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Premium Estate Planning Package: Take Care of Tomorrow Today
Premium Estate Planning Package: Take Care of Tomorrow Today
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Are you comfortable with the state deciding what happens to you and your most Who would you appoint to make healthcare decisions for you if you can’t?
YES NO important possessions? A Medical Power of Attorney names who you trust to make healthcare decisions on your behalf when you can’t.
Should something happen to you, have you specified who will care for
YES NO your children?
First Choice/ Full Legal Name/Relationship Second Choice/ Full Legal Name/Relationship
Who would you choose to communicate with your doctors and access your private medical information?
YES NO Do you want your children to control their inheritance when they turn 18? By completing a HIPAA form, your medical documents will be available to your family members to make educated decisions.
Did you know when your children turn 18, you no longer have access to medical First Choice/ Full Legal Name/Relationship Second Choice/ Full Legal Name/Relationship
YES NO records or influence over their medical decisions unless your children name you in
the proper medical authorizations? Who will serve as your executor/personal representative? Without a Will, state law dictates who gets your assets.
This is true even if you have already told friends and family which assets you want them to have when you die.
If something happens to you, do you know who will make healthcare decisions
YES NO for you? First Choice/ Full Legal Name/Relationship Second Choice/ Full Legal Name/Relationship
Have you completed a HIPAA authorization so select members of your family Who will take care of your minor children if something were to happen to you?
YES NO (including your spouse) will have access to your medical information?
The only way to guarantee that your wishes are fulfilled is by naming a Guardian in your Will.
Do you want your family going through a lengthy, public process (known as
YES NO probate) at the time of your death? First Choice/ Full Legal Name/Relationship Second Choice/ Full Legal Name/Relationship
Your financial future, your family’s financial future, and your legacy depend on how you
If you answered “no” to any of these questions, NetLaw can help! preserve your estate.