It may be uncomfortable, but it is important to have conversations about certain important topics with those you will be relying upon to manage your affairs.
Whether it is a shoebox at the foot of your bed, in a safe deposit box, or at your attorney’s office/local Register of Wills through the Orphan’s Court, it is crucial your family and/or named agents no where they can find your last will & testament, health care directive, and/or power of attorney should they be needed.
You may not want to tell someone they will not be receiving an asset, that someone other than them will make your medical decisions if you are unable to, or you have made a decision they do not approve of, but in many cases being proactive is beneficial. If nothing else, these conversations allow for a thorough examination of your estate plan and determination if it meets your wishes and whether those involved can fulfill their assigned roles.
If an original will cannot be located it may be in the office of the attorney who prepared it, they may have filed it with the Register of Wills, and in the worst case they should have a copy made on the date of its signing, which if a petition and consent paperwork is filed, can be used for the probate process. The attorney who prepared the documents should also be able to clarify any seemingly ambiguous terms or questions loved ones may have.
Taking a smaller action now can almost always save a much larger effort later, for questions about making an estate plan, talking to your family about your decisions, or any other Elder Law matter, contact Abraham & Bauer today.
Mr. Abraham is an experienced attorney and founding member of the Law Firm of Abraham & Bauer. The Towson, MD office of the firm concentrates its practice in Estate Planning, Elder Law, Probate, Medical Assistance (Medicaid), Guardianship, Asset Preservation and Fiduciary Representation.
He is an active member in a number of professional organizations that focus on law, the senior community, and estate planning. He works with clients in Central Maryland, especially in Towson, Hunt Valley, Lutherville/Timonium, Parkville, White Marsh, Bel Air & Northern Baltimore City.
Schedule a consultation to help you and your loved ones.