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Estate Planning Client Profile #134 | Elderly Married Couple

We prepared wills plans for his parents. They wanted to provide for their children and for each other in the event of their death. The Wills plan contained a Will, Financial Power of Attorney, Healthcare Power of Attorney, and Healthcare Directive. The Will provided direction to their Personal Representative for the distribution of their assets.

The Power of Attorney documents are to provide for the couple in the event that they are in situation where they cannot make financial or medical decisions for themselves. Guardian designations were included in the Power of Attorney documents and in the Pour Over Will, we also provided the couple with letters for short term guardians and a babysitter emergency manual.

We prepared the health care directive for end of life decisions and taking the mystery out of what the couple would want to happen to them if they were in a permanent vegetative state.

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