Critical Legal Documents All Adults Should Have
Of late, I’ve been a part of several conversations about loved ones being incapacitated, or having to make medical decisions for a partner, or family members disagreeing over what next medical steps to take for their mother. If legal documents that gave directives and permissions had been in place, that could have alleviated a lot of stress and suffering for all of those involved.
Recently, Bertsch & Boze (an estate planning attorney’s office that I’ve worked with) shared very helpful information about what these critical legal documents are.
Read their summary below about the legal documents or watch my video here:
“Who would talk to your doctors and ensure your medical wishes are followed? Who would pay your bills, manage your finances, and take care of your day-to-day responsibilities? Without proper legal documents in place, your loved ones could be forced to go to court just to get the authority to act on your behalf. This process can be time-consuming, expensive, and emotionally draining—especially during an already difficult time.
Here are the essential legal documents every adult should have:
- Last Will and Testament – Ensures your assets are distributed according to your wishes.
- Durable Power of Attorney – Authorizes someone you trust to manage your financial affairs.
- Medical Power of Attorney – Appoints someone to make medical decisions if you’re unable to.
- Medical Directive – Outlines your preferences for life-sustaining treatment.
- HIPAA Authorization – Gives permission for designated individuals to access your medical records.
- Appointment for Disposition of Remains – Ensures your final wishes are honored with dignity.
Don’t wait for a crisis to get prepared. Take the time now to secure peace of mind for yourself and those you care about.”
For ideas on how to store essential legal documents (and keep all of your documents organized), check out The Inefficiency Assassin: Time Management Tactics for Working Smarter, Not Longer.
