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Heritage Tree LogoAppoint a representative payee with the SSA when estate planning

Creating an estate plan is a wise step for any Pennsylvania resident to take. Of course, some people may believe that they have completed their estate planning journey when, in reality, they have overlooked important details that they need to address. For example, individuals need to consider their Social Security benefits and how they could be collected in the event of incapacitation.

Many people may think that they do not have to worry about this issue because they have appointed a financial power of attorney agent who can handle all of their financial affairs. However, this line of thinking is not entirely correct because the Social Security Administration does not recognize the authority of power of attorney agents. So what can be done?

Fortunately, the SSA does allow for individuals who are receiving payments or who are claiming payments to appoint a representative payee. This person has the ability to collect Social Security benefits on behalf of the accountholder, but the SSA has to approve the candidate and ensure that he or she suits the position. It is possible to appoint up to three people as representative payees, which may be wise to do in case the first candidate cannot perform necessary duties.

It is easy for details like this to escape the notice of many people who are estate planning because it is such a small detail. However, small details are important to ensuring that transitions go smoothly in the event of incapacitation, so Pennsylvania residents may want to go over such information with knowledgeable attorneys. These legal professionals can ensure that every aspect of a comprehensive estate plan is addressed.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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