PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Powers of Attorney & Health Care Directives

Documents that name trusted people to act for financial or health care decisions.

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Blank estate planning worksheets, an unbranded folder, pen, and reading glasses

THE PURPOSE OF THE WORK

Start with the outcome you need to understand.

A financial power of attorney and health care documents serve different purposes. Each should state who may act, when authority applies, and what guidance should be available.

We explain the scope of authority, discuss successor agents, and coordinate these documents with the rest of an estate plan. Choices should reflect the client's own circumstances and Rhode Island requirements.

Financial authority

Health care instructions

Agent selection

Private law consultation room with a round timber table and four chairs

QUESTIONS TO REVIEW

Decisions to consider

Who can act reliably and communicate clearly

When financial authority should become effective

What health care preferences should be documented

Who should receive copies and where originals are kept

How these documents coordinate with a trust or will

From a question to a defined scope of work.

The sequence is illustrative. The facts, conflicts review, jurisdiction, and agreed engagement determine the actual work.

01 · ORIENT

Identify the decision.

A brief, non-confidential inquiry helps us understand the subject, timing, and likely jurisdiction.

02 · REVIEW

Clarify facts and options.

If the matter is a fit, the consultation focuses on goals, documents, ownership, roles, and procedural constraints.

03 · DEFINE

Agree on the work.

Representation begins only after conflicts review, scope and fees are confirmed, and a written engagement is accepted.

PRACTICE AREA · PROVIDENCE, RHODE ISLAND

Powers of Attorney & Health Care Directives

Start with the outcome you need to understand.

Decisions to consider

From a question to a defined scope of work.

From a question to a defined scope of work.

Identify the decision.

Clarify facts and options.

Agree on the work.

Bring the question. We will help identify the next step.