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Local attorney outlines five estate-planning papers residents should have
Summary
An interactive session at the Orange County Community Conference explained durable powers of attorney, health‑care surrogates, living wills, last wills and trusts, and tools (Lady Bird deeds, revocable living trusts) to avoid probate and protect assets.
Attorney Sean R. H. Smith led a practical, audience-driven workshop on estate planning that focused on five core documents and options residents often overlook.
Smith said three documents primarily help while a person is alive — a general power of attorney, a durable power of attorney (DPOA), and a health-care surrogate — while two documents typically take effect at death, a last will and testament and a revocable living trust (which can avoid probate). He explained that…
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