The Law Offices of Robert P. Bergman serves San Clemente and the surrounding Orange County communities, helping individuals and families organize their estate plans with clarity and attention to detail. Our firm prepares core estate planning documents such as revocable living trusts, last wills, financial powers of attorney, advance health care directives, and certification of trust forms. Whether you are establishing a pour-over will or arranging a retirement plan trust, we focus on practical solutions that reflect your goals. Call 408-528-2827 to discuss how to protect assets, plan for incapacity, and provide for loved ones with thoughtful legal documents tailored to California law.
Estate planning can seem overwhelming, but a clear approach makes it manageable and meaningful. We work with clients to identify priorities, including transferring assets to trusts, naming guardians for minor children, creating HIPAA authorizations, and preparing documents like irrevocable life insurance trusts or special needs trusts. Our process emphasizes communication, careful drafting, and compliance with California requirements so documents will function as intended when needed. For San Clemente residents seeking to secure financial and medical decision-making arrangements, we offer straightforward guidance and document preparation that aim to reduce uncertainty and protect family interests.
A comprehensive estate plan protects your wishes, safeguards family assets, and provides a roadmap for managing financial and health decisions if you become unable to act. Trusts and wills help avoid delays and confusion after a death, while documents like powers of attorney and advance health care directives preserve decision-making authority during incapacity. Proper planning can reduce estate administration time and minimize stress for surviving family members. For those with minor children, guardianship nominations and pour-over wills are essential components that ensure children are cared for according to your preferences. Thoughtful planning supports peace of mind and orderly transfer of assets to intended beneficiaries.
The Law Offices of Robert P. Bergman provides estate planning services with a hands-on approach designed to meet individual client needs. Serving California residents from San Jose to Orange County, the firm prepares a full range of estate planning instruments, including revocable living trusts, last wills, HIPAA authorizations, and trust modification petitions. Our attorneys focus on clear communication, careful document drafting, and practical problem solving so clients understand their options and next steps. By tailoring plans to family circumstances and financial objectives, the firm helps clients implement plans that work smoothly under California law and reflect personal priorities.
Estate planning involves creating legal documents that state how assets should be managed and distributed, and who will make financial and medical decisions if you cannot. Common tools include revocable living trusts to avoid probate, pour-over wills to transfer remaining assets into a trust, financial powers of attorney to handle finances during incapacity, and advance health care directives to communicate medical wishes. The process begins with a consultation to review assets, family circumstances, and goals. After documents are drafted and executed under California formalities, ongoing review keeps plans aligned with life changes, such as marriage, births, divorce, or changes in health.
An effective estate plan combines legal documents and practical steps, like titling assets properly and coordinating beneficiary designations for retirement accounts and insurance policies. Trusts often provide privacy and can streamline asset transfers; wills handle matters that trusts do not. Other specialized documents such as irrevocable life insurance trusts, special needs trusts, and Heggstad petitions address unique family circumstances. We emphasize education throughout the process so clients understand each document’s function, how to fund a trust, and the importance of selecting reliable trustees and agents to carry out their wishes when the time comes.
Estate planning uses a set of legal tools to manage property and personal decisions. A revocable living trust is a flexible document that holds assets during life and directs distribution at death, often avoiding probate. A last will and testament names guardians for minor children and provides directions for assets not held in a trust. A financial power of attorney authorizes someone to manage financial matters during incapacity, while an advance health care directive states medical preferences and appoints a health care agent. Understanding these instruments helps clients choose arrangements that match their goals and family dynamics under California law.
Building an effective estate plan typically includes inventorying assets, selecting fiduciaries, drafting documents, and funding trusts where appropriate. Identifying beneficiaries for retirement accounts and life insurance and ensuring titles and beneficiary designations align with the plan prevents unintended outcomes. The signing and witnessing process must follow California rules to ensure validity. After documents are executed, periodic reviews ensure the plan remains current as circumstances change. When necessary, trust modification petitions or Heggstad petitions can resolve issues that arise. Clear communication with family members and designated agents can reduce confusion during transitions.
This glossary highlights common estate planning terms used when creating trusts, wills, and related documents in California. Knowing these terms helps you make informed choices about which tools fit your family’s needs. You will encounter concepts such as revocable trust, pour-over will, certification of trust, and advanced directives. Familiarity with these ideas makes it easier to discuss asset titling, beneficiary designations, and guardianship nominations for minor children. Our goal is to demystify the language so you can participate actively in shaping a plan that protects both current well-being and the distribution of assets when appropriate.
