This couple came to us via Yelp. They did not have an estate plan in place to pass their simple estate to their adult child. They had no real estate and just wanted to make sure their financial accounts went to their child along with establishing a plan in case one or both of them became incapacitated.

Based on their needs they chose to do the foundational package, which includes:

– Wills;
– Powers of Attorney;
– Medical Powers of Attorney;
– Health Care Directive;
– Disposition Instructions

The Will names a personal representative (i.e. executor) of the clients’ estates and ensures all assets go where the client wants them to go.

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

The Medical Power of Attorney nominates people to manage the clients’ 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 clients would like to happen to their remains after they are gone.

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