This single father found us through an online advertisement. He was about to leave on a year-long travel adventure but wanted to make sure his daughter was taken care of in case something happened to him. He didn’t have any real estate, but his investments needed to be available to his daughter in the worst-case scenario.

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

– Will;
– Power of Attorney;
– Medical Power of Attorney;
– Health Care Directive; and
– Disposition Instructions;

The Will names a personal representative (i.e. executor) of the client’s assets and ensures all assets get to the client’s beneficiaries.

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 clients would like to happen to their remains after they are gone.

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