Overlooked Legal Documents You Need to File
Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about essential legal documents to have in place no matter your age, keeping them up to date, and describing oft-overlooked documents such as the HIPAA release and POLST form, Physicians Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.
Andrea says, “Earlier, I said estate planning is a little bit like a pyramid. At the very bottom of that pyramid are documents every single person should have. And two of those documents are the financial and healthcare power of attorney. But in addition to that, there are a few other documents that every adult should have. When my daughter became an adult, I drafted them for her because they’re the documents that allow your loved ones to take care of you when you’re alive but unable to care for yourself. And we hate to think about that time if that ever happens.
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Originally published March 11, 2024
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