Estate Planning Documents

Recipe
Written By Daphnee Lagredelle

ESTATE PLANNING IMPORTANT DOCUMENTS

Last Will and Testament- Name an administrator or executor who will handle your estate after you die. It also directs that person to distribute your property in a certain way.

A Power of Attorney- Gives a person, known as your agent, legal authority to act on your behalf. You can specify certain powers that they have, and others that they don’t. A power of attorney can become effective immediately or upon your incapacitation. You may be able to revoke it at any time, as long as you are not incapacitated. If something happens to you and you do not have a Power of Attorney, your loved ones might have difficulty handling your affairs for you. Parents may grant power of Attorney to their children to represent them if they become ill.

A Power of Attorney for a child- This gives a person authority to act on behalf of a minor child if their parents die or are incapacitated.

Living Trusts- This creates a new legal entity to hold property for a person. When that person dies, the living trust can distribute the property to their heirs, or beneficiaries, more quickly than the probate system.

WHAT YOU MUST HAVE  :

Power of Attorney + Notary

A Power of Attorney grants legal permission for another person or organization to act on your behalf if you're not able to do so.

2.

Last Will and Testament

A Last Will and Testament allows you to communicate your wishes and make things easier for the people that you leave behind.

3.

Living Will

This document allows you to declare your wishes regarding the withholding or withdrawal of life-sustaining procedures and make healthcare decisions for you in the future.

4- A trust


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Daphnee Lagredelle

Daphnee Lagredelle is a nationally recognized Business Strategist, Trademark Advocate, and Social Worker turned Entrepreneur dedicated to helping women—especially women of color and service-based professionals—build legally structured, credit-ready, and wealth-focused businesses from the ground up.

With over eight years of experience in business formation, brand protection, coaching, and financial education, Daphnee specializes in guiding entrepreneurs through the processes of setting up LLCs, EIN registration, trademark preparation, business credit building, and scalable brand architecture. Her approach blends legal clarity, financial empowerment, and spiritual resilience—meeting clients where they are and equipping them with real tools to move forward.

As the Founder of Daphnee Lagredelle Consulting Services®, Sondra Financial Services®, and the visionary behind DBAWSE ELITE CLUB® and the Elite Tour® Conference Series, Daphnee has built a thriving educational ecosystem that supports thousands of startups and side-hustlers across the United States. Her live workshops, coaching intensives, digital programs, and signature multi-city events focus on helping everyday dreamers turn ideas into profit-producing, protected enterprises.

Before stepping fully into entrepreneurship, Daphnee earned a Bachelor’s degree in Social Work and a Master’s degree in Leadership, spending years as a frontline advocate for families and communities. That foundation continues to define her coaching style—practical, compassionate, culturally competent, and empowerment-centered.

Daphnee is currently authoring a groundbreaking business book for women of color transitioning from low-income backgrounds and social service careers into entrepreneurship and financial independence. Her work consistently centers on one mission:

To teach women how to stand in ownership—of their businesses, their brands, and their wealth.

https://www.daphneelagredelle.com
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