Step 6. Review and Modify

After considering the alternatives, which of these actions do you need to do?

 

Obtain permission of people I would like to name to represent me in these (estate planning) documents.

 

Have my will and/or trust drafted or updated.

 

Carefully read each legal document.

 

Make a list describing whom I want to receive each of my personal belongings and put it with my will.

 

Explain to family members that I have a will and tell them its location as well as the location of other important documents (see Step 2).

 

Give a copy of my will to my executor or personal representative.

 

Give a copy of my trust to my trustee.

 

Give a copy of my living will to my attorney, doctor, hospital, and family.

 

Have a current durable power of attorney for health care and family.

 

Give a copy of my durable power of attorney for health care to my attorney, doctor, hospital, and family.

 

Have a current durable power of attorney for financial affairs.

 

Give a copy of my durable power of attorney for financial affairs to my attorney and all appropriate financial institutions.

 

Have written a letter of farewell to your spouse, children, and other close family members or friends.