The Key Documents That Make Up Your Core Life and Estate Plan

It is in your best interest to work directly with an experienced lawyer who is familiar with your state’s laws, your individual circumstances, and the unique issues facing the LGBTQ community. When you meet with the lawyer for the first time, ask about his or her experience with LGBTQ clients and the types of life and estate planning issues you and your loved ones need to address.

What Documents Do I Need?

A basic life and estate plan consists of the following key documents:

  • Will or revocable living trust
  • Up-to-date beneficiary designations for all retirement plans, life insurance policies and annuities
  • Up-to-date titles for property
  • Durable power of attorney for finances/asset management
  • Advance healthcare directive (living will and healthcare power of attorney)
  • HIPAA authorization

Other Important Documents

There may be other documents that should be included in your life and estate plan. Here are some examples; your lawyer may suggest others:

  • Funeral directive
  • Revocable living trust
  • Life insurance trust
  • Special needs trust
  • Co-habitation or domestic partnership agreement
  • Pre- or postnuptial agreement
  • Joint custody agreement
  • Sperm or egg donor agreement
  • Surrogacy agreement

For more detailed information about life and estate planning for LGBTQ people, request our complimentary planning publications.