A. Personal Items We Should All Have:

• Will
• Medical Power of Attorney
• Statutory Durable Power of Attorney (for financial matters)

B. Personal Items We Should At Least Consider Having:

• Directive to Physicians (also known as a “Living Will”)
• Declaration In Event of Guardianship
• Declaration In Event of Guardianship for Minor Children
• Disposition of Remains
• Insurance

o   Life Insurance

o   Disability Insurance

o   Long Term Care Coverage

C. Items When Own A Business Or An Interest In A Business:

• Will
• Medical Power of Attorney
• Statutory Durable Power of Attorney
• Buy-Sell Agreements / Shareholders Agreements
• Company Agreement Provisions
• Insurance

o   Key Man Insurance

o   Liability, Property and Casualty Insurance

o   Errors and Omissions Insurance

o   Malpractice Insurance

o   Life Insurance