This client is the father of both an adult and a minor child, and he wanted to make sure both were protected and provided for in the event something happened to him. Additionally, because this client is not married to the mother of his minor child, he needed a will to ensure she received some portion of his estate.

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

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

The Will does three things: (1) name long-term guardians for the child if something happens to their parents; (2) name a personal representative (i.e. executor) of the client’s estate; and (3) ensure all assets go where the client allocates them.

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 Minor Power of Attorney and Minor Medical Power of Attorney acts as a short-term guardian designation in case both parents are incapacitated at the same time.

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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