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Get the free estate planning, guardianship and elder law conference ... - UT Law CLE

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THE UNIVERSITY OF TEXAS SCHOOL OF LAW T E × A S C H A P T E R O F T H E N AT I O N A L A C A D E M Y O F E L D E R L A W AT T O R N E Y S20TH ANNUALESTATE PLANNING, GUARDIANSHIP AND ELDER LAW CONFERENCE
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How to fill out estate planning guardianship and

01
Start by gathering all the necessary documents, such as identification papers, proof of ownership of assets, and any existing wills or trusts.
02
Determine your preferences for a guardian for your minor children or dependents. Consider factors such as financial stability, values, and willingness to take on the responsibility.
03
Consult with an attorney specializing in estate planning to ensure that you understand the legal requirements and options available to you. They can assist you in drafting the necessary legal documents, such as a will or power of attorney.
04
Clearly outline your wishes regarding the distribution of assets, medical care, and other important decisions in your estate planning documents.
05
Review and update your estate planning guardianship regularly, especially in the event of significant life changes such as marriage, divorce, or the birth of a child.
06
Communicate your decisions and intentions to your chosen guardian and family members to ensure they are aware of their roles and responsibilities.
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Store your estate planning documents in a safe and accessible location, and inform someone you trust about their whereabouts.

Who needs estate planning guardianship and?

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Estate planning guardianship is necessary for individuals who have minor children or dependents and wish to ensure that their welfare is protected in the event of their incapacitation or death.
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It is also important for individuals who have significant assets and want to have control over how those assets are distributed after their passing.
03
Anyone who wants to minimize the potential for family disputes, delays in asset distribution, or the involvement of state authorities in decision-making processes should consider estate planning guardianship.
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Estate planning guardianship involves appointing a guardian to make decisions for an individual who is unable to make decisions for themselves due to incapacity or disability.
Any individual who wishes to appoint a guardian for themselves or for someone else who is unable to make decisions for themselves.
To fill out estate planning guardianship, you must provide information about the individual needing a guardian, the proposed guardian, and the reasons for appointing a guardian.
The purpose of estate planning guardianship is to ensure that individuals who are unable to make decisions for themselves have a trusted person appointed to make decisions on their behalf.
Information such as the proposed guardian's contact information, relationship to the individual needing a guardian, and the specific decisions they will be authorized to make.
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