Required

Know What the Documents in Your Estate Plan Do, Elder Law Attorney, Woodstock, GA

It is not enough to just get an estate plan. If you do not know what all of the documents in your plan are for and what you are supposed to do with them, then your estate plan is unlikely to be very effective.

Unfortunately, when many people consult an estate planning attorney, they tell the attorney what they want. The attorney then drafts an estate plan that includes various documents. When people go back to the attorney’s office to sign the documents they are asked if they understand the documents and if they have any questions. For whatever reason, many people decline this opportunity to ask questions of their attorneys. Consequently, they sign their estate planning documents without knowing exactly what they are signing. This is truly unfortunate.

This problem was highlighted in a recent NWI Times question and answer column titled Estate Planning: Why have a power of attorney.”

Someone wrote in to say he had a power of attorney, but did not know what it was or what to do with it. If you, too, need to know the answers to those questions, then the original article gives a clear and concise answer.

Nevertheless, the bigger issue isn’t just not knowing how and when to use a power of attorney. Here is the problem this reveals: people failing to ask questions of their estate planning attorneys.

You should never sign legal documents without knowing what they are, of course. When it comes to estate plans, your attorney is there to answer your questions and explain things to you.

Your attorney wants you to ask questions, so that he or she can make sure your estate plan will work as you intended. Do not pass up this opportunity.

Reference: NWI Times (September 20, 2014) Estate Planning: Why have a power of attorney

Hear From Our Clients
tes-prev
tes-next

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce

Josh Nelson, and his staff, have been amazingly helpful to our family. The ins and outs of nursing homes, the rules and regulations that govern Medicare and Medicaid are daunting and the folks at Nelson Elder Care Law have been informative, responsive, and above all, empathetic. I cannot emphasize enough how their service has taken a weight off of our shoulders especially during a world pandemic that has targeted nursing homes across our country. I highly recommend retaining Josh and his firm!

- Marcia

I had a simple legal question to them that I needed answered and they very helpful in giving me the information I needed. I highly recommend them and will reach out to them if I need more advice or assistance. Thank you for taking your time to just answer a couple of questions I had!

- Ben