Have Your Estate Planning Documents Prepared Right

Have Your Estate Planning Documents Prepared Right

• You Should Understand Everything – Before signing a document, be sure your estate planning attorney can explain it to you.
• Documents Should Be Checked – One vital part of estate documents is ensuring that every name is spelled correctly, so there is no mistake. A simple typo could cause a huge headache for your heirs.
• An Advance Health Care Directive – Your medical wishes should be documented in case you are not conscious when certain decisions need to be made. Your health care agents should be given the right to access your private health information so that HIPAA doesn’t interfere with your agent’s ability to oversee your care.
• Trusts, Schedule A, and Pour-Over Wills – These documents help to ensure that your wishes are properly outlined, your assets are accurately documented, and newly acquired assets that may not be listed are still passed on to the right inheritors.

The Right Estate Planning Attorney for You

This is just a short list of things to consider when going over estate plan documents with your attorney. The key to having all of your paperwork in order is to partner up with an experienced attorney who wants to help you implement your wishes. The estate planning attorneys at the Petrov Law Firm will be happy to provide these services for you. Call 619-344-0360 to get started today.