I am frequently asked where to obtain Estate Planning Documents. The most common sources are Internet documents, some facility Social Workers, and Attorneys.
If needed I can:
– Connect you to a Pennsylvania Licensed Attorney to discuss your situation
– Inform and educate you generally about Estate Planning documents
– Check documents for appropriate notarial language
The most common documents I notarize:
– Healthcare Powers of Attorney and Living Will
– Financial Powers of Attorney (aka Durable General Power of Attorney)
– Last Will and Testament
– Living Trusts for people who own real property like a home
Information you will want to have at hand when preparing these documents:
– Legal name and address of the person for whom the documents are being prepared
– Names of spouse(s), children and beneficiaries if available
– Agent and Alternate Agents’ legal name(s) and addresses for POA’s
– Executor and alternate legal name(s) and addresses
– General idea of the medical measures you want taken in declining health