Comprehensive estate plan A coordinated set of documents that work together to cover all aspects of your estate — what happens to your assets, who makes decisions if you're incapacitated, and how your wishes are carried out. (Will, Trust (if needed), Financial POA, Healthcare directive, TOD) Single document (à la carte) You already have an estate plan in place but need to add or update one specific document — or your situation only requires a single instrument right now. Just a Last Will and Testament Just a POA Just a Trust Just a Directive