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Estate Planning Optional Religious Affiliation Questionnaire
At O’Gorman & Sandroni, P.C. we take pride in creating estate plans for clients that not only pursues optimal tax advantages but also considers clients’ individualities. By recognizing that each client is unique, we understand that some clients may have religious convictions that they want reflected in their estate plan. This concern is especially relevant to drafting living will declarations and designing the powers granted to attorneys-in-fact for health care decisions. If you want your living will declaration and durable power of attorney for health care decisions to reflect your religious concerns, please answer the following questions:
I, _________________________________ want my estate plan to reflect my religious affiliation. I practice _____________________________. If your religion has separate denominations, and you want your health care decisions made pursuant to the laws and customs of that denomination, please state your denomination: ___________________.
In the event of my incapacity, I ___do / ____do no (check one) want my attorney-in-fact to consult a clergy member or organization for health care decisions.
If you do want a clergy member or organization consulted, please state the name of the clergy member or organization you want consulted, as well as an alternative clergy member or organization.
Clergy member / organization: ______________________________________________ Telephone: ____________________________________________ Alt. Tel: ______________________________________________
If the above listed clergy member/organization is unable or unwilling to consult with your attorney-in-fact for your health care decisions, please list your alternative clergy or organization:
Clergy member / organization: ______________________________________________ Telephone: ____________________________________________ Alt. Tel: ______________________________________________ |
