A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.
Power of Attorney Checklist
Are your agents outdated because of age, disability, or residence?
Is a minor now old enough to be your agent?
Update your Health Care Power of Attorney to include authority for your agent to access health care workers remotely and to visit you via Zoom or Facetime.
Health Care
Whether a trip to the hospital is sudden or planned, you will need a current Health Care Power of Attorney document. You will be asked for this legal document, and if you do not have one, you are required to sign something you do not understand while in the hospital, under stress, and with plenty of other things on your mind.
A Health Care POA appoints a person to make all health care decisions for you if you cannot do so. This person can access your medical records to accept or withdraw treatment, admit or discharge you from the hospital, and make decisions on life support. If you have arrived at the hospital unconscious, it is chaos with your family and medical personnel. This isn’t a situation you want to be in or one you want for your family.
Take a minute to review your existing Health Care POA and ensure your agent is correct and that the document is current. If you do not have one, now is the time to get one.
Financial
The law holds that no one, not even a spouse, can legally sign your name unless you have a valid Financial Power of Attorney...
