08/22/2026
August is National Make a Will Month.
Let me expound a bit on that, to suggest creating a complete Estate Plan, including a Revocable Trust, Pour Over Will, Durable Financial Power of Attorney, and Health Care Directive. Here’s why:
I have clients who came to us for such a plan, years ago. We prepared all these documents, at a time when they were healthy, competent, and completely capable of caring for themselves. Recently, their son contacted me and advised me that, attendant to their aging, they now required assisted living, unable to care for themselves any longer, in need of daily living assistance, including with their legal and financial affairs.
Fortunately because they had the foresight years earlier and prepared a complete Estate Plan, their son was able to assume the role of agent under their durable powers of attorney, and also as successor trustee under their trust. Their son now conducts their legal and financial affairs utilizing the documents created years ago.
Their foresight alleviated the need to petition a court to create a formal conservatorship, saving considerable money they will need for living. It also alleviated the need for formal court involvement and supervision in their lives.
This is a real life positive, practical outcome of having a complete and properly executed Estate Plan in place. The entire family was better served by this advance estate planning, saving considerable expense, and time, as well as preserving their privacy.
If you have questions about important estate planning documents like a trust or a power of attorney, and how important they can be, please call me (805) 431-2812 or email; [email protected] at any time for a no cost, no obligation consultation.
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