#Estate planning intake checklist how to#
#Estate planning intake checklist code#

It is created and signed while the grantor (principal) has decisional capacity, and is often drafted alongside an Advance Directive, a document used to communicate a patient’s wishes with regard to the consent or refusal of medical treatments following incapacitation. Generally, an agent will be a close family member or friend that can accurately represent the patient’s wishes after they become incapacitated.ĭurable (Health Care) Power of Attorney – A Durable (Health Care) Power of Attorney provides a health care agent the authority to act on a patient’s behalf. The scope of the agent’s power can be defined with precision within the POA form. The instructions on this page should not replace sufficient legal counsel.Ī Health Care Agent, frequently referred to as a health care proxy or a health care attorney-in-fact, is an individual selected through a Durable Power of Attorney document to make health care decisions on behalf of the patient when the patient has been diagnosed by their acting physician as incapable of making health care decisions on their own. It should be noted that due to the importance of the below-mentioned documents, an attorney who specializes in estate law should be consulted prior to their execution.

#Estate planning intake checklist code#

Residents of Washington state can execute the below steps in accordance with the Washington Revised Code to prepare their estate for distribution and to elect attorneys-in-fact to represent their needs when a physician deems it necessary.

#Estate planning intake checklist how to#

To prepare for the loss of decisional capacity, that is, becoming mentally or physically incapacitated to such a degree that one cannot make their own decisions, it is not uncommon to execute a Durable (Health Care) Power of Attorney and a Durable (Financial) Power of Attorney How to Create an Estate Plan in Washington (6 steps) A Revocable Living Trust performs a similar function to a Will, but these two are often used in conjunction. It is generally accepted that a Last Will and Testament (‘Will’) is the most commonly used estate planning document, one which dictates how the testator’s estate will be distributed following their passing, among a number of other essential tasks to be completed by the estate manager, or executor. A Washington estate planning checklist is a set of instructions on how one might approach planning their estate and medical preferences for the end of their life.