When someone has a long, serious, or terminal illness, it may be necessary to make non-traditional arrangements. Some law firms are willing to send a lawyer or paralegal to visit an individual who is in a hospital or nursing home or is unable to leave their house. This allows the person who is ill to meet with a lawyer to draw up a will, powers of attorney or other documents.
Persons who are ill or recovering may be unable to fully relax if they are constantly worried about legal details.
If you or someone close to you needs this type of assistance, here are some important things to keep in mind:
1. When looking for a firm to help you in this way, choose an attorney who is familiar with wills, trusts, and probate law, and is in your geographic area.
2. Call or email the firm to ask about these services
3. Be aware that there may be an additional fee for this travel, and ask about it up front.
4. If any documents are going to need witnesses, you may need to provide the witnesses. There are certain legal restrictions as to who will be allowed to serve as witnesses. (In general- do not plan on using anyone who has a financial interest in the person’s estate, or who is a health care worker in a facility treating them).
5. Be courteous! If the person who is ill is affected with something that is or might be contagious the legal staff has a right to know before agreeing to come.
6. Try to make these appointments as much as advance as possible, especially during the holiday season.
7. Understand that the attorney’s “real client” will be the person who is having the will drawn up, and the attorney owes that client a duty.
8. Most importantly: a person who is going to sign a legal document must have what is called “legal capacity”. They have to understand what they are doing. If they are extremely ill or under heavy medication, it may be already be too late to sign a will or other legal document. If that is the case, an attorney can explain what other options are available, or how the person’s affairs can legally be handled.
Many times throughout the years I have heard people say that their loved one who already passed could not have a will drawn up because they didn’t feel well enough to travel to a law office. That is sad, especially if the deceased spent his/her last weeks worrying about something that could have been remedied. Remember: as long as the person has the mental capacity necessary, the inability to travel does not necessarily have to prevent him/her from being able to put last wishes into effect.
The attorneys at Kalish Law Office have been representing clients in the areas of wills, trusts, and probate for over 27 years. We are located north of Houston, Texas in The Woodlands and can be contacted at http://www.kalishlawtexas.com 281-363-3700.
