MyCare Plan : Will & Trust (www.financialeduservices.com) MyCare Plan is a comprehensive package including everything you need to prepare your Will, Living Trust and Healthcare & Financial Powers of Attorney. This system was developed by attorneys and is endorsed by credit unions and community banks. Prepare your full legal documents, which will be sent directly to you for signing & notarizing. https://www.financialeducationservices.com/mycare_full.aspx?rid=BRobinson1

1. MYCARE PLAN®
Life can be fullo f unce rtaintie s. Plan no w o r pay
late r.
®

2. What is MyCare Plan®
 It includes a variety of planning tools and
options so that you may customize your plans
for yourself and your family.
 Last Will
 Living Trust
 Health Care Power of Attorney
 Financial Power of Attorney
®

3. Last Will
 Expresses your desires for the handling of
your financial and personal affairs when you
die
 Describes how you want your assets to be
distributed to your heirs upon death
 Ensures that your loved ones receive what
you want them to receive, not just what the
court thinks they should receive
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4. A Last Will allows you to…
 Appoint a personal representative (executor)
who will be responsible in handling your
personal and financial affairs after your death
 Choose a guardian to care for and raise your
minor children
 Leave your property to your spouse in a way
different from what the state intestacy law
provides
 Add beneficiaries who are not legal heirs, such
as step-children ®

5. Living Trust
 Clearly states your wishes of your assets at
the time of your death
 Makes your assets easier to distribute at your
death
 Acts as an asset protection device to keep
your assets safe
 Avoids the high cost and delays of probate
court
 Can provide tax advantages for the
beneficiaries ®

6. A Living Trust allows you to…
 Provide for someone else to take care of your
estate in the event of your disability or incapacity
without the involvement of costly, time-consuming
probate court
 Provide for beneficiaries with special needs, or
delay the inheritance of your estate until the
beneficiaries reach a certain age, or have your
estate distributed in installments
 Avoid many of the risks of liability associated with
joint ownership, including protection from any
claims of the creditors of your heirs ®

7. Health Care Power of Attorney
 Provides for your medical well-being in the
event of your inability to make decisions
concerning your medical treatment or health
care due to illness, accident or injury
 Leaves specific instructions for the level of
care you want to receive
 Provides the ability, if desired, to authorize the
withholding of life-sustaining treatment if you
are in a coma or a “persistent vegetative state”
®

8. A Health Care POA allows you
to…
 Name someone to be your “agent,” the person
who can make decisions about your medical
treatment and health care in the event you
become unable to participate in medical treatment
decisions, including:
 Provide for residential care
 Have access to your medical records
 Employ health care personnel
 Give or withhold consent to treatment
 Refuse treatment contrary to your wishes
 Release physicians, etc. from liability
 Make anatomical gifts upon your death
 Provide for pain relief therapies
®

9. Financial Power of Attorney
 Provides for your financial well-being in the
event of your inability to manage your financial
and business affairs because of disability or
incapacity, now or in the future
 Can be done in anticipation of a future need,
for a special purpose, or for a limited time
®

10. A Financial POA allows you
to…
 Name someone as your “agent” giving them the
power to manage your financial affairs, including
the ability to:
 Pay your bills, deposit checks, and deal with banks on
your behalf
 Sell, manage, or reinvest your property
 Sign contracts, borrow money, or change investments
on your behalf
 Pursue insurance claims and legal actions to enforce
your rights
 File tax returns, obtain insurance coverage, or apply
for government benefits for you
 Transfer property to your living trust
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11. Who needs MyCare Plan®
 Everyone; you don’t need to be rich to become
ill or injured, nor do you need to be wealthy to
provide for and protect your family’s financial
affairs
 MyCare Plan® will put you in greater control of
the financial and health care decisions that
directly affect the lives of you and your family
 It’s not enough to simply want to do the right
thing – you need to make sure it happens
®

12. Start planning today
 Complete the easy online enrollment
 Receive your login information upon enrollment via
mail
 Log in to www.financialeduservices.com
 Begin answering the questions to prepare your
MyCare Plan® documents
 Note: It may be helpful to review the questions and
gather any paperwork necessary before you start,
although you will have the option of saving your work
and returning to continue at any time.
 Once completed, submit for final approval
 Receive your MyCare Plan® documents via mail
 Follow the enclosed directions to validate your final
wishes
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13. Client Testimonials
Iam ve ry happy with the se rvice and the kno wle dg e
that Ig aine d abo ut planning fo r the future . My fam ily
can be take n care o f thanks to this g re at pro g ram !
Tom and Clara
Thank yo u fo r he lping m e to co m ple te the ste ps
ne ce ssary to he lp m y pare nts with the ir e state
planning . No ne o f us have any kno wle dg e in this are a
and yo ur info rm atio n has be e n e xtre m e ly he lpful.
O nce ag ain, thank yo u!
Winnie and
Thatcher
-Be fo re Ie nro lle d in MyCare Plan® Idid no t e ve n
kno w what o r ho w m uch was invo lve d in planning m y
e state , what a trust is, pro bate , o r what m y fam ily
wo uld have to g o thro ug h if Idid no t plan fo r m y
fam ily afte r Iam g o ne . MyCare Plan® has he lpe d us
g e t o ur financialaffairs in o rde r. Thanks!
®