Contact Us For A Consultation
302-644-7181 Lewes
302-697-4900 Camden

What estate planning documents should every adult have?

Whether a Delaware resident is 18 or 80, making arrangements for death or incapacitation is crucial. It is not only older people or those with families who benefit from estate planning. No one knows what will happen in the future, and news headlines filled with young people who lost their lives or suffered critical injuries can attest to that fact.

Every adult should have five documents at a minimum. The first is, of course, a last will and testament. A Delaware resident might not think that he or she has anything worth passing on, but the disposition of any property occurs after a death. If an individual wants to retain the power to give possessions to a specific person or people, a will is necessary. Anyone with a child also needs a will since a guardian can be appointed in it.

The next document is a durable power of attorney that allows a trusted person to handle financial affairs if an individual is unable to do so because of an illness or injury. Thereafter, a living will provides instructions regarding end-of-life medical treatments, and a health care proxy appoints someone to carry out those wishes and make any other health care decisions not covered by the living will. A HIPAA release is also necessary to ensure that the health care proxy can have access to medical information needed in order to make those important decisions.

These five documents provide adequate coverage with respect to an individual who dies or becomes incapacitated. Additional estate planning may be needed, depending on the circumstances. In order to be sure that all of the bases are covered and to be sure that the documents comply with current law, it would be a good idea to consult an attorney for help.

Source: mytwintiers.com, "Money Smart Week: The Five Documents You Need When Estate", Michelle Ross, April 24, 2017

No Comments

Leave a comment
Comment Information

What Our Clients Say About Us…

My wife and I would like to take this opportunity to highly recommend the legal practice of Bonnie Benson and her very professional staff… Bonnie and her staff are organized, engaged in the client's case and they communicate effectively.

Read More
Latest Blogs
Get The Help Now

Need Answers Now? Contact Us Immediately

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

your success. our commitment. elder counsel excellence in elder law  and special needs state bar delaware association

Camden Office
306 East Camden Wyoming Avenue
Camden, DE 19934

Phone: 302-697-4900
Fax: 302-697-4901
Camden Law Office Map

Lewes Office
33718 B Wescoats Road
Lewes, DE 19958

Phone: 302-644-7181
Fax: 302-644-7182
Lewes Law Office Map

We Accept visa mastercard discover network
Review Us