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  Legal and Estate Planning Documents

Estate Planning Documents

Wills

• Last Will and Testament of Joe A. Client - 4 27 2001
• Last Will and Testament of Jane C. Client - 4 27 2001
• Living Will - Joe - 4 27 2001
• Living Will - Jane - 4 27 2001

Trusts

• The Client Children's Irrevocable Trust - 5 21 2003
• Jane's Mother's Trust - Jane beneficiary

Powers of Attorney

• Durable Power of Attorney - Joe - 4 27 2001
• Durable Power of Attorney - Jane - 4 27 2001
• Medical Power of Attorney - Joe - 4 27 2001
• Medical Power of Attorney - Jane - 4 27 2001

Other Legal Documents

• Declaration of Custody - Jane's brother - 6 17 2003

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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