The estate planning process involves creating a will, naming beneficiaries for your accounts and designating someone to manage your affairs in the event you become incapacitated. Our estate planning attorneys always recommend drawing out what you’d like to consider including in this plan to preserve your legacy in the best way possible.   There are four key estate planning documents that everyone should have in place: a will, trust, power of attorney and healthcare directive. A will is a legally binding document that dictates how your assets will be distributed after you die. Power of attorney grants a person the legal authority to make financial and medical decisions on your behalf. Healthcare directives, in particular, outline your wishes for medical treatment if you can’t communicate that for yourself.   A simple estate planning worksheet, like what’s discussed below, can help you start the process of creating a plan prior to consulting with an attorney.