Step 6. Review and Modify
After considering the alternatives, which of these actions do you need to do?
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Obtain permission of people I would like to name to represent me in these (estate planning) documents. |
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Have my will and/or trust drafted or updated. |
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Carefully read each legal document. |
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Make a list describing whom I want to receive each of my personal belongings and put it with my will. |
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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). |
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Give a copy of my will to my executor or personal representative. |
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Give a copy of my trust to my trustee. |
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Give a copy of my living will to my attorney, doctor, hospital, and family. |
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Have a current durable power of attorney for health care and family. |
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Give a copy of my durable power of attorney for health care to my attorney, doctor, hospital, and family. |
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Have a current durable power of attorney for financial affairs. |
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Give a copy of my durable power of attorney for financial affairs to my attorney and all appropriate financial institutions. |
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Have written a letter of farewell to your spouse, children, and other close family members or friends. |