Summer is here, and many families are gearing up for vacations, road trips, or visits to far-off places. While packing your bags and planning your itinerary, it’s just as important to prepare your estate plan to protect your loved ones in case of emergencies. Being proactive can bring peace of mind and help your family handle unexpected situations smoothly.
Why Estate Planning Matters Before Travel
Travel, especially with family, can be unpredictable. Accidents, illnesses, or emergencies can happen anywhere, so having key estate planning documents ready is essential. These legal tools empower your family to make decisions on your behalf if you become unable to do so.
3 Essential Estate Planning Steps for Vacation Season
1. Medical Directives
A medical directive (also called an advance healthcare directive or living will) spells out your healthcare wishes if you cannot communicate them. This document guides doctors and loved ones on treatments you want or don’t want in emergencies.
- Make sure your medical directive is up to date.
- Share copies with your healthcare proxy, family members, and your travel companions if possible.
- Consider carrying a card in your wallet that notes the existence of this directive.
2. Guardianship Nominations
If you have minor children or dependents, it’s critical to name a guardian in your estate plan. This person will care for your children if something happens to you while traveling.
- Review your current guardianship nominations to ensure they still reflect your wishes.
- Communicate your choice with the nominated guardian and family members.
- Make sure legal paperwork is completed before you leave.
3. Emergency Contacts and Powers of Attorney
Have a list of emergency contacts handy for your family and medical providers. This should include people who can make decisions or be contacted quickly if you’re incapacitated.
- Set up a Durable Power of Attorney to allow someone you trust to handle financial or legal matters if needed.
- Share emergency contact information with your travel companions and key family members.
- Update any relevant documents with your current contact information and travel details.
Additional Tips for Estate Planning During Travel
- Store digital copies of your key documents in a secure, accessible place (like a password-protected cloud folder).
- Talk openly with your family about your estate plan so everyone understands your wishes.
- Consider travel insurance that covers medical emergencies and unexpected trip changes.
Final Thoughts
Vacation is a time for joy and relaxation, but it’s also a time to be prepared. By having medical directives, guardianship nominations, and emergency contacts in place, you protect your family from added stress during a crisis. This preparation ensures your wishes are honored, no matter where your summer adventures take you.
For any questions regarding your other estate planning needs, we are here to help. Contact us today to learn more about how we can work with you.
For more information regarding various estate planning and elder law topics, view our resources page, where you will be able to find previous blog articles, newsletters and our informative webinar series.
