How do I get my affairs in order, now that husband has died?

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meatjeanne Asked February 2015

How do I get my affairs in order, now that husband has died?

I need a new will since my husband died 3 months ago. Second marriage for both of us, no children from either marriage. I have one brother who I am not close to. Have a few nieces, but none I am 'good friends' with. I need help deciding Durable POA, Health Care Surrogate, who gets any monies, etc. I have one friend but don't want to put her name on everything, she is not a well person, kind of lost them all taking care of my man for the last 7 years.
What do I need.... an attorney, a financial person of some kind? I want someone who can suggest possible ways to go. I am not sure whose name I want on anything. I am not rich, but comfortable. If I died by accident, I don't want the person now in the will to get my money. What expert should I talk to. Confused.

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score 1 · Answer 1

Sorry about your husband. The tasks you face are the same as the surviving spouse in every marriage. Are you the executor of your husband's Will? Some tasks - Have extra copies of the death certificate. Change beneficiaries, Draw up a new Will and yes get your POA and medical proxy taken care of. Potential beneficiaries include family members, friends and neighbors. And don't forget the many charitable organizations that would make good use of your monies when your time comes. Houses of Worship, Educational and medical institutions and every 501(c) out there --- food pantries, soup kitchens, groups that provide housing help vets, the list is endless. You will need a new executor for your Will as well. It can be a trust /an attorney from a law firm a banker etc. Proceed on this now but keep your mind open to new options as your new life opens more possibilities.

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score 1 · Answer 2

I would go to an Elder Law attorney. If you feel comfortable with the attorney, you can have him/her be your POA. I used an attorney from a large law firm, glad I did as my attorney is going on maternity leave, thus others in the firm can help out.

I have my Elder Law attorney as a second choice name for the financial POA. For the medical POA, that was real tough as I have no children and no siblings, as in my State she wanted me to give her four names and she couldn't be one of the name. My close friends all disappeared after 6 years of not having time to be with them, they couldn't relate what I was going through with my parents :(

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How do I get my affairs in order, now that husband has died?

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