Step 1 In case of a medical emergency, if I cannot make my own healthcare decisions, I prefer that: Someone close to me has to go to court to request permission to make medical decisions for me, including my spouse Someone I have chosen in advance can make decisions for me without having to go to court but instead, can present a written document to the hospital In case of emergency where I cannot handle my own financial affairs (such as paying a mortgage payment), I prefer that: Someone close to me has to go to court to request permission to access my bank accounts to pay my bills, including my spouse Someone I have chosen in advance can make decisions for me without having to go to court, but instead can present a written document to the bank to get permission to pay my bills. This document will require that they act with my best interest in mind when handling my money. In case of emergency where I cannot handle my own financial affairs (such as paying a mortgage payment), I prefer that: Someone close to me has to go to court to request permission to access my bank accounts to pay my bills, including my spouse Someone I have chosen in advance can make decisions for me without having to go to court, but instead can present a written document to the bank to get permission to pay my bills. This document will require that they act with my best interest in mind when handling my money. Do you own a house, car or other vehicle, or bank account (choose yes even if these items are not paid off yet): No Yes Do you want to decide who gets your stuff? Or do you want to let the state decide? Don’t care – no estate plan Yes Do you want to have your family go to court to request permission to get your stuff according to the instructions? Yes No Do you own a house, car or other vehicle, or bank account (choose yes even if these items are not paid off yet) No Yes
