Legal Document Consulting

A very important part of your long term care planning is having your paperwork in order.

Did you know by not putting your wishes in writing the court system may have to become involved in every aspect of your financial decisions and medical care?

Wouldn’t you rather be the person who makes those decisions? You can! There are documents that you can sign which name someone you trust to be YOU when you are no longer capable of acting on your own behalf.

We hear this all the time, “I’m not elderly yet, I don’t need these documents.” Or “I can take care of that later.”

Putting your wishes in writing is applicable to all adults age 18 or older. No one is guaranteed a tomorrow. No one is guaranteed a perfect life free from illness, accident, or terminal disease. The time for telling someone your wishes and putting those wishes in writing is NOW!

For example: One of our clients was a 23-year old recent college graduate who was in a severe car accident. We met with her parents shortly thereafter. She was in a coma and unable to express her wishes. Because she had not put her wishes in writing, her parents spent over $10,000.00 to have the court appoint them as her conservator and guardian to manage her finances and to make decisions regarding her health care. This could have been avoided had she taken the time to put her documents in place. She was young and probably believed that nothing like that would ever happen to her.

Carol Aragon-Montgomery is our Certified Legal Document Preparer and can prepare the legal documents listed in this website.*

Don’t wait until it’s too late.  You can make the decisions for yourself.

*The documents include: Financial Power of Attorney, Medical Power of Attorney, Mental Health Care Power of Attorney, Living Will, Pre-Hospital Medical Care Directive, Living Trusts, Last Will & Testaments, and Beneficiary Deed, HIPAA Waivers, Final Dispositions, Small Estate Affidavits, Special Needs Trusts, VA/Medicaid Planning Trust, Special Treatment Trusts, Trust Amendments, Codicil to Wills, Advanced Directive for Oral Feeding and Fluids in Case of Dementia.