Attorney Sean Smith walks attendees through five estate-planning documents and probate avoidance tools
At the Orange County Community Conference, attorney Sean Smith led a practical session on five key estate-planning documents—durable power of attorney, health-care surrogate, living will, last will and testament, and revocable living trust—and explained tools such as beneficiary designations and the Lady Bird deed to avoid probate.
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Attorney Sean Smith told workshop participants that basic estate planning starts with five documents: a durable power of attorney for financial matters, a health-care surrogate for medical decisions, a living will to record end-of-life preferences, a last will and testament for posthumous asset distribution, and a revocable living trust to avoid probate.
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