A revocable living trust is a document that allows a person to place assets into a trust during life and retain control while alive, with instructions for distribution at death. Because the trust is revocable, the grantor can change or revoke it as circumstances evolve. Funding the trust through retitling assets and assigning property is an essential step to ensure the trust functions as intended. A certification of trust can be used to prove the trust’s existence without disclosing all terms. For many clients, this tool helps avoid probate and maintain privacy for estate distributions.
An advance health care directive documents your medical preferences and appoints a person to make health care decisions on your behalf if you cannot. This document can spell out treatment preferences, life-sustaining measures, and organ donation choices, and it works together with a HIPAA authorization to allow medical providers to share information with chosen agents. Clear directives reduce uncertainty for family members and medical professionals when urgent decisions arise. It is important to discuss your wishes with your appointed health care agent and to keep the directive accessible to health care providers.
A last will and testament specifies how certain assets should be distributed after death and names guardians for minor children. Wills can complement trusts by addressing property not placed in a trust and by formally appointing a personal representative to manage estate administration. In California, a properly executed will follows statutory requirements for witnesses and signatures. Pour-over wills are commonly used to transfer remaining assets into a trust upon death, ensuring the trust’s distribution plan applies to all assets. Regular review of a will ensures beneficiaries and guardianship nominations remain current with life changes.
A financial power of attorney authorizes a trusted person to manage bank accounts, pay bills, and handle transactions if you are unable to do so. This designation can be limited or broad depending on your preferences. Other related documents include HIPAA authorizations to permit medical information sharing and certification of trust documents to confirm trust terms when dealing with financial institutions. Choosing reliable agents and communicating your expectations ahead of time helps ensure smooth management of affairs during incapacity and minimizes disruptions for family members.
Deciding between a limited document package and a comprehensive estate plan depends on family dynamics, asset complexity, and long-term goals. Limited approaches may suit someone with minimal assets who primarily needs a will, a power of attorney, and an advance directive. Comprehensive plans add trust structures, asset coordination, and detailed beneficiary arrangements tailored to avoid probate and manage tax or special needs concerns. Each path has trade-offs regarding up-front cost, future flexibility, and administrative burden. Discussing options based on your situation helps determine which level of planning will best protect your interests and those of your beneficiaries.
A limited document approach can be suitable for individuals whose assets are modest, have straightforward ownership, and feature beneficiary designations that already reflect their wishes. If you own little real estate, have retirement accounts and life insurance with named beneficiaries, and have no need for trust administration, then a will plus a power of attorney and advance health care directive may meet your needs. This streamlined path reduces immediate costs and provides essential legal protections, while allowing room to expand the plan later if circumstances change or assets increase in complexity.
Limited estate planning may also be appropriate in transitional life stages, such as during early career years when assets and family responsibilities are still evolving. In these cases, establishing a basic will, a financial power of attorney, and an advance health care directive gives immediate safeguards without committing to trust administration. These documents provide decision-making authority and a fallback plan while preserving flexibility to adopt a more comprehensive trust-based strategy later. Regular review ensures the plan evolves in step with changes in family composition, assets, or personal goals.
Comprehensive estate plans that include a revocable living trust are often chosen by individuals who wish to avoid probate administration and keep the details of asset transfers private. Trust-based plans can streamline the transfer of real estate and other assets, reduce court involvement, and provide continuity in asset management during incapacity. For those with multiple properties, business interests, or blended family arrangements, trusts offer a structured method to specify distribution timing and conditions. Proper funding and clear trustee instructions are key to ensuring the trust delivers these practical benefits for beneficiaries.
A comprehensive plan becomes important when family circumstances involve minor children, beneficiaries with special needs, significant retirement accounts, or potential tax considerations. Tools such as special needs trusts, irrevocable life insurance trusts, and retirement plan trusts can be used to protect benefits and control distributions. In blended families, detailed trust provisions and careful beneficiary designations help avoid disputes. When complex issues are present, an integrated approach that coordinates trust documents, wills, and beneficiary forms offers a durable plan that anticipates foreseeable challenges and supports smoother administration for those left to carry out your wishes.
