District of Columbia Estate Planning Forms - Columbia Estate Planning
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District of Columbia Personal Planning Package - Last Will, POA, Living Will, etc.
Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.
Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.
District of Columbia Living Trust Package
This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.
District of Columbia Last Will
If you only need a Will, please use the District of Columbia Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons
Estate Planning
What is estate planning?Â
The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..
What type of estate planning do I need?Â
Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.
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Washington, DC Power of Attorney – By Type
A Washington, DC Power of Attorney is a legal document that allows someone, known as the "principal," to grant another person, called the "agent," the power to make decisions and act on their behalf. There are different types of power of attorney in the District of Columbia. The General Power of Attorney grants the agent broad powers to handle various financial and legal matters. The Limited Power of Attorney only authorizes the agent to act in specific situations or for a particular period of time. The Durable Power of Attorney remains valid even if the principal becomes mentally or physically incapacitated. It is important to choose the right type of power of attorney that suits your needs and consult an attorney to ensure it is legal and valid.
How to Get Power of Attorney in Washington, DC
To get Power of Attorney in Washington, DC + in the District of Columbia, follow these steps. First, choose a trustworthy person to be your agent or attorney-in-fact. This can be a family member, friend, or a professional. Then, select the type of Power of Attorney you need, whether it's general or specific to certain tasks. Next, you and your agent must complete a Power of Attorney form, which can be found online or obtained from an attorney. Ensure that both you and your agent understand and agree to the terms stated in the form. After completing the form, it must be signed, notarized, and sometimes witnessed depending on the situation. Finally, keep a copy of the signed Power of Attorney for your records, and provide a copy to your agent. It's important to remember that Power of Attorney is a serious legal document, and it's wise to consult with an attorney to ensure that all requirements are met.
Washington, DC POA Requirements
In Washington, DC, if you want to have a Power of Attorney (POA), there are a few requirements you need to meet. First, you must be at least 18 years old and mentally capable of making decisions for yourself. You need to appoint someone as your agent, who will have the legal authority to act on your behalf. This person must also be an adult and willing to take on the responsibilities. To make your POA legally valid, you have to sign the document in front of a notary public or get it witnessed by two adult witnesses. Lastly, in the District of Columbia, it's essential to use the specific wording and follow the format set out by the law to create a valid POA document.
