Plans to Travel This Year? Before You Go, Do You Have the Necessary Estate Planning Documents?


Are you eager to see the world again after being "stuck" at home for the better

part of two years? Have you checked the travel requirements for your

destination? Do you have a quarantine plan in place? Do you have the

necessary estate planning documents if you are required to quarantine? While

the need to do an estate plan often comes up when travel plans are made, the

pandemic has brought it to the forefront of people's minds. Common questions

asked are:


What happens if something goes wrong during the trip?

Who is going to pay my bills if I get stuck in quarantine?

What if I die?

Who is going to take care of the kids?

What happens to all my stuff?


These are some of the questions that people tend to ask and worry about as

they get ready to go on a trip. Do you really want to be worrying about whatifs?

Based on the number of pre-vacation requests for appointments, this is

exactly what people worry about right before going on a vacation. It is very

common for people to call a few days or a few weeks prior to a big vacation with

the hope of putting together a quick estate plan or to make changes to their

current estate plan. However, a quick turnaround is not realistic for a welldesigned

estate plan. An estate plan that is drafted in a matter of hours or days

may not have been fully reviewed for errors or legal mistakes. A well-designed

plan takes time (six to eight weeks) so that it can be properly drafted, reviewed

by multiple attorneys, and reviewed by you to ensure that your document

reflects your estate planning goals.


If you are thinking about putting together an estate plan before your next

vacation, please plan ahead. Like booking your flight early to get the best deals

and making sure that your passport is not expired, setting an appointment

early to do your estate plan several months before your trip is prudent. It will

give you sufficient time to decide on the best tools to meet your goals and

desires, to think through your distributions, and to review all of your

documents. Getting ready for a vacation is stressful enough. Do not add the task

of trying to meet with your estate planning attorney at the last minute. Proper

estate planning takes time.


If you are planning a vacation this year and have concerns about your estate

plan, please call Rehberg Law Group at 206.246.8772 to set up an

appointment. Attorneys' schedules vary and may be booked several weeks

out. Remember, estate planning is not something you should do at the last

minute. This process should start three to four months prior to your vacation.

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