Portrait Health Advocacy Competency Evaluations
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Wills, Trusts, and Guardianships
TIME TO UPDATE YOUR WILL?Updating your Will may be more important now than ever. You may be at substantial risk if your competency is challenged after your death.
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Protect yourself today with a Certification of Competency
You Need a Certificate of Competency if...
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You have a personal or family history of:
• Alzheimer’s Disease • Parkinson’s Disease • Dementia • Depression • Anxiety • Schizophrenia • Stroke • Learning Disabilities (ADHD, Asperger’s) • Drug Dependency or Addiction Or are diagnosed with a: • Chronic Disease • Terminal Disease • Debilitating Infirmity |
Your Will contains elements someone might challenge:
• A former spouse • A brother or sister • A son or daughter • A grandchild • A non-related caregiver • A disgruntled family member • An estranged relative • A domestic partner • An ex son-in-law or ex daughter-in-law Talk to your Attorney today
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A Lawyer’s Job is to protect his client and assure that his client’s wishes are fulfilled. By recommending certification to each client who meets a specific “at risk” profile, the lawyer is taking appropriate steps to ensure that the Will he prepared for his client will not be successfully challenged on competency. It is important to confirm competency early in the client’s senior years.
The Portrait Health Competency Evaluation Team includes Medical Professionals and Clinical Psychologists who evaluate a person's cognitive functioning, memory capacity and reasoning capability. These factors are important in determining whether an individual is competent to execute a Will, to determine medical directives relating to long-term care, or create a trust.
A Certificate of Competency
Your Best Protection!
A Portrait Health Competency evaluation is made up of several parts:
1. A comprehensive review of your psychological and medical
health records
2. A medical review of your medications for potential effects on
memory and decision making
3. An interview lasting approximately 90-minutes with a Portrait
Health Clinical Psychologist trained and experienced in
Competency determinations
4. Standardized testing to provide quantitative data regarding
competency
5. A Final report containing a Certificate of Competency and
supporting detail to ensure that the finding of competency is
fully defended
health records
2. A medical review of your medications for potential effects on
memory and decision making
3. An interview lasting approximately 90-minutes with a Portrait
Health Clinical Psychologist trained and experienced in
Competency determinations
4. Standardized testing to provide quantitative data regarding
competency
5. A Final report containing a Certificate of Competency and
supporting detail to ensure that the finding of competency is
fully defended
