Ancillary Documents

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In addition to the preparation of Wills and Trusts, an estate plan is not complete without additional ancillary documents. These documents bolster and support the overall estate plan by focusing on specific areas and needs. Our skilled and understanding attorneys will work with you to expand your estate plan to include ancillary estate planning documents so that it meets your specific needs.

Such documents typically include the following documents:

  • Designation of Health Care Surrogate
  • Living Will
  • HIPAA Release Form
  • Declaration of Pre-Need Guardian
  • Durable Power of Attorney.

It is important that you plan ahead. You should make your wishes known to your loved ones now so that they know and understand your wishes.  This will allow the person you designate to ensure your proper care and prevent disputes between your loved ones. Contact Morris Law Group today to speak to one of our qualified estate planning attorneys.


** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.

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