We truly hope this letter finds you and your families well and healthy. We are writing to you at this time to provide some good planning tips and recommendations regarding your Advance Directives.
- Make sure you know where your planning documents are located. Safe Deposit Boxes are not a recommended place to store these documents, given the difficulty in accessing the box if you are not available.
- Let your Agent(s) and Successor Agent(s) know where your important documents are located.
- Make sure that you have a copy of your Health Care Proxy and your HIPAA authorization accessible. Carry a copy with you, put one in your glove compartment, in your handbag, briefcase, shopping basket, etc. We recommend taking a picture of these two documents with your cell phone and forwarding it on to your Agent and Successor Agent(s). Ask anyone who has appointed you as their Agent to send you a copy of their documents as well.
- We recommend strongly that you do not file your Living Will in a hospital or your doctor’s office. This should remain a private document between you and your Agent, stating your wishes to your Agent so that he/she can act on your behalf with regard to end of life decisions if a decision needs to be made. Especially in this current climate, where we fear the understaffed and overburdened healthcare facilities may begin triaging patients in need of testing or treatment based on age, we want to ensure that if you do happen to contract COVID-19 or any illness, you receive the highest quality care and treatment to which you are entitled.
Please do not hesitate to contact us if we can be of service to you in any way at this time. We remain fully ready and able to meet your planning needs, and will work with you to develop a plan for us to productively assist you, whether in person or virtually, if possible. We wish you all the best of health, security, and comfort, and remain here to guide now and in the future.