Estate Planning, Probate and Aministration Law Firm

Choosing an agent under a Power of Attorney or an Advance Directive is one of the most important decisions in your estate plan. This person may have legal authority over your finances, property, and medical decisions. Use this checklist to evaluate whether someone is truly prepared to serve in this role.

	Confidently evaluate who you can trust to serve as your agent
	Assess financial responsibility, legal readiness, and decision-making ability
	Key safeguards to help you prevent conflicts of interest, abuse of authority, and family disputes.

Ensure your agent understands their responsibilities under Georgia law

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Estate Planning, Probate and Administration Law Firm

•829 Fairways Court, Suite 210, Stockbridge, GA 30281 • Office: 678-855-6002 • Fax: 678-825-8891

• Website: millenialestateplanning.com • Facebook & Instagram: @thompsonmungofirm