How do you write a legal plan?

Answer 1

Assuming that this is referring to an individual person who wishes to get his or her affairs in order, or someone who is helping such a person and not a legal plan as offered by companies; some things to keep in mind are: Discuss the granting of a POA if the person is able to do so. If not the issues of guardianship and conservatorship must be addressed as to which may be needed and who is willing serve as the appointee. Consider the necessity of making a will, living will and a living trust, etc. Gather all important documents that are applicable, insurance policies, bank account information, deeds to property, tax statements, and so forth. Inventory the person's assets, real and personal property and debts. Research the state of residency's probate laws, creditor and debtor laws, those laws pertaining to marital property or jointly owned property if applicable or seek legal advise concerning the matter. When dealing with a person who has dementia it is very important to assess the person's legal capacity or incompetentcy before taking any action. The law addresses such issues on many different levels and therefore things such as POA may not be viewed as legal authorization. In addition, it is wise for all adults in a family to have arrangements made relating to their own death and that of an immediate family member, including children. It may seem macabre and even distasteful, but it is not an issue that should be avoided until it becomes a necessity. Making important decisions at a time of grief and stress can create even more difficulties later.