PLANNING PROTECTS
Planning takes care of your loved ones
Make sure your legal documents are in one place, including your will, disability insurance, bank statements, veteran benefits (if applicable), pensions, longterm care insurance, copies of medical records and prescription information, and Social Security information.
Important services should be listed in both you and your spouse or partner’s name.
• House/mortgage
• Vehicles
• Phone service
• Security/alarm services
• Utilities
• Retirement
• Insurance
Standard written will
This legal document specifies how your possessions will be distributed after your death and names an executor to carry out your wishes. Your will must be written (no digital-only wills allowed in New Mexico), and signed by you and a witness together. You don’t have to create a will with an attorney.
Power of attorney
This legal document allows you to choose a person to take care of important matters for you, such as your finances and estate planning. Visit lopdnm.us and look under “Links, Policies & Forms” to download a power of attorney form.
Living Logistics
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2023-02-19T08:00:00.0000000Z
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https://enewmexican.com/article/282046216268914
Santa Fe New Mexican