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Legal Protection & Estate Planning

Understand the essential documents behind an estate plan.

Estate planning can help document your wishes and prepare for decisions involving assets, minor children, incapacity, and the distribution of an estate. The right documents depend on state law and individual circumstances.

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01

Will

Documents wishes for handling assets after death and can address guardianship of minor children and other personal instructions.

02

Living Will / Directive

States preferences for medical care if you are unable to make decisions for yourself.

03

Durable Power of Attorney

Designates an agent to act on your behalf for powers specified in the document, which may include financial or medical decisions.

04

Revocable Living Trust

Can hold assets during your lifetime while allowing you to maintain control and change or dissolve the trust, subject to the document and applicable law.

05

Probate Education

Probate is the legal process used to validate a will when applicable, address estate debts, and oversee distribution of remaining assets.

06

Legal Protection Access

Legal protection plans may provide access to participating provider law firms for covered legal services, subject to plan terms and availability.

01

Will

Documents wishes for handling assets after death and can address guardianship of minor children and other personal instructions.

02

Living Will / Directive

States preferences for medical care if you are unable to make decisions for yourself.

03

Durable Power of Attorney

Designates an agent to act on your behalf for powers specified in the document, which may include financial or medical decisions.

04

Revocable Living Trust

Can hold assets during your lifetime while allowing you to maintain control and change or dissolve the trust, subject to the document and applicable law.

05

Probate Education

Probate is the legal process used to validate a will when applicable, address estate debts, and oversee distribution of remaining assets.

06

Legal Protection Access

Legal protection plans may provide access to participating provider law firms for covered legal services, subject to plan terms and availability.

WD One Stop and its financial representatives do not provide legal, estate-planning, or tax advice. Legal services are provided by appropriately licensed attorneys or participating provider law firms.

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Legal Protection & Estate Planning

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Legal Protection & Estate Planning