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These can be difficult decisions for anyone to make (even in the best of times) but there are four foundational legal documents (a living will, a healthcare proxy, a power of attorney, and a will and or trust) that we all must have.

Power of Attorney (POA)

Appoint someone to make financial, legal, and business decisions for you if you cannot.  The POA becomes null and void at your death.

Health Care Directive

A Living Will is a document that you use to indicate your medical wishes in the event you are incapacitated or cannot consent to your health care treatment.  A Health Care Directive is also known as:

  • Advance Directive

  • Living Will Form 

  • Advance Health Care Directive

  • Advance Medical Directive

  • Living Will

  • Advance Decision Form

Promisory Note

A Promissory Note, sometimes referred to as a Note Payable, is a legal instrument, in which one party promises in writing to pay a determinate sum of money to the other, either at a fixed or determinable future time or on demand of the payee, under specific terms and conditions.

Last Will and Testament

Specify how your assets and property will be distributed after your death.

Bill of Sale

The Bill of Sale explains the agreement made during the ownership transfer of a piece of property.  It also acts as proof of the sale for both the seller and the buyer.  Generally, the seller drafts the bill of sale.

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