Legal & Financial

“I have power of attorney, medical representative and trustee designations.
It’s really hard.”

  • Do you have a current Durable Power of Attorney for properties?

  • Do you have a valid Durable Power of Attorney for your finances?

  • Do you expect your Power of Attorney to perform your banking tasks?

  • Do you have a valid Will for Social Media accounts?

  • Have you executed a will for your property?

  • Have you shared your finances and end-of-life plans with your Power of Attorney?

  • Did you appoint a representative to handle your retirement and pension (Social Security), Medicare, and other insurance issues and all other financial matters when you are not capable of performing these tasks for yourself?

  • Have you discussed your financial matters with trusted family members?

  • Have you organized your legal, personal, financial, and important documents so that trusted family and representatives can find them?

  • Have you shared the location of these documents?

  • Have you contacted a legal professional or lifetime planner to assist you with these tasks?

Wills and power of attorney may not be topics your relatives want to discuss; however, these issues need to be addressed before it’s too late to make sure that their assets are properly taken care of and that their medical treatment preferences are known.

A will directs how a person wants the property to be distributed after death and appoints a trusted person to be the executor, and a durable power of attorney provides written authorization for a person you name to act on your behalf for whatever financial or health care purpose you spell out.

An advance directive is a legal document that provides directions for your health care if you are unable to speak for yourself.