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Find out about the client’s current physical and mental health, prognosis of any developing or latent condition, relevant past medical history and estimation of future health care needs, including personal care or need for medical assistance. This information may affect the viability of certain estate planning or elder law strategies.
Obtain knowledge of and, if possible, get copies of any current will, power of attorney, health care proxy, living will, revocable and irrevocable trusts, joint property, powers of appointment, long-term care insurance, Medigap insurance, life insurance, annuities, beneficial interests in a trust, rental leases as tenant or landlord, royalty rights and mineral leases.
![](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/gal_landscape_main_2_standard/public/Clients%20health_1.jpg?itok=wAVIeYuh)