Copies of Estate Planning Documents

It’s recommended that you give copies of pertinent documents to your trustees, executors, and agents. It’s also recommended that you give copies of your Advance Directives (Living Will) and Medical POA to your doctor(s). Make sure they’re labeled as COPIES, preferably written or stamped in red ink, and preferably on each page of each document. Many people may forward an e-copy of pertinent documents to trustees/executors/agents/etc. It's highly recommended that you create an ecopy of your executed docuements in pdf format so that you can save it to your cloud files and forward to your trustees, executors, children, etc for them to have a copy in their own cloud files.

  • Tip: Consider a single email to each trustee/executor/agent/doctor/CPA/attorney stating something like this: “Attached are my estate planning documents. If you’re able to keep them on file in the event of my death or incapacity, I would appreciate it. Perhaps you could create a file folder on your email system that reads “John Doe's

Estate Planning Documents”


Mike Massey JD, MBA, MPA just might be the 195th most interesting person in Texas. He has 4 college degrees and he's working on a 5th:  BBS Accounting; MPA Master's in Professional Accounting; JD Law Degree; MBA Master's in Business Administration; BBS in Biblical Studies (in progress).

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© 2020 Mike Massey Law.  Managing Attorney Mike Massey, 8911 Capital of Texas Hwy, Ste 3210, Austin, TX, 78759.  Email:  Phone: 888-407-2407.  Mike Massey, Texas Bar # 24032584. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established. Privacy Statement.  Prices can vary based on your unique situation and potential add-on services.  Prices for in-office (in person) meetings typically cost more than virtual meetings that are done over the phone instead of in person.  Prices for virtual estate planning do not include an execution ceremony or notary, as those services are not available with our discounted virtual estate planning packages.