essential documents you need

Whether you are 18 or 88, there are decision-making documents you  should have in place to allow someone
to step-in to help you in an emergency situation or assist, when needed.
The world is getting more complicated.
Clear documentation is needed to identify the person or persons who can act on your behalf and with what authority.

-- Learn more about Essential Documents by downloading the 5 & 5 Planning Document --

  • Healthcare Documents
    Healthcare Representative Appointment to allow the person you want to speak for you in medical emergencies to act. A HIPAA Authorization to allow a person(s) to speak with medical providers is part of this document.

    Living Will to address your end-of-life decisions to make your wishes clear and alleviate leaving that decision to someone else. 
  • Financial Decision-making
    A General Durable Power of Attorney allows your chosen "agent" to assist you with banking, property, financial assets, and planning when you need it. 

To order your, attorney-reviewed decision-making documents ready to execute, click below.
You'll have the option to purchase your own Essential Documents Package if you choose to do so.
Entering your information and visiting the information page is purely educational, with no obligation to purchase anything.
We hope that it provides you the information to allow you to make better decisions for yourself and your needs.
Click the title to start the process:

Order an individual Healthcare Representative Appointment with HIPAA Waiver and Living Will, attorney reviewed and ready to be executed.
If you need a Notary, to come to you or can use Remote Notarial services, we can work with you for that.

$200

Order an individual General Attorney Durable Power of Attorney, attorney reviewed and ready to be executed.

If you need a Notary, to come to you or can use Remote Notarial services, we can work with you for that.

$150

You can order a package that includes a Healthcare Representative Appointment with HIPAA Waiver, Living Will, and General Attorney Durable Power of Attorney to make sure you have what you need, when you need it.

$300

Most people don’t know an 18 year old know that it is important that someone have authority to act or access to information. Parents no longer have a legal right to health, financial, and education information.

$150

The information provided is for educational purposes only. It should not be deemed as stand-alone, legal advice.
There may be elements and concepts which could be used in planning. However, such determination would need to be discussed with an attorney to see how it may or may not apply to your specific situation.