A full estate plan provides coordinated documents that work together to meet financial, medical, and family goals. By combining a revocable living trust with supporting instruments like pour-over wills, powers of attorney, and advance directives, the plan aims to reduce court involvement and provide continuity if incapacity occurs. Detailed trust provisions allow for staged distributions and asset protection strategies appropriate under California law. This cohesive approach can also clarify successor decision-makers and reduce friction among family members, helping ensure that your intentions are carried out efficiently and with minimal delay.
Comprehensive planning also addresses practical administration details that are often overlooked, such as coordinating beneficiary designations, titling real property correctly, and preparing certification of trust documents for financial institutions. Including specialized instruments for unique circumstances, like special needs trusts or pet trusts, allows you to provide for particular family members and dependents. Regular reviews of a comprehensive plan allow adjustments for life changes and help avoid unintended outcomes. Overall, this integrated method promotes clarity, reduces uncertainty, and helps preserve family relationships during difficult transitions.
One major benefit of a comprehensive plan is ensuring continuity of financial and medical decision-making if you cannot act for yourself. Financial powers of attorney and nominated trustees allow trusted individuals to manage accounts, pay bills, and maintain property without court intervention. Advance health care directives and HIPAA authorizations allow designated health care agents to obtain medical information and make treatment choices consistent with your wishes. Planning ahead helps family members respond more effectively during crises, reducing delays and the emotional burden that can arise when important decisions are required.
Comprehensive estate plans enable tailored protection for beneficiaries, including children, family members with disabilities, and pets. Documents such as special needs trusts provide for long-term care without interfering with public benefits, and irrevocable life insurance trusts can manage proceeds for tax and legacy purposes. Trusts can also set conditions for distributions or create staggered plans to support financial responsibility. By designing arrangements that reflect the needs and circumstances of your loved ones, a comprehensive plan helps ensure assets are used as intended and that heirs receive support aligned with your values.
Keep beneficiary designations for retirement accounts and life insurance up to date and consistent with your estate plan. Failure to review these designations can lead to assets passing outside your intended plan. After major life events like marriage, divorce, births, or deaths, confirm that named beneficiaries still reflect your wishes. Coordinating designations with trust and will provisions helps prevent conflicts and ensures that distributions occur in the way you expect under California law. Simple periodic reviews can prevent unintended outcomes and reduce administrative burdens for survivors.
Selecting the right people to serve as agents under powers of attorney and as trustees can make a significant difference in how smoothly affairs are managed. Choose individuals who are trustworthy, organized, and willing to carry out responsibilities. Consider naming successor agents in case the primary choice is unavailable. Communicate your preferences and provide accessible copies of documents to agents so they can act quickly if needed. Having thoughtful selections and clear instructions reduces confusion and supports efficient handling of financial and medical matters when it matters most.
Estate planning is not only about distribution of assets after death; it is also about protecting yourself during life. Documents like financial powers of attorney and advance health care directives ensure your financial and medical wishes are respected if you become incapacitated. Trusts and carefully coordinated beneficiary designations can reduce time and uncertainty for heirs, and guardianship nominations provide peace of mind regarding the care of minor children. For residents of San Clemente, planning helps manage local real estate interests, coordinate assets across state lines if needed, and preserve family harmony by making intentions clear.
In addition to personal protections, estate planning can reduce administrative complexity for loved ones after a death. Properly prepared trust documents and pour-over wills can direct property to intended beneficiaries while limiting court involvement. Specialized instruments, such as irrevocable life insurance trusts, can be used to manage proceeds and provide liquidity when needed. Planning also addresses nontraditional concerns like care for pets and the needs of beneficiaries with disabilities. Taking action now helps ensure decisions reflect your values and reduces burdens on family members during emotional times.
People seek estate planning for a variety of reasons, including marriage, the birth of children, acquiring real estate, changes in wealth, or concerns about incapacity. Life events such as divorce, remarriage, or the need to provide for a family member with special needs also trigger the need for updated plans. Business owners may need trusts or buy-sell arrangements to manage succession. Even without extensive assets, naming agents for health care and finances is important. Regularly revisiting plans ensures documents match current circumstances and reduces surprises for heirs and decision-makers.
The arrival of a child or the formation of a blended family creates an immediate need to consider guardianship nominations, beneficiary designations, and long-term financial care. Selecting guardians in a will and creating trust provisions for minors ensures children are provided for according to your wishes. Trust structures can manage distributions until children reach maturity and can protect assets from unintended use. Communicating with co-parents and family members about plans reduces uncertainty and helps implement arrangements that align with your values and the child’s future needs.
