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Planning

Prepare your personal plans and documents

Call to schedule

Will and estate

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Prepare your will to make sure your affairs and assets are managed when the time comes. Determine how your affairs will be managed, assets distributed, and minor children cared for.

Power of attorney

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Appoint someone you trust with a power of attorney to make financial and legal decisions on your behalf. Make sure that important decisions and actions can happen when you’re unavailable or unable.

Health representation

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Prepare a health representation agreement to appoint someone you trust to carry out your health and care wishes. Know that your medical, personal care, and end of life wishes are known when you’re unable to make or communicate decisions.

Planning for couples

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Prepare your personal planning documents together. Know that your affairs, legal, and health decisions will be managed with your shared interests in mind.