Generally speaking, the documents for a complete living trust may include the following legal documents:

1. Living trust: This is the most important main document. A living trust designates a trustee to manage assets for the beneficiary, while the grantor is still alive.


2. Pour-over will: It is used to transfer assets not already held in your trust before the person dies into the living trust after death.


3. Advanced Medical Directive: A document authorizing a health care agent to make financial decisions on behalf of the individual when they are incapacitated.


4. Financial Power of Attorney (durable power of attorney): A document authorizing an agent to make financial decisions on behalf of the individual when they are incapacitated.


5. HIPAA Release Authorization Letter (Health Insurance Portability and Accountability Act Release): This document authorizes third parties, including parents, family members, friends, etc. to obtain personal health and medical information from medical institutions.

The above is a general introduction, and should not be construed as individual legal advice. For specific legal questions, please contact the Law Offices of Yu & Associates. Tel: 301-838-8986, Fax: 202-595-1918; E-mail: syu@yulegal.com, Address: 110 N. Washington St., Suite 328E, Rockville, MD 20850. (All rights reserved.)