DocuBank® is a document storage service that provides immediate access to healthcare directives and emergency medical information wherever you are at the time a medical emergency happens. 75% of people who execute a medical power of attorney, HIPAA authorization and a directive to physician do not have those documents when they need them. With Docubank you are issued an identification card that you carry in your wallet and if a medical emergency arises the doctor or hospital can call the number on the card and obtain your directive to physician (living will) and the other important medical documents you have executed. You don’t have to worry about carrying those documents with you. (See www.docubank.com for more information). I charge an additional $450.00 for preparing the following estate package for a single person and $750.00 for a couple for these additional important documents and a five year subscription to DocuBank®.
When all these steps have been completed, the executor can petition the court for permission to distribute what is left of the decedent's assets to the beneficiaries named in the will. This usually requires the court's permission, which is typically only granted after the executor has submitted a complete accounting of every financial transaction they've engaged in throughout the probate process.
Next, start adding your non-tangible assets to your list, such as things you own on paper or other entitlements that are predicated on your death. Items listed here would include brokerage accounts, 401(k) plans, IRAs, bank accounts, life insurance policies, and other policies such as long-term care, homeowners, auto, disability, and health insurance.
