Skip to main content
Created: February 13, 2022
Modified: May 14, 2024

4 Important Documents You Need in Estate Planning

This week on Better Money Atlanta, Joel Johnson, CFP® talks about the four documents you’ll need when planning for your estate:


A will allows your loved ones to know what you want in the event that you pass away.

Over 50% of American adults do not have a will prepared.

Power of Attorney

In the circumstance that you can no longer make decisions for yourself, this person is appointed to make them on your behalf.

These decisions can be related to finances, health care, etc.

Health Care Directive

A spouse or loved one is appointed to make health care decisions when you cannot make them yourself.

Some people may choose to include specific instructions, such as ‘DNR’ if they enter a vegetative state.

Information Document

This is an informal document that will help the family of the deceased. It usually includes final wishes, bank account information, and passwords.

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

Our Locations
Johnson Brunetti
Welcome to Our New Website!
Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
Check out your new resource center, where everything can be organized by article type or topic
Are you ready to speak with a financial advisor?
Skip to content