Start with the basics. Secure peace of mind.
What Is a Simple Estate Plan?
A simple estate plan covers the essential documents and decisions that help your loved ones carry out your wishes—without confusion, delay, or court intervention. It doesn’t need to be complicated to be effective. The key is clarity, completeness, and getting it done the right way.
Who Needs One?
Anyone who owns property, has children, or wants control over what happens to their assets or medical decisions should have an estate plan. And it’s especially important if you live in Mississippi or Tennessee, where state laws may come into play if there’s no valid will.
The Core Documents
Every basic estate plan should include:
1. A Legal Will
This document states who will receive your assets, who will care for any minor children, and who should serve as your executor. It can be as straightforward or detailed as your situation requires.
2. A Power of Attorney
This lets someone you trust manage your finances if you're unable to do so. Without this, no one may be legally allowed to act on your behalf.
3. An Advance Healthcare Directive or Living Will
This document outlines your medical wishes and names someone to make healthcare decisions if you're incapacitated. It's a way to ensure your preferences are honored, even if you can’t speak for yourself.
4. A List of Assets & Accounts
It doesn’t need to be formal—but a written list of what you own (like property, bank accounts, or retirement savings) makes it much easier for your executor or trustee to do their job.
Optional—but helpful:
For some families, a trust can simplify things even further and help avoid probate. It depends on your goals, assets, and family structure.
What Makes It “Simple” (But Still Smart)
A simple estate plan is just that—simple, not incomplete. When done right, it clearly answers key questions: Who gets what? Who’s in charge? What happens if you can’t decide for yourself?
It avoids delays, minimizes court involvement, and helps keep your loved ones from having to guess about what you would’ve wanted.
How We Can Help
We’ll walk you through everything step-by-step. Whether you're starting from scratch or reviewing documents from years ago, you don’t have to figure this out alone. We’re here to provide calm, clear, and respectful guidance—no pressure, no assumptions.
Ready to Get Started?
You don’t need to have all the answers—you just need a place to begin. And that’s what we’re here for.