As part of the First Step Planning process, we will help to identify any additional estate planning issues and conduct a review of your insurance, investment, disability, and retirement plans. If needed, we will guide you to appropriate professionals for further assistance.
Indicates how your personal effects and other probate assets are to be distributed at death:
Appoints an individual to handle your financial affairs if you become disabled/incapacitated.
Appoints an individual to make your healthcare decisions if you become disabled or otherwise incapacitated.
Authorizes release of information by your healthcare providers in accordance with the Health Insurance Portability and Accountability Act.
Instructs your physicians with regard to life-prolonging measures and medical treatment when you are in an irreversible state and death is imminent.