5 Legal Documents All Seniors Should Already Have

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#4 A will and, if necessary, a Trust

If there is only one of the legal documents on our list that is going to be added to your to-do list, it should be this one. After all, wills are essential, and you can make one at any point in your life, no matter your age. In the end, it is better to have one made and then make changes to it as you wish if circumstances change than to end up not having one and leaving everything up in the air.

The will can also serve as a backup for other real estate documents, like a living trust. Since you can cover the property assets you may own in the will, if you have forgotten to transfer one to a trust or it has been transferred incorrectly, or even if you acquire more property after the will has been made, the will will have you covered.

Not to mention, this will also cover any other assets you have, and the earlier you set one up with an attorney, the easier it will be when you just have to update it down the line.

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29 Responses

    1. Google on-line for your state (e.g., DPOA for Florida; Wills in Virginia). That’s a good start, anyway. I did all myself paying a fee ($99) to make sure that all of the forms were legal in my state, etc. It can be done from one source, as I did, or you can Google separately for each document you need. General advice, I guess, is to keep it all simple…

    2. Linda,

      Look up above where there are 6 squares #1 thru #6. When you click on #1 it will talk to you about the forms. Starting at # 2 discusses the first form and going through to #6 that is the last form. #2 through #6 talks about each type of form. They don’t provide any actual forms but rather how each one affects you – Lawyer will have each form that you might need. You can list each type and if you go see a lawyer bring that list with you and he can advise you legally how each one handles your request in the case of your death. Hope this helps

    3. We can to our Library and get books on how to make a will-make or a power of attorney- make a trust fund or but make sure you know the difference meaning revocable and non-revocable-trust funds are very expensive to do and pay whoever holds this form. A medical form can be done at your Dr.office most have that form. OR if you go back to your mail you can click on there when your mouse comes up up-click. Hope this helps.

  1. It would have been nice if you posted these necessary items. As seniors we don’t often remember what to have for our kids to make our passing easy .

  2. I am very interested in having these documents available. I worry about what could happen if I don’t have things in order if I wind up in a long term care facility or on my death.

  3. What 5 Legal documents are they? What’s the cost of these documents and do they meet the state of Pennsylvania’s Law?

  4. For our 1st anniversary, my Husband took me to a Funeral home and we made arrangements for our deaths. Everything was set up except for what we would wear and the flowers. Everything went on a payment plan and when that was paid for, the interest kept accumulating – so our funeral is paid in full. Then our 2nd anniversary, we bought burial plots. The 3rd year we bought a marker, monument, with all the information, except date of death, the next year we got a Trust made out. Every year thereafter, we update it.

  5. Is there a place to locate these documents without having to pay for an attorney? Are there sites that offer these documents, to be filled out, for free or at low cost?

  6. I was a store manager at Office Depot and we carried multiple packets of documents, most of the ones mentioned in this email. They start at $9.99 to $19.99…hope this helps!

  7. I have my last will and testament, but I do not know where to go to get it made official. Just to a Notary, or to the courthouse?

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