Married Estate Planning (with no children)
Even without gorgeous weddings, anniversary parties, and worn-thin bands, marriage is a beautiful thing. Consider all of the financial and legal benefits marriage offers!
However, even married couples don’t have all of the rights and protections that they will want to have in place. You and your spouse will name other family members or loved ones as Personal Representatives of your estate, after you name each other. If choosing those alternate Personal Representatives is problematic, our firm is able to make introductions to professional care managers.
We are here to help you make the most of your legal standing in creating a comprehensive estate plan!
- Frequently Asked Questions
Is an estate plan truly necessary if we don’t have children?
Absolutely! Couples without kids usually plan for their spouse to act as agent or health care advocate. But a well-formed estate plan will provide for you and your spouse in case you are unable to serve each other in these roles.
As spouses, aren’t we already entitled to each other’s assets and property?
Yes, however estate planning documents are about much more than that. For example, your spouse is limited in what they can do to help you legally and financially unless you appoint them as your agent in a Durable Power of Attorney document.
In the event that one of you “gets on the bus,” a good estate plan is the difference between a seamless transfer of assets and a difficult probate.
- Understanding Estate Planning
- We hope that these resources may answer some of your initial questions.
Also see our guide to basic estate planning legal documents here.
- Client Information Packet
- Client Info Packet
Prior to your consultation, we will need as much of this packet filled out as possible. You can either print and mail them, or use the fillable feature and email the packet to firstname.lastname@example.org