by following the checklist, an individual can get an idea of the estate laws in their state and choose which forms suit their personal financial situation best. in addition, someone can establish who will get what after they die and whether it’s best for the estate to go through the probate process. advance directive – choose a person to assist and make medical decisions in the chance someone cannot do so for themselves. last will and testament – used to designate how personal assets will be distributed after death. power of attorney – select an individual to act as an agent and make financial decisions while alive. to create an estate plan, an individual will need to understand the laws in their state and gather a list of their assets. this will involve completing the following forms: durable power of attorney allows an individual to select a financial agent to handle their financial responsibilities on their behalf (referred to as an ‘attorney-in-fact’).