[WSBARP] The Five Wishes

[Lisa Schuchman]

Jim,

 

I’ve seen the Five Wishes and I’m not a fan except to the extent that
sometimes it is better than nothing.  People buy those – they aren’t free.
I have better materials available that I give estate planning clients.
For example, the attached.

 

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com <http://www.lisaschuchman.com/> 

Education is what you get when you read the fine print.  Experience is
what you get when you don’t. -Pete Seeger

 

NOTE: I do not use encrypted email.  Messages sent to or from my office
via email are not secure and may not be protected by attorney-client
privilege. This email address is not monitored at all times.  If your
matter is urgent, please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not
intended or written to be used, and it cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

From: wsbarp-owner at lists.wsbarppt.com
[mailto:wsbarp-owner at lists.wsbarppt.com] On Behalf Of Jim Doran
Sent: Tuesday, March 25, 2014 3:02 PM
To: 'WSBA RPPT Real Property Discussion Forum'
Subject: [WSBARP] The Five Wishes

 

I was in the middle of doing a fairly standard “mini-estate plan” for a
couple when one of them produced a document called “Five Wishes” from a
company called “Aging With Dignity, Inc.”  

 

It contains all kinds of narratives and blank spaces to be filled in (or
not), boxes to be checked (or not).  This one that my client did also has
some paragraphs crossed out but not initials applied.  It is apparently
intended to be effective instead of and replace a Medical Directive to
Physicians and a Medical Power of Attorney.

 

This is obviously a “touchy – feely” document designed to make people feel
like they have given health care directions to the so-called “Health Care
Agent” and expressed their intentions and emotions.

 

It looks to me that the only thing they have right here is that the
document requires two witnesses and the language is similar to a Will
witness attestation and they have the place for the witnesses signatures
to be  notarized.

 

Has anyone else run onto this document?  

 

I do not like it at all.  My instincts tell me that the clients should
stick with the Medical Directive to Physicians and a Medical Power of
Attorney and not mess around with these strange documents.  If they want
to leave a touchy – feely letter to their kin, that’s fine and I recommend
it.  

 

 

 

James Doran

Attorney at Law

100 E. Pine St. - Ste 205

Bellingham, WA 98225

ph. 360-393-9506

fax 360-734-7850

www.doranlegal.com 

 

===============================
- To contact the list administrator, send a message to:
<mailto:webmaster at wsbarppt.com> webmaster at wsbarppt.com 

 

- To unsubscribe, send a new message to: imail at lists.wsbarppt.com, with
the following in the body of the message: unsubscribe wsbarp - OR - send a
message to webmaster at wsbarppt.com asking that you be removed from the
wsbarp list. 

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

===============================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com 


- To unsubscribe, send a new message to: imail at lists.wsbarppt.com, with
the following in the body of the message: unsubscribe wsbarp - OR - send a
message to webmaster at wsbarppt.com asking that you be removed from the
wsbarp list. 

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 281014 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20140325/24e5852d/winmail.dat>