So you don't have a Will... yet!
Have you ever been driving down a highway full of crazy drivers or hit bad turbulence in the airplane and think to yourself “this is it... this is how I die”. After saying that quick prayer you probably start thinking that you really should have written that Will after all.
Believe it or not many people do not have a Will. I have written Wills for countless people of all ages that come to me almost apologizing for it or feeling guilty for not having done one before. Let me be clear on one very important thing – I am not judging you. I am actually very proud and happy that you are here now getting it done. That’s all that matters to me.
So if this sounds like you then lets get it done! Here is a rundown on what you need to know and to expect.
What do I need drafted to be protected:
You need a Will, an Enduring Power of Attorney and a Personal Directive.
What is a Will:
A Will is essentially the instruction manual you leave behind that will instruct your Executor on how to dispose of your estate assets.
What is an Enduring Power of Attorney:
An Enduring Power of Attorney is a document that appoints someone to take care of all your financial affairs in the event you are ever mentally incapacitated.
What is a Personal Directive:
A Personal Directive is a document that appoints someone to take care of all your health-related decisions in the event you are ever mentally incapacitated. More people think of it as that document where people get to “pull the plug”.
What is the actual process:
The process is simple and most often can be completed in only two appointments. First appointment is simply you sitting down with me to have a conversation. I will ask you questions and write down your answers. It's not a problem if you don’t know the answer as you can always email it to me later. I also don’t expect you to come in with any level of preparedness. We start at ground level and work our way up.
The second appointment is where we review and sign everything to make it all official.
Most people come away feeling much better that they have these documents in place (after all nothing makes you feel like an adult more than getting your Will done). Plus, the majority of my client’s state how painless the process was and in many cases surprised at how much fun they had doing it!