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Personal Finance (Not Investing) • Updating estate plans prepared by attorney who retired

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In 2017, I had estate planning documents prepared by an attorney. After a recent health scare, I decided that I want to change the names authorized on my "Advanced Health Care Directive" and "Authorization for Release of Health Care Information." I had omitted my son on the authorizations (he was 20 years old at the time) and want to add his name now, while deleting a couple names.

I called the attorney's office and learned that he had retired last year. I can work with his former law partner, but I would be considered a new client and they would charge me for redoing all my estate planning documents (including will and trust) -- at $550 per hour.

Is there a less expensive way to update the names on these two medical documents?

How many people are typically authorized on these documents? Is three enough? I currently have five and would be adding a 6th name.

Edited to add: I found this form online for CA -- does it make sense to use this for the medical directive ?https://oag.ca.gov/system/files/media/P ... llable.pdf

Statistics: Posted by RetiredCSProf — Tue Apr 02, 2024 12:16 pm — Replies 3 — Views 201



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