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Core Estate Planning Documents: Part 1

April 8, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Completing the Estate Plan: Core Documents and Why They Matter

In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson review core estate planning documents, including wills, revocable trusts, and pour-over provisions, explaining how each works to protect privacy and intent. 

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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