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By Jason Carrozza

Hi Everyone, Happy Wednesday! This is an incredibly busy time of year between graduations, and field days, and all of the other end-of-school activities. So I’m here to keep you on task a little bit. This week we’re talking about your Medical Proxy.

In a previous post, we discussed the importance of creating a basic estate plan for young adults. Now, I want to talk about what you’re supposed to do with your documents after they are signed, in particular, what to do with your Medical Proxy.

Most people are so excited that they signed their estate plan that the final steps tend to be overlooked. Hey, we’re busy! I get it. However, it’s really important to store your Medical Proxy in the following places:

  1. With your primary care physician
  2. With any specialty doctors (if applicable)
  3. With the person you’ve chosen to act as your Medical Proxy
  4. Your patient portal if possible
  5. Electronically – either e-mail yourself or place a copy on the cloud in case you’re traveling
  6. Your vehicle – the chances of something happening are typically in your car!

Just because you’ve signed, does not mean that you’re done. Remember, it’s more important that these documents are accessible rather than being locked in a safe or a safety deposit box. How’d you do? Go ahead and start disseminating copies of your Medical Proxy in the aforementioned places. If you need to create a Medical Proxy or revisit your estate plan, please call us today!

Until next time,

About the Author
Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C., previously owning Carrozza Law Office, P.C., which focused on estate planning, probate administration, and business formation. He was recognized as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine in 2014, 2015, and 2016, an honor given to no more than 5% of attorneys in the state. Graduating magna cum laude from New England Law and ranked 3rd in his class, Jason completed his undergraduate degree at the University of Tampa. He gained experience in civil litigation, divorce, corporate, and insurance defense law firms before opening his practice in 2004. Jason is admitted to practice before the Massachusetts Courts, is a trained family law mediator, and a member of the Massachusetts Council on Family Mediation. He has volunteered for pro bono panels with Senior Partners For Justice, South Middlesex Legal Services, and the New Center for Legal Advocacy. Dedicated to his community, he has served in various leadership roles including vice president of the Bellingham Business Association and Master of Excelsior Lodge of Massachusetts Freemasons. He teaches Estate Planning Basics at the Tri County Continuing Adult Education program and speaks at estate planning seminars throughout the year. An avid baseball fan and history enthusiast, Jason enjoys outdoor activities and spending time with his family. He lives in Massachusetts with his wife, Katrina, and their children, Zachary and Madelyn.