Family Legacy Services

Planning for potential incapacitation

You'll want to plan ahead in case you become unexpectedly incapacitated. Here's how to enable a family member to step in for you.

We're here to help. Talk with your Vanguard team.

Call 800-860-8392

Points to know

  • Familiarize yourself with a few important documents and designations that'll help you prepare for health issues later on.
  • Distribute copies of the documents to the people who will carry out your wishes.

Arranging for a loved one to manage your affairs

These documents enable you to make decisions about potential health issues or empower a loved one to make decisions on your behalf if you become incapacitated.

Durable power of attorney

A durable power of attorney (POA) is a document appointing an agent or attorney-in-fact to have access to and oversight over your financial affairs. A durable power of attorney remains in effect even if the person granting it becomes incapacitated.

Many financial institutions have their own authorizations for this purpose. For example, Vanguard will accept an attorney-drafted POA, but for our clients' convenience, we offer our Full Agent Authorization.

Access our Full Agent Authorization form

Health care proxy

A health care proxy (also known as a health care surrogate or health care power of attorney) designates someone to make decisions about your medical care if you're unable to do so.

You should provide a copy of your health care proxy to the person designated as your agent.

Living will

A living will (advanced medical directive) provides instructions to your physician about the types of life-sustaining treatment you do or don't want if you're unable to communicate those decisions yourself.

Make sure your family has a copy, and place a copy on file with your health care providers. You may also want to carry a copy with you.

Get more from Vanguard

✓ Custom financial plan

✓ Ongoing portfolio management

✓ Investment coaching

✓ Real-time goal tracking

✓ All at a low cost

 

Reach your goals with advice from Vanguard

Get more from Vanguard

✓ Custom financial plan

✓ Ongoing portfolio management

✓ Investment coaching

✓ Real-time goal tracking

✓ All at a low cost

 

Reach your goals with advice from Vanguard

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The people involved in your estate plan

Get to know the roles and responsibilities of the people involved in estate planning.

Create a lasting legacy through estate planning

You've worked hard to accumulate your assets. Now make sure they'll go to the people or organizations that mean the most to you.

What are your goals for your wealth?

Estate planning doesn't have to be difficult. Start with a clear purpose, and we'll guide you to a plan that meets your family's needs.

Vanguard family legacy services

We're here to help. Talk with your Vanguard team.

Call 800-860-8392


View your account or schedule time to talk with your relationship team.

Vanguard family legacy services

We're here to help. Talk with your Vanguard team.

Call 800-860-8392


View your account or schedule time to talk with your relationship team.