3 Legal Documents You Shouldn’t Leave For Summer Vacation Without

Summer is here—and whether you’re packing up for a beach trip, heading out of state to visit family, or finally taking that international getaway, it’s important to make sure your legal plans are just as buttoned-up as your travel plans.

At Nelson Elder Care Law, we see firsthand how unexpected situations—medical emergencies, travel delays, or even accidents—can quickly become complicated when the right documents aren’t in place. Here are the three most important legal steps you should take before you leave town this summer to protect yourself and your loved ones.

1. Set Up a Power of Attorney and Advance Healthcare Directive

Imagine you’re out of the country and something happens—an illness, an injury, or even just a missed flight. Who can handle your finances, speak to your doctor, or make decisions for you?

A Power of Attorney gives a trusted person the ability to manage financial matters on your behalf if you’re unavailable or incapacitated. An Advance Directive for Healthcare lets you name someone to make medical decisions if you can’t speak for yourself—and lays out your preferences for care.

Without these, your family may need to go through court just to step in. These documents are simple to set up and make all the difference in an emergency.

2. Review (or Create) Your Will or Trust

Many people put off creating a Will or Trust because they don’t plan to use it anytime soon. But travel is one of those times where it’s smart to make sure your wishes are in order just in case. If you already have a plan, check that it’s still current. Do your beneficiaries reflect your present-day relationships? Have you had any major life changes?

If you don’t have a Will or Trust yet, vacation season is the perfect time to get it done. You’ll travel with confidence knowing your assets—and your loved ones—are protected.

3. Share the Plan with Someone You Trust

Legal documents don’t help much if no one knows they exist or can’t find them. Before you leave, let a trusted friend or family member know:

  • Where your Power of Attorney and Advance Directive are located

  • Who your healthcare and financial agents are

  • Who to call at your attorney’s office if something happens

It’s also smart to keep a travel folder or secure digital file with copies of your ID, insurance card, and legal directives in case of an emergency.

Peace of Mind Makes for a Better Vacation

Taking these three steps might not feel like part of the vacation planning process—but they can be the most important part. At Nelson Elder Care Law, we make it easy to get your essential documents in order with guidance you can trust.

Whether you’re traveling near or far, a little preparation now means fewer worries later—and more time to enjoy the memories you’re making.

Need help getting legally ready to travel? Give our office a call today. We’ll help you get everything in place, so you can focus on what matters most: your family.

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