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  • Home
  • About
    • What is Elder Law?
    • Our Philosophy
    • Our Team
  • Practice Areas
    • Estate Planning
    • Wills and Trusts
    • Probate and Trust Administration
    • Incapacity Planning
    • Medicaid Long-Term Care Benefits
    • VA Aid and Attendance Benefits
  • Giving Back
  • Community Events
  • Latest News
  • Contact
    • Location, Directions & Parking
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  • On March 21, 2020
  • in Advance Directives, Estate Planning, Wills

Estate Planning Project At Home

Being homebound due to the coronavirus has many challenges. One potentially unexpected challenge is trying to figure out how to pass the time at home. One project that you may be interested in tackling is updating your estate plan.

Take advantage of the opportunity to first, find your existing estate planning documents (wills, trusts, durable powers of attorney, living wills and designations of health care surrogate). Second, review them and see if they still accurately express your wishes. Have your wishes for who would speak for you if you became incapacitated (durable power of attorney and designation of health care surrogate) changed? Has the person you want to be in charge of your will (personal representative or executor) or in charge of your trust (trustee) changed? Finally, do you need to update or change who you have named as your beneficiaries?

Another project is to make a list of your bank accounts, life insurance policies, IRA accounts and brokerage accounts etc. This list will be important if your durable power of attorney or your personal representative or trustee has to step in for you. Your life insurance policy isn’t going to help your beneficiaries if no one knows it exists or no one can find it in your filing system that only you understand.

Although you are at home, your attorney can still help you with your estate plan project. Many attorneys are still available to “meet” with you via telephone or even virtually through programs like Skype and Zoom to discuss your current estate plan and documents and the changes you may decide you wish to make to them. Just call their offices and set up these telephone or virtual appointments.

Having these telephone or virtual meetings with your attorney now will allow your attorney to begin updating your plan and your documents now so that when you are able to meet with your attorney in person again everything will be ready for you to sign.

In addition to helping you to pass the time, this “estate planning project at home” is an opportunity to use the time to take positive steps towards keeping your family safe.

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Edwards Elder Law - St Petersburg

Whether you are looking for guidance regarding an elder law issue for a family member or yourself, you can turn to Edwards Elder Law. We help people who have an immediate need for long-term care assistance, as well as people who want to start talking about their options for paying for long-term care assistance before they have this need.

Practice Areas
  • Estate Planning
  • Wills and Trusts
  • Probate and Trust Administration
  • Incapacity Planning
  • Medicaid Long-Term Care Benefits
  • VA Aid and Attendance Benefits
Contact Us

Edwards Elder Law, P.A.
St. Petersburg Elder Law Attorney
2510 1st Ave. N.
St. Petersburg, FL 33713
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(727) 209-8282

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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