Before You Head Out on the Road This Summer, Update Your Estate Plan

estate planning updateSummer and travel time are fast approaching. That means many people will be on the road traveling to their favorite vacation spot. But how many of them will even think about checking their estate plan to make sure everything is up to date and correct? Perhaps you don’t have an estate plan. Now is the perfect time to get in touch with the estate planning Anaheim CA Katje Law Group.

Ensure your estate plan is updated by checking the following:

Beneficiary designations — make sure you have completed and submitted these forms to the various holders of your retirement accounts and insurance companies. Did you, in error, designate a minor child as a beneficiary? The Anaheim CA estate planning Katje Law Group can help you complete this designation correctly.

Financial/Medical Designations – Have you drawn up an advanced medical directive, durable power of attorney, and HIPAA release in the event of your incapacitation? Where are they? Before leaving on vacation, make a copy of these documents and provide a copy to your designated agents. You know then the appropriate parties will be informed. If you haven’t completed these necessary documents, contact the Anaheim estate planning Katje Law Group to help you with the preparation.

Organize documents — if you are leaving on vacation but not taking minor children, make sure that whoever is caring for them knows where to find your estate plan. Provide them with a copy of the temporary guardianship appointment; make sure they have all needed itineraries, phone numbers of hotels, travel arrangements, etc.

It would be best if you didn’t leave on vacation before you have all the above steps in place. You want to ensure that your wishes will be carried out if the unthinkable happens. Contact the estate planning Anaheim Katje Law Group to help get your affairs in order prior to taking your summer vacation. Don’t leave things to chance — make sure everything is as it should be for the security of your loved ones.

Contact Katje Law Group today at 714-400-2970 or info@katjelawgroup.com