

 

2025 · COMMON ESTATE PLAN ELEMENTS



This guide provides an overview of the essential parts of an estate plan, including:

  • Common estate planning documents – such as wills, trusts, and powers of attorney
  • The key people involved and what their responsibilities are (executors, trustees, healthcare proxies, and more)
  • Strategies that may help avoid probate
  • What parts of your plan will remain private, and what could become public
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After you have reviewed the guide, we can schedule some time to talk through your current estate plan together - or to start building one that reflects your goals. Feel free to give us a call, or request a meeting.