Buying real estate or accumulating substantial financial assets makes it important to evaluate how those holdings fit into an estate plan. Proper ownership titling, beneficiary designations, and trust funding prevent assets from becoming subject to probate and help preserve family continuity. Real estate can be deeded into a trust to simplify management and transfer at death. Reviewing plans after major purchases assures that the new assets are distributed according to your wishes and that appointed agents have the access needed to manage property during any period of incapacity.
A change in health status or the onset of a chronic condition often prompts the need to ensure financial and medical directives are in place. Advance health care directives and designated health care agents allow for clear expression of treatment preferences and selection of someone to communicate with medical providers. Financial powers of attorney permit trusted individuals to pay bills and manage property if you cannot. Preparing these documents early reduces the likelihood that family will face difficult legal hurdles during times of stress and makes transitions more manageable.
We assist San Clemente residents in preparing a full suite of estate planning documents, including revocable living trusts, last wills, financial powers of attorney, advance health care directives, pour-over wills, and certification of trust forms. We also prepare specialized plans such as special needs trusts, irrevocable life insurance trusts, retirement plan trusts, pet trusts, and Heggstad or trust modification petitions when circumstances require. Guardianship nominations are included for parents to designate caretakers for minor children. Our focus is on clear drafting and practical steps so documents will function when needed and give families confidence in their arrangements.
Clients choose our firm for careful attention to detail and practical guidance through the estate planning process. We help identify appropriate planning tools tailored to each family’s circumstances, whether the need is for basic directives or a trust-based plan. Our approach emphasizes listening to client goals, explaining how documents operate under California law, and drafting clear provisions that reflect personal wishes. By coordinating beneficiary designations, titling, and supporting documents, we aim to create plans that are reliable and straightforward to administer when the time comes.
We also assist with post-signature implementation such as funding trusts and preparing certification of trust forms for financial institutions. When unique issues arise, like modifying a trust or filing a Heggstad petition, we pursue practical solutions to address those circumstances. Our goal is to reduce administrative friction for family members and provide documents that promote continuity and clear decision-making. For San Clemente clients, we provide local attention and personalized service designed to align estate planning with personal and family priorities.
Beyond document preparation, we encourage periodic reviews to ensure plans remain current with life events, changes in California law, and evolving family dynamics. We help clients understand when updates are needed and provide options for adjustments such as trust modification petitions when appropriate. The result is a living plan that adapts to changing circumstances while maintaining clear instructions for fiduciaries and beneficiaries. Our practice aims to make estate planning a practical part of long-term financial and family planning rather than an uncertain or forgotten task.
Our process begins with an initial consultation to review assets, family goals, and any special circumstances such as disability planning or blended family concerns. We then recommend a document package tailored to your needs, prepare draft documents for review, and finalize them with properly witnessed signing to comply with California law. After execution, we assist with trust funding, beneficiary coordination, and providing certification of trust when needed. Periodic check-ins are encouraged so the plan remains current with life changes and continues to serve your family’s objectives.
The initial meeting focuses on understanding your family dynamics, assets, and planning objectives. We gather information about real estate holdings, retirement accounts, life insurance policies, and any special needs or care considerations. This phase identifies whether a revocable living trust, a will, or specialized instruments are the best fit. We discuss the roles of trustees, agents, and guardians to ensure selections align with your preferences. A clear understanding of current holdings and goals allows us to propose a plan that addresses both immediate and long-term needs.
During this discussion we explore desired outcomes for asset distribution, incapacity planning, and care for dependents. We explain the function of common documents such as trust agreements, pour-over wills, financial powers of attorney, and advance health care directives, and how they work together. We also review whether specialized trusts are appropriate for particular needs. Clear explanations help clients choose the combination of documents that best reflect their priorities while remaining compatible with California legal requirements.
We collect detailed information about accounts, titles, insurance policies, and other assets to ensure accurate drafting and proper trust funding. Beneficiary designations for retirement and life insurance policies are reviewed to confirm they align with the estate plan. Where real estate is involved, we consider whether deeds should be retitled in trust. Thorough information gathering reduces the need for later corrections and helps assure that the final documents accomplish the intended results for asset transfer and administration.
