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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.

Download Form

Funeral Representative Designation

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

Download Form

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.

Download Form

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. 

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

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“The Law Offices of David L. Carrier is an estate planning and elder law firm located in Western Michigan. Our main office is in Grand Rapids, and we have 3 other conveniently located offices in West Michigan. We specialize in medicaid crisis planning, estate planning, elder law, probate, wills and trusts.

Our Office Locations

Grand Rapids, MI

Norton Shores, MI

Holland, MI

Portage, MI

Practice Areas

Medicaid Crisis Lawyers

Estate Planning Lawyers

Elder Law Lawyers

Family Trust

Probate Lawyers

Trust Funding Center

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