How to Get Your House in Order

Written by: Dennis Pearce Kelly

San Marcos, CA | Avvo Rating: 7.9 | Client Reviews (3)

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1. Do a Durable Power of Attorney for Financial Decisions (to cover you, if you get really sick); 2. Do an Advanced Health Care Directive, for the same reason; and 3. Do either a Will or a Living Trust to provide for the smooth transfer of your assets to your beneficiaries upon your death.

Should I use a Lawyer of use Self-help Resources?

While your budget may dictate using self-help resources, consider availing yourself of a free consultation with an Estate Planning attorney first, as most offer it. In the final analysis, however, you do get what you pay for in the Estate Planning area. Quite regularly I see clients who have defective self-help documents.