After gathering information and agreeing on a plan, we prepare draft documents for client review. Drafts typically include trusts, wills, powers of attorney, advance directives, and any specialized trust instruments. We review each document with clients, answer questions about practical implications, and adjust provisions to reflect their preferences. This collaborative review helps prevent misunderstandings and ensures that documents are tailored to family circumstances. Once satisfied, clients proceed to execution with appropriate witnesses and notarization where required under California law.
Drafting balances legal formality with clear language that reflects client intent. We prepare documents and present them in a manner that highlights key decisions, such as trustee powers, distribution timing, and agent authority. Clients are encouraged to review drafts carefully and raise any questions. Adjustments are made to ensure the plan matches expectations. The review process also addresses practical matters like successor appointment order and contingency provisions, which can prevent disputes and provide smoother administration down the line.
When final drafts are approved, we schedule execution with the required signatures and witness acknowledgement to meet California formalities. For trusts, we discuss steps needed to fund the trust and prepare a certification of trust for institutions. We provide clients with guidance on storing originals and distributing copies to agents and trustees as appropriate. Clear execution steps and proper documentation help ensure the plan is legally effective and ready for implementation when necessary.
The final step focuses on implementing the plan, including funding trusts, updating titles, and coordinating beneficiary designations with financial institutions. We provide instructions for agents and trustees and assist with preparing certification of trust documents. Ongoing review recommendations help clients schedule periodic updates after life events or changes in law. Estate planning is a process rather than a one-time event, and staying current helps preserve the plan’s intended effects and ensures that appointed agents can act effectively when their authority is needed.
Funding the trust involves transferring ownership of accounts and property into the trust name, updating deeds, and coordinating with banks and brokers. A funding checklist helps ensure no assets are overlooked. For accounts that cannot be retitled, beneficiary designations should be aligned with the trust or estate plan. We assist clients with the practical steps necessary to complete funding and provide certification of trust to institutions to prove the trust’s authority without exposing full trust terms.
Regular reviews ensure the estate plan adapts to births, deaths, marriages, divorces, asset changes, and updates in the law. We recommend scheduled check-ins to update documents and make necessary modifications, such as trust modification petitions when circumstances warrant. Periodic maintenance keeps beneficiary designations current and verifies that trustees and agents remain appropriate choices. Proactive adjustments reduce the risk of disputes and help maintain a plan that reflects changing family and financial situations.
A revocable living trust is a document that holds title to assets during your lifetime and provides instructions for distribution at death, often avoiding probate court proceedings. The trust can be changed or revoked while you are able, and it typically includes provisions for management of assets if you become incapacitated. A last will and testament, by contrast, takes effect upon death and must go through the probate process to transfer assets. Wills are essential for naming guardians for minor children and for distributing assets not held in a trust. Together, trusts and wills can coordinate to ensure comprehensive coverage of property and guardianship matters. Choosing between or combining a trust and a will depends on asset complexity, privacy concerns, and family goals. Trusts often offer privacy and probate avoidance, which can simplify asset transfers and reduce court involvement, while wills provide a backstop for assets not placed in a trust and formally name a personal representative for probate. During planning, review titles and beneficiary designations to ensure the documents function as intended. A coordinated approach typically provides clearer outcomes and reduces administrative burdens for survivors.
Yes. A financial power of attorney names a person to manage financial matters on your behalf if you are incapacitated, allowing bills to be paid, accounts managed, and property maintained without court intervention. An advance health care directive names a health care agent to make medical decisions and records your treatment preferences in the event you cannot communicate them. Both documents are central to incapacity planning because they designate who can act and provide clear authority for necessary transactions or medical choices. Without these documents, family members may face court procedures to obtain decision-making authority, which can be time consuming and costly. Preparing powers of attorney and advance directives in advance gives you control over who will act and how decisions should be made. Reviewing these documents periodically and discussing your wishes with the chosen agents helps ensure they can carry out responsibilities confidently when needed.
Funding a trust requires transferring ownership of assets into the trust name, which may include retitling real estate deeds, changing account ownership at financial institutions, and assigning personal property to the trust. Some items, like retirement accounts, are handled through beneficiary designations that should be coordinated with the trust. Proper funding is critical because assets left outside the trust may still be subject to probate, undermining the trust’s intended benefits. A practical funding checklist can help identify which assets need retitling and which require beneficiary updates. Working through each account with your attorney and financial institutions ensures the trust holds the intended property. Completing these steps after execution makes the trust operational and reduces the likelihood of assets being overlooked during administration.
