Estate Plan in Your Wallet
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
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