Trust documents
Record whether trust documents exist and where they can be found.
Fictional sampleLast reviewed August 22, 2026
Chapter 09 · Important records
Estate Documents
Planstead helps you record what documents you have, where they are kept, and when they may need review. It does not determine whether a document is legally valid or sufficient.
Document metadata and locations only. No legal documents or files are uploaded or stored.
Shared readiness rules
What makes up 68% readiness?
Not Applicable leaves the denominator. Review Later remains applicable and incomplete.
33completed
44applicable
1excluded
11remaining
Top gaps→ Review the recorded status for Maple household will.→ Maple household will needs review.→ Review the recorded status for Casey health care proxy.
Guided applicability
Which categories belong in this plan?
Not every household needs every document category. The whole chapter cannot be marked Not Applicable.
Advance directive / living will
Terminology and relevance can vary by jurisdiction.
HIPAA authorization
Record the household's current understanding without deciding legal sufficiency.
Guardianship-related instructions
A planning reference for households with minor children or dependents.
Funeral / final wishes
Optional organizational instructions, not a required document.
Document overview
What the household has recorded
These cards describe existence, location, relationships, and review status—not legal validity or effectiveness.
Willneeds review
Maple household will
- Relates to
- Jordan Maple, Casey Maple
- Signed / executed
- May 10, 2018
- Last reviewed
- Apr 18, 2020
- Location
- Home safe · Home safe — access details are not stored
- Professional
- Emery Park, fictional estate-planning attorney
Review date is more than five years old.
Revocable Trustconfirmed
Maple family revocable trust
- Relates to
- Jordan Maple, Casey Maple
- Signed / executed
- May 10, 2018
- Last reviewed
- Jun 15, 2024
- Location
- Attorney's office · Attorney's office
- Professional
- Emery Park, fictional estate-planning attorney
Property relationship needs confirmation; Planstead does not determine trust funding or legal effect.
Financial Power of Attorneyreviewed
Jordan financial power of attorney
- Relates to
- Jordan Maple
- Signed / executed
- Jun 15, 2024
- Last reviewed
- Jun 18, 2026
- Location
- Filing cabinet · Estate-planning folder in household filing cabinet
- Professional
- Emery Park, fictional estate-planning attorney
Health Care Proxy / Health Care Power of Attorneyneeds review
Casey health care proxy
- Relates to
- Casey Maple
- Signed / executed
- Feb 12, 2019
- Last reviewed
- Feb 12, 2021
- Location
- Home safe · Home safe — no access code recorded
- Professional
- Not recorded
Recorded review date may be stale.
HIPAA Authorizationunknown
Household HIPAA authorization
- Relates to
- Jordan Maple, Casey Maple
- Signed / executed
- Not recorded
- Last reviewed
- Not recorded
- Location
- Unknown
- Professional
- Not recorded
Existence and relevance have not been confirmed.
Homestead declarationreviewed
Maple residence homestead record
- Relates to
- Jordan Maple, Casey Maple
- Signed / executed
- Jul 9, 2021
- Last reviewed
- Jun 18, 2026
- Location
- Filing cabinet · Property records folder
- Professional
- Not recorded
Beneficiary confirmationneeds review
Retirement beneficiary confirmation
- Relates to
- Jordan Maple
- Signed / executed
- Not recorded
- Last reviewed
- Mar 10, 2022
- Location
- Digital vault · Fictional digital record index; no credentials stored
- Professional
- Not recorded
Guardianship-related nomination / instructionreviewed
Guardian nomination reference
- Relates to
- Jordan Maple, Casey Maple, Avery Maple, Riley Maple
- Signed / executed
- May 10, 2018
- Last reviewed
- Jun 15, 2024
- Location
- Attorney's office · Attorney's office
- Professional
- Emery Park, fictional estate-planning attorney
Document details
Add a document record
Record safe metadata and a plain-English location. Files are not uploaded.
