Why Now

Event Five

George executed a Health Care Proxy a few years ago and appointed his sister Caitlin as his health care agent. Over the years, George has expressed his health care wishes to his girlfriend in case anything were to happen to him, and comes to believe she would be the best person to advocate on his behalf.  However, he has not updated his Health Care Proxy to reflect his wishes.  In this moment, George needs to update his Health Care Proxy and review his Living Will.

Event Four

George is working as a journalist in the city; he travels frequently for work. George is committed to and lives with his longtime girlfriend.  His work requires him to move to Singapore for six months.  However he has several business matters which require his ongoing involvement in New York.  He would like to authorize his girlfriend to be able to sign certain documents on his behalf while he’s away.  In this moment, George needs a limited Power of Attorney. 

Event Three

Caitlin has a term life insurance policy provided by her employer. Following her marriage, she forgot to change the named Beneficiary from George to Josh.  She wrongly assumed that everything automatically passes to her husband.  In this moment, Caitlin needs an estate planning consultation. 

Event Two

A few years later, Caitlin meets and marries her co-worker, Josh.  She doesn’t bother creating a will at this time.  She figures that the New York laws of intestacy will automatically pass her estate to Josh if she were to die.  What she hasn’t considered is that without a written will naming him as Executor of her estate, Josh will have to make time-consuming and uncertain petitions to the court.  What’s more, Caitlin didn’t stop to think about the personal items of jewelry and art that she strongly prefers her sister to inherit. In this moment, Caitlin needs a Last Will and Testament, Living Will, Health Care Proxy and a Power of Attorney.

Event one

Twenty-five year-old Caitlin is single, working in the city as a publishing assistant. Her job provides a good salary and benefits. Caitlin takes a ski trip with her brother George and a few friends. While skiing Caitlin tumbles into a sharp rock and requires surgery. Before her operation, the doctors asked her what her preferences are in the unlikely event she became permanently incapacitated. They also asked whether she has nominated anyone to make healthcare decisions if she is unable to communicate them herself. In this moment, Caitlin needs a Living Will and Health Care Proxy.

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