Category: San’s Legacy

Durable Statutory Financial Power of Attorney Form (Download) Sign and notarize this form as soon as it’s done! In this document, my mom named me as her agent and granted general authority. She also designated Successor Agents, in case I was unable or unwilling to act for her. It’s fairly self-explanatory, and hers was easy […]

Advance Directive and Durable Power of Attorney for Health (Download) This document only pertains to decisions regarding health care (it has nothing to do with finances). Everyone should have one, even if you’re currently in good health. I completed mine prior to my first c-section. I remember the conversation with my mom regarding her decisions […]

Prior to my mom’s surgery in August of 2023, she gave me an envelope containing the documents listed below. Admittedly, I didn’t open it until after her passing in September (2024). At the time she gave it to me, in my mind, I didn’t need it. I assumed that the contents were only related to […]