The Essential Estate Planning Documents: What You Need and Why
You may know that you need a will. But what other estate planning documents will be helpful for your when you die? Take a look at this list!
Hannah Rounds is a data-driven personal finance writer with over a decade of experience helping readers understand how to make smarter money decisions. She specializes in breaking down complex financial topics (from student loans to investing tools) using a practical, analytical approach rooted in real-world data.
She holds a B.A. in Economics from Furman University (Summa Cum Laude), where she received the Arthur Magill Economics Award and the J. Carlyle Ellet Economics Prize. She has written extensively on taxes, investing, student loans, and financial technology, focusing on how data shapes smarter financial decisions.
When she’s not writing or analyzing spreadsheets, Hannah enjoys exploring new budgeting tools and finding fresh ways to make finance easier for families.

You may know that you need a will. But what other estate planning documents will be helpful for your when you die? Take a look at this list!

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