You should review your estate plan after major life events such as marriage, divorce, the birth or adoption of children, the acquisition or sale of significant assets, or the death of a beneficiary or fiduciary. Changes in health status or relocation to another state can also affect how documents should be structured. Regular checks every few years are recommended to confirm that beneficiary designations, asset titling, and document provisions remain aligned with current goals and legal developments. In addition to life events, changes in law or court decisions may require plan updates to ensure documents remain effective and enforceable. Scheduling periodic reviews with your attorney helps identify needed adjustments, such as trust modification petitions or updates to powers of attorney and advance directives, to maintain a plan that reflects your evolving circumstances.
Yes, many trusts are drafted to allow modification or revocation by the grantor while they are able. Revocable living trusts commonly include provisions for amendment and revocation to accommodate changing needs. If circumstances change substantially, modification may be straightforward. In some cases, however, changes may require more formal procedures or the agreement of successors, depending on the trust terms and whether beneficiaries’ rights are affected. When a trust cannot be modified easily or when beneficiaries object to changes, court petitions may be necessary to resolve disputes or to secure approval for certain modifications. Working with counsel to prepare clear amendment procedures and to document the reasons for changes can reduce the likelihood of conflict and help ensure that any adjustments preserve the integrity of the overall estate plan.
Special needs trusts are designed to provide support for beneficiaries who receive public benefits without disqualifying them from needed programs. These trusts hold assets for supplemental needs such as medical care, therapy, or education while preserving eligibility for Medi-Cal or other government assistance. Properly drafted special needs trusts must be carefully funded and managed so distributions supplement rather than replace benefits that the beneficiary receives. Selecting an appropriate trustee and providing clear guidelines for permissible uses of trust funds are important for maintaining benefits eligibility. Periodic oversight and coordination with benefit advisors help ensure the trust’s distributions support the beneficiary’s quality of life while preserving access to public benefits over the long term.
A certification of trust is a condensed document that summarizes key provisions of a trust without disclosing the full trust terms. Financial institutions and title companies often accept a certification to verify the existence of the trust and the authority of the trustee to act on behalf of the trust. This tool protects privacy by limiting disclosure of trust details while enabling transactions such as account changes or property transfers. Providing a certification of trust along with any required identification and notarization can simplify institutional processes and reduce requests for full document review. Preparing an up-to-date certification after executing or amending a trust helps trustees demonstrate authority when interacting with banks, brokerage firms, and other entities during trust administration.
Guardianship nominations are typically made within a last will and testament to identify preferred caretakers for minor children in the event both parents are unavailable. Naming guardians provides guidance to courts and family members about your preferences, although the court will ultimately approve a guardian based on the child’s best interests. It is important to discuss your wishes with the proposed guardians to confirm their willingness and ability to assume care if necessary. In addition to naming primary guardians, naming successor guardians and outlining any special considerations in the will can help the court make decisions that align with your intent. Regularly reviewing nominations ensures they remain appropriate as children grow and family circumstances change, providing greater certainty for the child’s future care.
If you die without a will or trust in California, state law determines how your assets will be distributed through intestate succession. Generally, assets pass to closest relatives such as a surviving spouse, children, or parents according to a statutory formula. This default distribution may not reflect your personal wishes and may overlook nontraditional relationships or intended charitable gifts. Additionally, without a will, no guardian will be named for minor children, and the court will appoint an administrator to handle estate matters. Dying intestate can lead to delays, added court involvement, and potential disputes among relatives. For families with blended relationships, unmarried partners, or specific legacy goals, having a will or trust ensures that your property and guardianship choices are carried out according to your intentions rather than a fixed statutory scheme.
To ensure your medical wishes are honored, prepare an advance health care directive that clearly states your treatment preferences and names a health care agent to make decisions if you cannot. Provide a HIPAA authorization so medical providers can share information with your designated agent. Discuss your wishes with family members and the person you appoint so they understand your values and are prepared to act when necessary. Keep signed copies of your directive with your medical records and give copies to your agent and health care providers. Reviewing the directive after major health changes and carrying a summary in a medical wallet card or medical file can make it easier for providers to locate and follow your instructions during urgent or emergency situations.
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