What three estate plannign deocuments do I need? Well, that depends. At Vick Law, we don’t believe estate planning should begin with a stack of documents and a list of boxes to check. It should begin with a conversation. We want to understand your family, what you own, whom you trust, what concerns you, and what you want your plan to accomplish. A young family with minor children may need to think about very different issues than a couple approaching retirement. Someone in a second marriage may have concerns that a single parent, business owner, caregiver, or family with a special needs child does not. Your plan should reflect those differences.
Depending on your circumstances, that conversation may include wills, financial powers of attorney, healthcare planning documents, beneficiary designations, trusts, long-term care concerns, or other planning strategies. If you already have an estate plan, we can review what you have and discuss whether it still reflects your family, finances, and wishes. You don’t need to wait until something happens to find out whether your plan is ready.
If estate planning has been sitting on your “we need to do that” list for a while, this may be a good time to finally have the conversation. Contact Vick Law online HERE or give us a call to schedule an estate planning consultation.
Vick Law, P.C.
3209 W. Smith Valley Rd., Suite 113
Greenwood, IN 46142
(317) 884-3133
10/07/26 • by: Vick Law, P.C.
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