5 Legal Documents Every Adult Needs

Dan can help you set up a comprehensive, solid estate plan to give you peace of mind.

1. A Living Will

This document is designed to serve as evidence of your desire to either continue or withhold life-sustaining medical treatment, including artificial or technologically supplied food and water, if you are unable to make informed treatment decisions when you are in a terminal condition or are in a permanently unconscious state.

2. A Durable Power Of Attorney for Healthcare

This document gives power to the person you designate to make most health care decisions for you if you lose the capacity to make informed health care decisions for yourself.  Effective only when you’re attending physician determines that you have lost the capacity to make these types of decisions personally.

3. A Durable Power Of Attorney for Finances

Through this document you appoint a person to act on your behalf regarding a variety of legal and financial matters such as banking, investing, real estate, tax returns, gifting, amending documents, signing your name, etc. It goes into effect when you have lost the capacity to make such decisions for yourself.

4. A Last Will and Testament

Through this document you appoint a person to pay your debts and expenses  and distribute your assets upon your death to those individuals or organizations you have chosen.

5. A Listing of Assets with Financial Information

This complete Financial Statement makes the probate or trust process much easier on all parties involved.

Call Dan now at (216) 200-2863 to get started on your estate plan.