Wills & Estates

The Legal Checklist for Travellers

TGB Wills and Estates Lawyer Fiona Fagan has written a handy checklist for travellers outlining the important legal documents and plans which need to be addressed prior to going on a holiday.

TGB Wills and Estates Lawyer Fiona Fagan has written a handy checklist for travellers outlining the important legal documents and plans which need to be addressed prior to going on a holiday.


 

When you’re planning a holiday there are a few things that are always checked prior to departure, the bags are packed, the flights are booked and the accommodation is organised. Most people will also take out travel insurance in order to financially protect their travel plans and possessions.

However, there are three critical things that are often neglected by travellers which, if left unchecked, could have a significant impact if something unfortunate occurs whilst you travel.

– Have you appointed a Legal and Financial Authority (Enduring Power of Attorney)?

– Have you appointed a Health & Lifestyle Authority (Advanced Care Directive)?

– Do you have a valid Will in place?

Considering these documents prior to going on a holiday overseas or for a significant period of time is essential and a lawyer can quite quickly and simply prepare them for you.

Legal & Financial Authority (Enduring Power of Attorney)

What would you do if the bank blocked your access to your accounts or a water pipe blows in your home whilst you are away on holiday? An Enduring Power of Attorney is a legal and financial authority ensuring that the person you appoint will have the authority to resolve these issues on your behalf. For example, to contact the bank or correspond with government organisations.

Health & Lifestyle Authority (Advanced Care Directive)

What if you are injured on your trip and important decisions need to be made about your health? An Advance Care Directive (ACD) allows you to authorise another person or people to make medical and lifestyle decisions on your behalf if you become unable to make those decisions for yourself. This document is recognised overseas or interstate and is extremely important if you find yourself in a situation where you have to be admitted to hospital or undergo an operation.

Your Will

Should the unthinkable happen whilst you’re travelling it is essential to have a valid Will in place. Having a valid Will is the best way you can ensure that your personal effects and assets will be distributed in the way that you want them to be following your death.

Having these documents organised before you go away will ensure you have peace of mind and can relax whilst enjoying your vacation.

For further information or assistance in preparing these documents, contact Wills and Estates Lawyer Fiona Fagan at your nearest TGB location.

On August 1, 2017, the Relationships Register commenced in South Australia, giving greater legal recognition to LGBTQI and de facto relationships. To find out how the Register impacts your will click here.