Resources
Estate Planning Checklist Form - designed to facilitate our first meeting- estate_plan_checklist_couples_2_rev_051717.pdf
Information Summary Form - for YOUR use in organizing information - no need to complete for our first meeting - Download PDF.
Digital assets inventory - for YOUR use in compiling a list of your user IDs and Passwords - digital_assets_inventory.pdf
Informational guide to Virginia probate created by the Virginia State Bar Association - guide_to_the_administration_of_decedents_estates_in_virginia_-_the_virginia_bar_association.pdf
The Virginia State Bar Association and the Virginia Hospital and Healthcare Association provides excellent information and sample advance directive forms on their websites. You will find several Virginia Advance Medical Directive forms for various needs. If you do not find a form that suits you, I will work with to customize an Advance Medical Directive to meet your needs for end of life decision-making to align your advance medical directives more closely with your own objectives. Learn more. See also www.virginiaadvancedirectives.org - this site contains a plethora of information on advance directives and end of life decision-making and includes links to the state database where you can file your completed advance directive forms for easy retrieval by health care providers.
The Virginia Department of Health now hosts a document registry site where you can register your Advance Directives, Organ Donation wishes, financial Powers of Attorney and other documents for easy access in the event of your illness or incapacity. www.connectvirginia.org
Other options for end of life decision making are the forms found at www.fivewishes.org
Virginia Department for the Aging web site includes a wide array of information. Learn more.
Social Security benefits in a clear and understandable format. Learn more.
Information Summary Form - for YOUR use in organizing information - no need to complete for our first meeting - Download PDF.
Digital assets inventory - for YOUR use in compiling a list of your user IDs and Passwords - digital_assets_inventory.pdf
Informational guide to Virginia probate created by the Virginia State Bar Association - guide_to_the_administration_of_decedents_estates_in_virginia_-_the_virginia_bar_association.pdf
The Virginia State Bar Association and the Virginia Hospital and Healthcare Association provides excellent information and sample advance directive forms on their websites. You will find several Virginia Advance Medical Directive forms for various needs. If you do not find a form that suits you, I will work with to customize an Advance Medical Directive to meet your needs for end of life decision-making to align your advance medical directives more closely with your own objectives. Learn more. See also www.virginiaadvancedirectives.org - this site contains a plethora of information on advance directives and end of life decision-making and includes links to the state database where you can file your completed advance directive forms for easy retrieval by health care providers.
The Virginia Department of Health now hosts a document registry site where you can register your Advance Directives, Organ Donation wishes, financial Powers of Attorney and other documents for easy access in the event of your illness or incapacity. www.connectvirginia.org
Other options for end of life decision making are the forms found at www.fivewishes.org
Virginia Department for the Aging web site includes a wide array of information. Learn more.
Social Security benefits in a clear and understandable format. Learn more.