Essential Documents

Stewardship Well Done Journey

STEP THREE on the STEWARDSHIP WELL DONE JOURNEY is ESSENTIAL DOCUMENTS.

Prepare a will or trust along with powers of attorney for finances and healthcare.

Just having a few essential documents in place can give you peace of mind in case of unexpected life circumstances. They can also help avoid unnecessary court involvement.

  • A Last Will and Testament distributes your estate according to your wishes upon It also addresses guardianship for minor children. Everyone should at least have a simple will. Naming someone to take care of your estate and stating where your assets should be distributed is important to provide for your family and protect the hard work you have done during your lifetime.

Some may also want to consider a revocable living trust. This is an optional document that is attractive to some who value privacy and want to avoid the probate system.  

  • A General Durable Power of Attorney names someone to care for your finances. Having this document in place can provide for a smooth transition in case you cannot participate in financial transactions or make financial decisions for yourself.
  • A Health Care Power of Attorney names someone to make health care decisions for you if you cannot communicate in any way. It is important for your family and the medical community to know who to look to in this circumstance.

Be sure to include living will provisions. These state your preferences regarding end-of-life medical treatment. You can state whether or not you want heroic measures taken to prolong your life and also state your choices regarding the use of artificial nutrition and hydration. It is comforting for your family and doctors to know how you would like to be taken care of in your last days.

Depending on what state you live in, living will provisions may be included in a health care power of attorney document, or they may be in a separate document.

We recommend working with a professional to ensure your documents are prepared accurately for your unique needs. Regional representatives of FMF Financial Services are available to meet with you to facilitate these documents and discuss other options if needed.

For assistance with Essential Documents, or any other step on the Stewardship Well Done Journey, please contact us. We would love to begin the conversation with you!

RESOURCES

Step 3: Small Group Guide

A Personal or Small Group Guide for essential documents.

Essential Documents Article

Download and read this article written by FMF Financial Services staff.

Estate Planning Information

Go to the Estate Planning section of our website to learn more about planning your estate.

Wills/Trusts Brochure

Download our free brochure to learn more about Wills, Trusts and which one is right for you.

Last Will & Testament/Trusts Video

Create a plan to ensure that your loved ones are well cared for after you are gone.

Powers of Attorney Video

There may come a time when you are incapacitated and unable to make decisions or care for yourself.

Download Stewardship
Journey Brochure

View Stewardship
Journey Video

CONTACT US TODAY TO BEGIN THE CONVERSATION

We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care. 

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FMF Financial Services

8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax