Can you locate my loved one's assets with their social security number?
No. There is no central data base for us to access a person’s financial records with a social security number, but there are ways we can locate the assets.
Do I have to go to probate court if my loved one has a Will?
Not necessarily. The answer depends on whether they have titled assets, the terms of the Will, or other factors.
How often do I need to update my estate plan?
The simple answer would be that your estate plan needs to be updated whenever there is a major change in your life, such as buying a new house, having a baby, or if the person you left in charge of your estate has passed away or become ill.
What is the difference between a Guardian and Conservatorship?
A Guardian is a court appointed person that deals with an incapacitated individual’s day to day decisions. While a Conservator is a court appointed person that deals with an incapacitated individual’s finances.
Do I need a Guardian or Conservatorship if I have a Durable Power of Attorney and Health Care Power of Attorney?
If you have a Durable Power of Attorney and Health Care Power of Attorney you do not need a Guardian or Conservator, but there are reasons why one may be necessary.