Estate Plan in Your Wallet

Posted on Nov 06, 2017

Our firm's tax and estate department has been asked from time to time to give presentations on our form for Vermont Advance Directive.  An issue that frequently arises is what will happen to the Advance Directive in the event of an accident, such as when a person is injured in a road accident.  To allay our clients' concerns, at the end of our estate planning presentation we frequently provide a wallet-sized card that indicates who to contact in the event of an accident involving the person holding the card.  It is our understanding that the protocol of the Vermont State Police and Town Constables is to look in the individual's wallet for the identity of a person to contact for assistance.  The card is also useful for EMTs and hospital personnel for medical consent purposes.

To facilitate Vermonters having Advance Directives and an "estate plan in the wallet" we have provided a mockup of our wallet-sized card, which can then be adapted to the individual's needs.  A lamination kit can be purchased at a local office supply store (or many outlets like Staples can laminate documents for you for a small fee) to give the card durability.

Jane Doe, Blood Type ___/Organ Donor Want Cremation
123 XYZ Road, Noplace, VT 05000 – (802) 000-0000
In case of accident or death, please contact:
(1) John Doe, 123 XYZ Road, Noplace, VT
05000, Telephone No. (802)000-0000
(2) John Doe, Jr.,123 XYZ Road, Noplace, NH,Telephone No. (603)000-0000
On 09/07/2017 I created the following Estate Planning Documents:
Will, General Power of Attorney, Durable Power of Attorney for Health Care
Originals Held by:  Facey Goss & McPhee, P.C.
71 Allen Street, Rutland, VT 05701 – (802) 773-3300





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