Summer is a popular time for road trips and traveling. While you pack and prepare your house, consider double checking your estate plan before you go.
Check These 3 Things Before Traveling
- A Plan for Minors – if you have children under the age of 18, it is important to make sure you have proper documentation for temporary (vacation) guardians and long-term guardians. This is especially important if you will be traveling without them this summer.
- Healthcare POA/Incapacity Documents – unfortunately, accidents can still happen on vacation! Especially if driving is involved. You want to make sure documents like your healthcare power of attorney are up-to-date. It is also good to make sure your end-of-life wishes have been recorded. If you are an organ donor, you want to make that clear.
- Inform Someone of Your Plan – creating an effective plan can’t happen if the right people don’t know about the plan. Before traveling, make sure you’ve made your “helpers” aware of your plan. This includes potential guardians, healthcare POAs, and executors. Make sure they know where your documents are located. You also want them to be aware of any special instructions they’ll need to know (like if you’re an organ donor).
We always hope these things won’t be needed during a trip or vacation. However, if an unfortunate accident happens, it will be much easier on your loved ones if you’ve prepared and planned ahead.
Effective estate planning is an invaluable gift to the important people in your life. It will bring you peace of mind knowing you made a lot of the hard choices for them. Along with vacation memories, peace of mind is one of the invaluable things in life.
If you or a loved one are ready to take that step and get started planning, we encourage you to:
Getting started with planning can be hard! We make getting started a little easier.