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The Three Essential
‘Refrigerator Documents’

Thanks for checking out David Carrier’s book! Below you will find three documents that, when complete, make up the bare minimum necessary planning in case of an emergency. Take a look below to learn more about each document. Then, when you’re ready, contact us or attend a complimentary LifePlan™ Workshop to understand how to cover all your bases.

Take a crucial step towards peace of mind right now by filling out these three documents.

Care Directive Questionnaire

Also known as an “Advance Directive” or “Living Will”, the Care Directive Questionnaire outlines your wishes for decisions around your care, burial, and funeral.

Funeral Representative Designation

This document is used to designate a representative to make decisions about your funeral arrangements after your death.

HIPAA Form

Designate who you would like to have access to your medical records and other information protected by the Health Insurance Portability and Accountability Act.

Find a FREE LifePlan™ Workshop Near You!

These documents are a great first step, but they are not enough! To learn how to fully protect yourself and your loved ones, sign up to attend a LifePlan™ Workshop near you.

Free Registration

Have a question right now?

Reach out anytime using the information below.

Please note that the above documents do not act in place of power of attorney documents for medical or financial decisions, nor do they give rise to an attorney-client relationship. Power of attorney documents are perhaps the most critical documents to protect you and your family, and avoid probate court in a time of crisis. They should be drafted by an experienced Estate Planning attorney. 

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