Estate Planning Basics

Doing What's Best for Your Family

Estate Planning is the preparation of documents and tasks that will serve to manage a person's assets in the case of their death or incapacitation. This usually includes Selecting Beneficiaries and Creating Documents that outline your how your assets should be managed. 


Proceeds from a Life Insurance policy financially provides for your family once you transition, but how should your assets be dispersed? Who will be the guardian of your minor children? Who will me your financial decisions in the case you are not physically or mentally able? These are the questions proper Estate Planning will answer.


Of course you should have a Last Will & Testament, but there are other documents that provide guidance in making decisions about your healthcare, children's assets and final arrangements. Someone must also be appointed to carry out these decisions


Please review the Estate Planning Documents section below to get an understanding of what you need to create your Family's Estate Plan. Then be sure to download the B Rite Estate Planning Checklist so you can make sure your family is well protected. 


Once you are ready to create your Family's Estate Plan, click here for access to all the documents you will need to protect the future of your family. When you are complete, make your Mobile Notary Public appointment with B Rite Family Finance, LLC to finalize your Family's Estate Plan. 

B Rite Family Finance, LLC provides Mobile Notary Public services to the Eastside of San Antonio, TX

B Rite Family Finance, LLC provides Mobile Notary Public services to the Eastside of San Antonio, TX

Estate Planning Documents

Power of Attorney

A Power of Attorney (POA) is a legal document used to appoint someone (attorney-in-fact) to manage your affairs if you are unable to do so. A Durable Power of Attorney allows the person you appointed to manage your affairs even if you be come mentally unable to do so. 

Healthcare Directive

A Healthcare Directive (aka Living Will or Medical POA) allows you to specify your healthcare treatment preferences should you no longer be able to make medical decisions for yourself, or to appoint someone to make medical decisions for you.

Guardianship of Minor Children

If you have minor children, you should appoint a Guardian who would have custody and make decisions for them in the event you cannot due to death or incapacitation. You should include the Appointment of a Guardian in your Last Will & Testament and provide a copy to your appointee.

End of Life Plan

Your End of Life Plan should provide the details for your Funeral/ Memorial Arrangements to save your loved ones the pain and agony of making those decisions themselves and not being sure if they are doing as you would have wished. Besides being provided to your family, this document should be kept with your Will and provided to the funeral home of your choice.

Last Will & Testament

Your Last Will & Testament should specify how your assets should be divided and who should care for your minor children. An executor should be appointed to carry out all transactions outlined in your Will. Depending on the state you live in, dying without a Will in place will cause your assets to be forfeited to the state instead of your relatives.

Revocable Living Trust

A Revocable Living Trust, like a Will, outlines who will receive your assets after you transition but gives you greater control of how the assets are used. You can even name your Trust as the beneficiary on Life Insurance policies and financial accounts. Revocable Living Trusts transfer your assets to your beneficiaries without going through the Probate process. 

B Rite Estate Planning Checklist

Download the B Rite Estate Planning Checklist so you can make sure your family is protected.

B Rite Estate Planning Checklist (pdf)

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