You’ve booked the flights, packed your bags, and set your out-of-office reply. But before you head off on your summer getaway, there’s one more important checklist to complete—your legal travel prep.
Whether you’re traveling solo, with your partner, or as a family, making sure your estate and emergency documents are in order can bring priceless peace of mind while you’re away. Here are five simple legal steps to take before takeoff:
1. Review Your Estate Plan
Take a quick look at your will or trust. Are your named beneficiaries still correct? Does your plan reflect your current wishes, assets, and family dynamics?
Even if everything seems in order, a quick review with your attorney before you travel can catch any updates you might need—especially if it’s been a few years.
2. Confirm Powers of Attorney Are Current
If something unexpected happens while you’re abroad or out of reach, who can step in to handle finances or healthcare decisions?
Make sure your Durable Power of Attorney (for financial matters) and Advance Healthcare Directive (for medical decisions) are up to date and that your agents are still the right people for the job. You might even consider sharing copies with those individuals before your trip.
3. Prepare Temporary Guardianship Forms (if you have minor children)
If your kids are staying with grandparents, friends, or a nanny while you’re away, put a temporary guardianship authorization in place. This allows their caregiver to make medical and emergency decisions in your absence—and avoids unnecessary complications.
Even if it’s just a weekend getaway, this small step can make a big difference in an emergency.
4. Don’t Forget Your Young Adult Children
Once your child turns 18, you no longer have automatic access to their medical or financial records—even in an emergency.
If your college-aged child is traveling with you or on their own, have them complete a HIPAA authorization, Power of Attorney, and Advance Healthcare Directive. These documents let you step in if they get sick, injured, or need help while away from home.
5. Double-Check Beneficiary Designations
Your estate plan is only part of the puzzle. Make sure the beneficiaries listed on your life insurance policies, retirement accounts, and bank accounts are aligned with your current intentions—and match your legal documents.
This quick review helps prevent confusion, delays, or unintended consequences.
Travel Smart—With Peace of Mind
Vacations should be about relaxation, not worry. Taking care of these simple legal steps before you go ensures that no matter what happens, you and your loved ones are protected.
Need help reviewing or preparing any of these documents before you travel? We’re happy to assist.
Schedule a quick check-in today and travel with confidence.
