Office of the Staff Judge Advocate
521 Fraim Street
Fort Detrick, Maryland 21702
ESTATE PLANNING has a lasting effect on you and your family. What you do now affects what they may have after you die. Your plan may include one or more of these: Will; Advance Medical Directive ("living will") ; Durable Power Of Attorney for Health Care; Durable Power Of Attorney in case of incompetence; Life Insurance; a trust (possibly in a will); a Letter of Instruction, and an anatomical gift designation (often on your driver's license).
A properly executed will leaves instructions to a probate court about your intended property distribution. It may provide simple instructions or may contain a trust. A will is especially important for parents with young children. In this situation, you should name a guardian (and preferably a backup) for your children in case the natural parent also dies while the children are minors. You may name a trustee to manage your property and properly invest on behalf of your children until they attain the age of majority (21). Consider carefully who you trust with these important duties. You should also discuss your wishes with all of those named to ensure that they know that you named them, and what your desires are.
You must plan carefully and that requires you think about your situation, family, and desires. Don't wait until that SRP to consider this important matter. Do so now while you have the time to reflect.
For more information about preparing your will read the Federal Consumer Information Center's Life Advice publication, Making a Will .
This questionnaire will help you organize the information that your legal assistance attorney needs to advise you and prepare your estate plan. Some individuals need very complex plans that may require you obtain assistance beyond what is available in your local legal assistance office. Your legal assistance attorney will advise you if that is necessary in your case.
Getting Started. You and, if married, your spouse, should read the attached questionnaire. Please bring your completed questionnaire with you when you consult with your attorney.
NOTE: If both husband and wife see the same attorney for estate planning advice, they need to discuss a dual representation waiver.
DATA REQUIRED BY THE PRIVACY ACT OF 1974
Privacy Act Statement
Authority: 10 USC 3012
Principle Purposes: To prepare Will, Powers of Attorney and Medical Directives
Routine Uses: Legal Assistance Only, attorney client privilege prohibits further release
Disclosure: Voluntary; Failure to supply information will result in the above documents not being prepared.