PBA Tip of the Day brought to you by James Carroll, III with Carroll Law Firm, PLC law firm (623) 551-9366.
Make sure that you review any estate planning documents that you may have had prepared to make sure that they are correct and that they are current. If you have elderly relatives that have advised you that you are a beneficiary of their estate plan or that they have designated you as their Power of Attorney or Personal Representative under their Will, make sure that you discuss with them where the documents are kept in the event you need to utilize them on their behalf. Unfortunately, too often a parent or other relative advises a beneficiary that they have made provision for them in a Will or Trust or have designated them as their Power of Attorney, yet when the person dies or there is a need to utilize the Power of Attorney, the documents cannot be located. Copies, especially if not executed, may not be legally sufficient. Most attorneys today do not retain the documents that they prepare nor are they usually filed with the Clerk or Recorder, therefore, knowing the location of and having access to the original documents can be of critical importance. If you have any questions, or are interested in setting up a consultation with one of our attorneys, please call the Carroll Law Firm today at 623-551-9366!
