This client realized that he was getting older and his memory was not what it used to be. He wanted to make sure his kids were taken care of if he could no longer take care of himself or if he passed away. His only major asset was a home, but that was his legacy and he wanted to make sure it passed to his kids as smoothly as possible.

Based on his needs he chose to do the foundational package, which includes:

– Will;
– Power of Attorney;
– Medical Power of Attorney;
– Health Care Directive;
– Disposition Instructions; and
– Transfer on Death Deed

The Will names a personal representative (i.e. executor) of the client’s estate.

The Power of Attorney names people to manage the client’s finances if they are ever incapacitated.

The Medical Power of Attorney nominates people to manage the client’s health care if they are unable to do so themselves.

The Health Care Directive tells the client’s Medical Power of Attorney what to do if they are in a vegetative state (i.e. pull the plug or not).

The Disposition Instructions state what the client would like to happen to their remains after they are gone.

The Transfer on Death Deed is basically a beneficiary designation for your house. It allows you to transfer real estate without probate while also not needing a trust.

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