Will
Maple household will
needs review · Home safe · reviewed Apr 18, 2020
Revocable Trust
Maple family revocable trust
confirmed · Attorney's office · reviewed Jun 15, 2024
Financial Power of Attorney
Jordan financial power of attorney
reviewed · Filing cabinet · reviewed Jun 18, 2026
Health Care Proxy / Health Care Power of Attorney
Casey health care proxy
needs review · Home safe · reviewed Feb 12, 2021
HIPAA Authorization
Household HIPAA authorization
unknown · Unknown
Homestead declaration
Maple residence homestead record
reviewed · Filing cabinet · reviewed Jun 18, 2026
Beneficiary confirmation
Retirement beneficiary confirmation
needs review · Digital vault · reviewed Mar 10, 2022
Guardianship-related nomination / instruction
Guardian nomination reference
reviewed · Attorney's office · reviewed Jun 15, 2024
Plan future check-ins
Estate Document reviews
Add to Calendar downloads a standard calendar event. Google Calendar opens a prefilled event without connecting an account.
Planstead — Will review
Planstead reminder: Review the recorded Maple household will information (Will). Last reviewed: April 18, 2020 Recorded location: Home safe Professional: Emery Park, fictional estate-planning attorney Confirm that the information, signed-copy location, and household wishes are still current. Planstead does not determine whether a legal document is valid, sufficient, or needs to be changed.
Planstead — Health care proxy review
Planstead reminder: Review the recorded Casey health care proxy information (Health Care Proxy). Last reviewed: February 12, 2021 Recorded location: Home safe Confirm the recorded information and where the signed copy can be found. Planstead does not determine whether a legal document is valid, sufficient, or needs to be changed.
Planstead — Trust review
Planstead reminder: Review the recorded Maple family revocable trust information (Revocable Trust). Last reviewed: June 15, 2024 Recorded location: Attorney's office Professional: Emery Park, fictional estate-planning attorney Confirm that the recorded trust and related property references remain current. Planstead does not determine whether a legal document is valid, sufficient, or needs to be changed.
Planstead — Power of attorney review
Planstead reminder: Review the recorded Jordan financial power of attorney information (Financial Power of Attorney). Last reviewed: June 18, 2026 Recorded location: Filing cabinet Professional: Emery Park, fictional estate-planning attorney Confirm that the recorded information and signed-copy location remain current. Planstead does not determine whether a legal document is valid, sufficient, or needs to be changed.
Safe, traceable guidance
Recommendations
These prompts explain their fictional trigger data and do not direct anyone to create, revoke, amend, sign, transfer, or execute a legal document.
ImportantOpen
Will review is overdue
Consider confirming with a qualified estate-planning attorney whether it still reflects the household's wishes.
- Why this appeared
- The recorded will has not been reviewed in more than five years.
- Trigger data
- Maple household will · last reviewed April 2020
- Professional
- Qualified estate-planning attorney
ImportantOpen
Health care proxy review due
Consider confirming the current document and where the signed copy can be found.
- Why this appeared
- The recorded review date is more than five years old.
- Trigger data
- Casey health care proxy · last reviewed February 2021
- Professional
- Qualified attorney or health care planning professional
ReviewOpen
HIPAA authorization status unknown
Review whether an authorization exists or is relevant for this household.
- Why this appeared
- Planstead has no confirmed existence, location, or review date for this category.
- Trigger data
- HIPAA authorization · status unknown
- Professional
- Qualified attorney
ReviewOpen
Trust relationship needs confirmation
Consider asking a qualified professional to confirm how the records relate. Planstead does not determine legal ownership or effectiveness.
- Why this appeared
- A trust and property are recorded, but their relationship has not been confirmed here.
- Trigger data
- Maple family trust · Maple primary residence
- Professional
- Qualified estate-planning attorney
Document safety
Keep document references useful and private
Record what a document is and where an authorized person can find it. Do not enter access codes or other credentials.