Planning with Financial and Medical Legal Documents

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We can help individuals plan for a wide variety of ancillary documents, including:

• Durable Power of Attorney
• Health Care Surrogate
• Living Will
• HIPAA Release of Confidential Medical Records
• Designation of Preneed Guardian

The above are ancillary legal documents that specify who will act as your agent(s) in the event that you are incapacitated, with the exception of the Durable Power of Attorney which is effective the moment it is signed.

A Durable Power of Attorney and Designation of Preneed Guardian allow for your agent(s) to act in a financial capacity and in accordance with your best interest in mind. Health care directives such as the Health Care Surrogate and Living Will allow your agent(s) to make health care decisions when you are not able to do so. One of the most important legal documents in this section is the Living Will. This document allows the principal (the person creating the document) to memorialize their known wishes with regard to resuscitation, feeding tubes, and other end of life measures. Without legal documentation such as the above ancillary documents, your wishes may not be adhered to and you may be at the beckon call of doctors and medical staff who are not familiar with you and your beliefs. To avoid this happening, and in order to make sure that you have trustworthy individuals acting in accordance with your best interest, consider creating these legal documents the help of an attorney. Our team can walk you through the process and help you create thorough and legally binding documents that adhere to your wishes.