Summer Vacation Planning and Your Estate Documents

Summer, especially in Florida, is a great time to leave the heat and humidity behind and travel to places with cooler weather. Before traveling, it is important to make sure your estate planning documents are properly prepared and accessible.

Key Recommendations

Documents to Share Before Traveling

• Send copies of your health care surrogate and living will to your surrogates and backup surrogates
• Ensure surrogates have documents in case of injury while traveling
• Make sure trusted contacts know where to find your important documents

Documents to Keep Secure

• Do not send copies of power of attorney, will, or trust documents widely
• Let your power of attorney know document location, but do not send a copy
• Wills and trusts are sensitive documents and should not be freely distributed

Why This Matters

If you are in an accident while traveling, you want to make sure the right people have access to the right documents to make medical decisions on your behalf. However, you also want to protect sensitive financial and estate documents from unnecessary exposure.

Before You Leave

Take time to review your estate planning documents and ensure they are up to date. Make sure your designated surrogates and agents know their roles and have access to the documents they need in case of emergency.

Need to update your estate planning documents before your next trip? Schedule an appointment today for further information.

Related Services

Our experienced attorneys can help you with:

• Estate Planning Services
• Advance Directives Services
• Wills & Trusts Services

Contact us today for a free consultation to discuss your estate planning needs.