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I. Appointments. Please identify who you want to serve for the appointments listed below. Commonly,
each spouse will serve for the other first, and then you will name two successors. If both of you are
close to certain people, it’s okay to name the same appointments for both of your sets of
documents. Alternatively, you can name different people. I suggest, however, that you name the same
successor persons to serve as your executor and trustee (there’s a lot of overlap between the duties
of an executor and a trustee).

Financial appointments
1. Executor of Last Will and Testament: this person serves to, among other things, prove up your Will
in probate court, take an inventory of assets, issue notice to creditors, cause your estate to be
closed, and distribute property per the terms of your Will. 

2. Trustee: this person will manage and distribute trust assets according to the terms of your trust
agreement. Trust assets are different from the property distributed under your Will. We can discuss
having someone be a “trustee to the trustee” if there are any concerns over inappropriate management
and distribution of trust assets.

3. Financial Power of Attorney: this person will have control over your financial affairs during your
life. We will discuss whether you want this power to be immediate or only active during times of
incapacity.

4. Guardian of Estate: this person is responsible for ensuring, namely, that your bills get paid and
funds are used for your daily living during periods of incapacity.

Medical appointments
5. Medical Power of Attorney: this person is responsible for making medical decisions on your behalf
during a period of incapacity.

6. Agent for Healthcare Directive: although similar to a Medical Power of Attorney, this person has the
exclusive power to authorize life sustaining treatment to be withheld or to mandate life sustaining
treatment to be continued. This person must follow your express instructions as recorded on your
Healthcare Directive (commonly referred to as a “Do No Resuscitate”).

7. HIPPA authorization: this person is authorized to receive and transfer your medical records.

8. Guardian of Person: this person is responsible for, namely, clothing, feeding, and ensuring your daily
living needs are met.

9. Agent for Disposition of Remains: this person must follow your wishes for disposition of remains,
such as burial or cremation. Alternatively, if you do not designate burial wishes, this person has the
exclusive authority to decide on disposition decisions.