Estate planning work typically involves meeting with clients to review and assess their family situations and dynamics, assets, long-range distribution goals, charitable desires, and related matters. Documents typically include wills, sometimes trusts (either stand alone trusts or testamentary trusts embodied in wills), medical powers of attorney, financial powers of attorney, and living wills. Beneficiary designations are discussed, and the relationship of beneficiary designations to distribution provisions contained in wills. Assets and titling of those assets are also reviewed to determine if estate taxes might be an issue for the clients and/or whether any title changes and/or beneficiary designations might be appropriate, consistent with the clients' goals. The handling of personal property, general or specific distribution provisions to be included in the wills, and choice of personal representative (executor) and sometimes guardians and trustees are discussed.

Trust provisions are often included in wills for a variety of reasons - to provide for minor children or help establish children further into maturity, to formulate estate tax planning strategies, to provide appropriately for children of an earlier marriage, to provide for a spouse married later in life, to provide for disabled children or other relatives, and to deal with other special circumstances.

Updated financial and medical powers of attorney are always considered for clients, as well as living wills or other pertinent health care documents. Disposition of last remains documents with specific last wishes may also be prepared depending upon the circumstances and clients' wishes.