This client contacted us for help with a probate for her sibling but then also decided to create her own estate plan to help her daughter avoid the same issues in the event of her death. She didn’t have any real estate but did have some investments so she elected for a basic estate plan with guidance from our firm on how to ensure her daughter receives everything outside of probate.

Based on their needs they chose to do the foundational 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 estate and ensures all assets go to the allocated 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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