Useful information for understanding your Last Will and Testament, Enduring Power of Attorney, Personal Directive.

We suggest that you keep a copy of your Will, original Enduring Power of Attorney and original Personal Directive.  Make sure it is available for you to review from time to time to make sure that they represent your current wishes.  Should you decide to deliver the Enduring Power of Attorney and Personal Directive to your attorney/agent be sure to retrieve such originals if you change or amend them in the future.

While it is important to have an estate plan in place, it is equally as important to consider re-visiting your estate plan to ensure it is current. The following list will help you think about your estate plan.

Download this form to help you gather necessary information to complete your own Personal Document Portfolio.  

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Try to complete this ahead of your initial appointment as it will:

1) make you think about your estate plan; and

2) will allow you to make the most of your first meeting with the lawyer.