Orlando Estate Planning Attorney Breaks Down the List of Documents Required in Addition to a Will

Each person, whether they’re 18, or 108, needs documents that we call Advanced Directives. These are documents that give people the ability to make legal and financial decisions on your behalf while you’re still alive.

Why would you want this? Well, if you’re in a car accident, you have a medical emergency, something happens and you can’t make decisions for yourself. If you don’t have these documents in place, your loved ones will have to go through a lengthy and expensive court proceeding called guardianship to be able to make decisions for you.

These advanced directives are comprised of a power of attorney, which is for legal and financial decisions, designation of a healthcare surrogate, which is for medical decisions, and a living will, which is instructions to your healthcare surrogate as to whether or not you’d want to be on artificial life support. There’s a few other ancillary documents as well, but those are the big three. Everybody needs those documents if you’re above the age of majority

The Heirloom Journey – Estate Planning & Long-term Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

The Heirloom Journey – Estate Planning and Longterm Care Insights

Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.

During this special event, you’ll discover:

  • How to create an estate plan that truly protects your family
  • The impact long-term care can have on your finances and how to prepare
  • Practical guidance from a seasoned elder law attorney who’s helped countless families just like yours

Planning with Purpose – Estate & Medicaid Planning Simplified

Join us for a helpful and engaging session where we’ll walk you through the most important steps in protecting your future and your family. This event will focus on key topics in estate planning and Medicaid strategies for long-term care—two critical areas that can significantly impact your quality of life, financial security, and peace of mind.

Whether you’re beginning the planning process or looking to update existing documents, you’ll gain valuable insights into how to safeguard your assets, qualify for important benefits, and ensure your wishes are honored for years to come. Our team will be here to guide you every step of the way, making complex topics easier to understand and apply.

Heirloom Journey Appointment

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By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.