These clients were a married couple with one minor child. We prepared a Will Plan for each of them.
Each plan included a:
- Will;
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Wills enable the clients to accomplish their goals in leaving their estate to their daughter, and provide specific distributions to their family.
The Power of Attorney documents provide security for the couple in the event that they are in a situation in which they cannot make financial or medical decisions for themselves.
Guardian designations were included in the Power of Attorney documents, and we also provided the couple with letters for short term guardians and a babysitter emergency manual.
The Living Wills include instructions for healthcare if the clients ever become permanently incapacitated.
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Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
https://cmslawfirm.com/foundation
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