Understanding the Basics: What You Need for a Solid Estate Plan in South Carolina

Most people—regardless of age, health, or financial situation—benefit from having a few essential estate planning documents in place. A simple will, powers of attorney, and healthcare directives can make a tremendous difference in protecting your wishes and easing stress for your loved ones during difficult times.

At Jung Disability and Injury Advocates in Mount Pleasant, SC, we help individuals and families create clear, effective estate plans that reflect their priorities. Here’s a quick overview of what you need and how to prepare for your initial consultation.

1. Will

A will outlines who should receive your property, who should care for minor children, and who should administer your estate. Even if you feel your finances are simple, a will can prevent confusion and ensure your wishes are followed.

Learn more about drafting a will: Wills – Jung Disability and Injury Advocates

2. Powers of Attorney (POA)

A financial power of attorney lets you appoint someone you trust to handle financial matters if you become unable to do so. Without one, family members may face delays or need to seek court authority to manage your affairs.

3. Healthcare Directives

Healthcare directives include a healthcare power of attorney and a living will. These documents give guidance on medical decisions and ensure someone you trust can speak for you if needed.

First Steps Before Your Consultation

You don’t need to finalize decisions before meeting with us—our team will guide you through options. But it helps to start thinking about:

• Who you would trust to make financial decisions on your behalf
• Who should make healthcare decisions if you cannot
• Who should inherit your property and belongings
• Who you would want to serve as executor of your will

What to Bring With You

• Basic list of assets and property
• Names and contact information for potential executors and decision-makers
• Any prior estate planning documents, if they exist
• Questions or concerns you want to discuss

Estate planning doesn’t have to be overwhelming. With the right documents in place, you can ensure your wishes are clear and your loved ones are protected.

Explore more about our estate planning services here:
Estate Planning – Jung Disability and Injury Advocates