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Will, POA & Healthcare Documents
Focused Member Brief
Money & Protection

Will, POA & Healthcare Documents

Review legal documents that may still reflect your former relationship.

Your action sequence

Start here

Do these in order. Stop when the situation changes enough that the next step no longer fits.

1
Locate your will, financial power of attorney, healthcare proxy, and advance directive.
2
Identify names or instructions that may need revision.
3
Use a qualified estate attorney for legal changes.
Decision check

Before you move on

Ask Concierge about this