What every estate planning 'toolbox' should have...

"The 3-ring Estate Planning Portolio binder" - all of my clients know I call it "the Toolbox" (each document indexed and organized in the binder get used like a tool).  But, what 'tools' should it contain?  Below is a list of 'tools' to consider.

    1)    Last Will & Testament;

    2)    Durable Power of Attorney for Personal and Business Affairs;

    3)    Power of Attorney for Healthcare;

    4)    Living Will;

    5)    Stand-Alone HIPAA Waiver;

    6)    Final Disposition declaration; 

    7)     often, but not always, a Revocable Trust Agreement; 

    8)    various 'subset tools' to a Trust Agreement; and

    9)    an Estate Inventory list itemizing things owned by deed, account name, policy, etc.


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Beginning February 21, 2024, I will be beginning the process of closing my law practice to join First Security Bank's Trust Department at their Mountain Home location. From that date forth, I will no longer be accepting new clients or providing existing clients with any ongoing legal counsel. Please know that you may locate another attorney of your choosing by going to www.arkbar.com.

If you are a past estate planning client and would like photocopies of your original documents (the originals should be in your possession and/or control), please contact me as soon as is reasonably practical to make those arrangements. Best methods to contact me are listed below in order of preference:

1. travis@fordlawfirmmh.com

2. Text 870-405-5245

3. Call 870-405-5245

4. Call 870-424-6337

Although it has been a pleasure practicing law for the last 25 years, I am eager to transfer my estate planning experience to estate administration by serving as a trust officer at First Security Bank. If you find yourself looking for a trustee, I hope you will consider me.

Should you have any questions regarding the above, please know I stand available.


Travis W. Ford