As summer approaches, many families are focused on booking flights, packing bags, and finalizing travel itineraries. But while you’re making sure you’ve got your sunscreen and passport, there’s another essential item that should be on your pre-travel checklist: your estate plan. It may not feel urgent, but failing to get your legal documents in order before a vacation could leave your loved ones vulnerable to unnecessary stress—or worse—should the unexpected happen while you’re away.
Life doesn’t pause while you’re on vacation. Accidents, illnesses, and emergencies can happen anywhere and at any time. Having a valid estate plan in place is one of the most responsible—and caring—steps you can take before boarding that plane. If you’re searching online for estates lawyers near me, you’re already on the right path to protecting your family and your peace of mind.
Why Estate Planning Before Travel Matters
Without up-to-date estate documents, your family could face significant legal hurdles in the event of your sudden incapacity or death. For instance, if you were injured abroad and unable to communicate, who would have legal authority to make medical decisions on your behalf? Who would access your finances to pay bills or care for your children?
A durable power of attorney authorizes someone to manage your finances if you can’t. A healthcare directive ensures that someone you trust is empowered to make medical decisions on your behalf. If you have minor children, naming a guardian in your will is essential. Without it, a court may end up deciding who raises your children—possibly someone you would not have chosen.
Moreover, if you were to pass away unexpectedly during travel, an outdated or incomplete estate plan could trigger lengthy probate proceedings, disputes over property distribution, or even the loss of digital assets if no one has the right access information. Having a thoughtful estate plan in place ensures that your wishes are followed and that your loved ones are spared unnecessary legal battles.
Common Oversights That Cause Trouble
Many people delay estate planning because it feels complicated or time-consuming. But procrastination can result in avoidable complications. Outdated documents may list deceased or estranged individuals as beneficiaries or fiduciaries. A healthcare directive written decades ago may no longer reflect your current wishes. Many people also forget to include digital assets, such as email accounts, online banking, and cryptocurrency, which can become inaccessible without proper authorization.
If your estate plan includes a trust, it should be reviewed to confirm that assets are correctly titled in the trust’s name. If you use Payable on Death accounts, verify that the beneficiaries are current and that the account setup aligns with your overall estate plan. These small updates make a big difference when the time comes.
Benefits of Getting Your Estate Plan Done Now
Taking time to review or complete your estate plan before your summer trip can bring enormous peace of mind. It allows you to enjoy your vacation without that nagging feeling that something important is unfinished. It also gives your family clarity and direction should an emergency arise.
You may also find that this is an ideal moment to reassess your long-term intentions.
- Are the people you’ve named in your estate plan still capable of serving in the roles you’ve assigned them?
- Have your priorities changed regarding end-of-life care?
- Does your estate plan provide for the people and causes you care about most?
An experienced estate planning attorney can walk you through these questions and ensure that your documents meet legal requirements and reflect your current wishes.
Taking the First Step
The process doesn’t have to be overwhelming. A great starting point is simply reviewing your existing documents. Make note of any outdated names, missing documents, or life changes (like new family members or changes in marital status). Then, reach out to 3FG Law for professional estate planning guidance. If you’ve been wondering where to find estates lawyers near me, our local Honolulu firm is experienced in creating comprehensive, customized plans that address your family’s specific needs. Learn more about becoming a new client of 3FG Law.
An estate plan is one of the most valuable gifts you can give your loved ones. It reduces the burden during a crisis, ensures that your legacy is preserved, and empowers others to act on your behalf with legal authority and clear direction.
Estate Planning Checklist: What to Do Before You Travel
- Review existing documents: Check your will, trust, healthcare directive, and power of attorney for outdated information or missing components.
- Name or update a guardian: If you have minor children, confirm that your will includes a designated guardian.
- Assign or reaffirm decision-makers: Ensure the people you’ve named as power of attorney and executor are still the right choices.
- Address digital assets: Compile a list of important digital accounts, logins, and passwords. Make sure your digital executor knows how to access them.
- Check beneficiary designations: Review retirement accounts, life insurance, and bank accounts to ensure your beneficiaries are up to date.
- Fund your trust (if applicable): Make sure all intended assets are titled properly to avoid probate.
- Schedule a consultation: Find experienced estates lawyers near me to review your plan and make necessary updates before your trip.
- Communicate your plan: Let your trusted decision-makers know where to find your documents and what their responsibilities are.
Don’t let unfinished legal business cast a shadow over your summer break. Take a few simple but critical steps now to protect your future and enjoy your time away with confidence. If you’re ready to get started, book a call with our experienced estate planning team and check ‘estate plan’ off your to-do list!
Reference: San Francisco Bay Times (Feb. 5, 2025) “Kickstart 2025 With 5 Estate Planning Resolutions to Secure Your Future”
