Representation Agreements
Financial/Health Issues
Representation Agreements are designed to allow an adult to appoint a representative, or multiple representatives, to make decisions regarding health care, personal care and routine management of financial affairs. It is possible to appoint one representative to handle all areas, or multiple representatives with areas of specific responsibility. As with Powers of Attorney these documents are flexible and can be customized.
We follow a similar process for preparing wills, powers of attorney and representation agreements. Clients will have two appointments with the Notary, the first of which is primarily for gathering information. The Notary will discuss with you which estate planning documents you already have, what the status of your estate is, and ensure that the document you are preparing fits with your overall estate planning goals. The second appointment is for review of documents and signing. Usually there are 2 weeks between appointments; however exceptions can be made.
