Eldercare · Video
Legal Documents: Which Ones Do You Really Need?
With Colin Meeks, CFP® · Published October 29, 2025
What this one covers
The estate-planning aisle is crowded: wills, trusts, powers of attorney, directives. Colin sorts the shelf, which documents nearly everyone needs, which ones are situational, and which get sold harder than they deserve.
We don't draft documents at MFA, which makes this a refreshingly independent tour. The recurring theme: documents only work if they exist before they're needed and the money behind them is titled to match.
Takeaways
- Powers of attorney and healthcare directives are the everyone documents; get them done while it's easy
- Trusts are tools for specific jobs, not status symbols
- A document without matching account titling and beneficiaries is a binder on a shelf
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