Estate Planning Checklist for Doctors by BethanyChambers1

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									  ESTATE PLANNING CHECKLIST:
What you’ll need if you become incapacitated

            Necessary documents
    Will
    Durable power of attorney
    Healthcare surrogate
    Living will
    Pre-need guardian designation
    Life insurance


             Optional documents
    Irrevocable life insurance trust
    Trusts
    Tenancy by entireties
    QTIP trusts (for second marriages)
    QTIP trusts (for inheriting doctors)
    Living trust
    Trust protectors

								
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