Including Your Service Providers In Your Estate Plan | Stratford Will and Trust Lawyers
February 26, 2014
A Stratford Will and Trust Lawyer can make sure that you have all of your ducks in a row so that if you become incapacitated or die, your loved ones will know how to manage your estate and follow your wishes. Laws in Connecticut vary from those found around the country, which is why you want to work with an attorney who is skilled in understanding your specific needs. One area that should be considered is your service providers.
“Service providers” covers a wide range of individuals involved in your life. Should you be unable to communicate with them, you want to ensure that your trustee, executor, guardian, or other responsible person is able to communicate with them on your behalf. Having them all listed in one place will make this job much more manageable.
Household Providers
This list should include all of the people or companies that you deal with when it comes to the maintenance of your home. If you are incapacitated, your home will need to continue to function in your absence, and your representative will need to be able to contact these people to make sure things keep running smoothly. In other cases, whether you are deceased or incapacitated, there are certain services that you may no longer need, and the person in charge needs to be able to contact the service providers and cancel with them.
Some examples of household providers that you will want to list might include:
- Computer support
- Food or water delivery
- Gardening
- Housekeepers
- Heating/Cooling system maintenance
- Heating oil delivery
- House sitters
- Pest control
- Pool or spa maintenance
- Utilities
- Vehicle maintenance
Basically, anything you have performed on a regular basis should be noted, along with contact and payment information.
Medical Service Providers
You should also provide your Stratford will and trust lawyer with contacts for your medical service providers. This information could be very valuable should you need medical attention but be unable to reach out to these providers on your own. Additionally, if you have standing appointments with these providers, it will be helpful to have them canceled so you don’t accrue charges for service you’re not using.
Some of the medical service providers you may want to include on your list are:
- Chiropractor
- Counselor
- Dentist
- Massage therapist
- Ophthalmologist
- Physical therapist
- Primary care physician
- Psychiatrist
- Specialists
Personal Service Providers
There are other types of regular services you may use, and you’ll want to include these as well for the same reasons already mentioned.
Some personal service providers to keep in mind for inclusion:
- Childcare provider
- Hairdresser
- Home care provider
- Meal preparation
- Transportation
- Tutors
Additional Information
Along with the contact information for these service providers, it’s a good idea to make notes about when they are expected, and you may even want to include service agreements and contracts. For example, if you have a standing arrangement to have your sprinkler system blown out each fall, make a note of that.
Your Stratford will and trust lawyer may not include all of this information directly in your estate plan, but he or she will want to be able to make a note of where it can be located when the need arises.
By working with a reputable Will and Trust lawyer in Stratford, you can make sure that all of these areas are considered and that they fall under the laws and codes of Connecticut. For more information or help getting started, please feel free to call our office at (203) 877-7511 to schedule a complimentary planning session with the mention of this article.
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