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The Three Legal Documents Every Adult Needs


The Three Legal Documents Every Adult Needs

  1. A Will – to put someone in charge of your legal and financial affairs after your death and to tell them what you want done.

  2. A Medical Power of Attorney/Living Will – to give someone the ability to take care of your health decisions if you are unable to and to tell them what your wishes are.

  3. A General Power of Attorney – to give someone the ability to take care of your finances if you are unable to.

Last Will and Testament

Your last will and testament indicates:

  • who will manage your estate when you die (Executor)

  • who will and will not receive part of your estate (Heirs and Beneficiaries)

  • who will care for your minor children if both of their parents are deceased (Guardian)

  • who will manage any trust set up for your minor children (Trustee)

What if I DON’T have a will?

  • These important decisions will be determined by laws and the courts.

  • The process of managing your estate will likely take longer, be more complicated, and therefore be more expensive and more stressful for those you leave behind.

Medical Power of Attorney/Living Will

Medical Power of Attorney is the person or persons:

  • who will have the authority to make health decisions on your behalf if you are temporarily or permanently incapacitated

  • who will have access to your medical information and records if you are temporarily or permanently incapacitated

A Living Will is sometimes referred to as an Advanced Medical Directive

A Living Will instructs medical personnel what your wishes are regarding:

  • life support

  • the use of extraordinary efforts to save or preserve your life

General Power of Attorney

General Power of Attorney is the person or persons:

  • who will have the authority to make financial and legal decisions on your behalf if you are temporarily or permanently incapacitated including paying bills, buying, selling, and transferring property.

  • who will have access to your financial accounts if you are temporarily or permanently incapacitated


Power of Attorney document and judge's gavel

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