In Trusts and Estates | On January 30, 2016
Some religions, such as the Roman Catholic faith, have specific tenets and standards for their members who are considering getting such a document in place. Most such faiths will either have a list of criteria readily available, or—even more conveniently for their members—an actual form that can be used that already complies with the criteria. For example, on many Roman Catholic diocesan websites, you can find a form that both complies with the Roman Catholic Church’s beliefs on this subject, yet also complies with applicable state law.
Your estate planning advisors will often know where to find these forms or standards, or at least can help you look.
Consult your estate planning advisors with any questions. Visit The Connolly Gallagher Trust & Estate page by clicking here.