California Life Documents Planning Package, including Will, Power of Attorney and Living Will

State:
California
Control #:
CA-P001-PKG
Format:
Word; 
Rich Text
Instant download

Description

The Legal Life Documents Personal Planning Package contains essential life documents, information on how to organize life documents and other products. The documents in this package are State Specific.

This package contains the following forms:

1. Last Will

2. General Durable Power of Attorney for Property and Finances Effective Immediately

3. Statutory Durable Power of Attorney for Health Care including living will

4. Uniform Statutory Power of Attorney - Property - Finances - Section 4401

5. Statutory Notice Required for Printed Durable POA Forms

6. Estate Planning Questionnaire and Worksheets

Bonus financial forms!

7. Personal Planning Information and Document Inventory Worksheets

Detail Information on each form:

1. Last Will - Complete this form to detail in writing your wishes regarding who is to receive your property at death and who will administer your estate. It also enables you to appoint trustees or guardians, if applicable.

2. General Durable Power of Attorney for Property and Finances Effective Immediately - This General Durable Power of Attorney is a general, durable power of attorney which is effective IMMEDIATELY. The powers granted to an Agent in this Power of Attorney are very broad. This Power of Attorney does NOT provide for health care services. This form complies with all applicable state statutory laws.

3. Statutory Durable Power of Attorney for Health Care - This form is a durable power of attorney for health care pursuant to California Probate Code Section 4701. The principal must list his/her desires, special provisions, and limitations. The principal may also use this form if he/she wants to limit the term of the durable power of attorney.

4. Uniform Statutory Power of Attorney - Property - Finances - Section 4401 - This form is a Uniform Statutory Form of Power of Attorney for California for property, finances and other powers you specify. It also provides that it can be durable.

5. Statutory Notice Required for Printed Durable POA Forms - This Notice is required on a printed form of a durable power of attorney that is sold or otherwise distributed in California for use by a person who does not have the advice of legal counsel. It shall be in not less than 10-point boldface type or a reasonable equivalent. This notice is not required for the Uniform Statutory Power of Attorney form.

6. Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.

7. Personal Planning Information and Document Inventory Worksheets - This form enables you to document matters relevant to your life and personal planning such as the location of your important legal documents, relatives names, contact information, medical information, financial asset inventory and more.

Free preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview
  • Form preview

How to fill out California Life Documents Planning Package, Including Will, Power Of Attorney And Living Will?

If you're searching for accurate California Life Documents Planning Package, including Will, Power of Attorney and Living Will exemplars, US Legal Forms is the thing you need; locate documents created and examined by state-accredited legal representatives. Utilizing US Legal Forms not just saves you from headaches relating to lawful paperwork; in addition, you save time and energy, and money! Downloading, printing, and submitting a proficient web template is significantly more economical than inquiring legal counsel to accomplish it for you personally.

To begin, finish your sign up process by giving your e-mail and creating a password. Follow the instructions below to make your account and get the California Life Documents Planning Package, including Will, Power of Attorney and Living Will template to remedy your issues:

  1. Utilize the Preview tool or browse the document information (if offered) to be certain that the template is the one you need.
  2. Check out its validness where you live.
  3. Click on Buy Now to create your order.
  4. Select a recommended rates program.
  5. Create your account and pay with your bank card or PayPal.
  6. Go with a handy formatting and conserve the papers.

And while, that’s it. In just a couple of easy actions you own an editable California Life Documents Planning Package, including Will, Power of Attorney and Living Will. After you make an account, all future purchases will be processed even easier. If you have a US Legal Forms subscription, just log in profile and click the Download button you see on the for’s web page. Then, when you need to use this blank once again, you'll always manage to find it in the My Forms menu. Don't spend your time and effort comparing countless forms on several web sources. Purchase accurate templates from just one secure platform!

Decorative icon for this block

Personal Planning Package

Save money and take responsibility by getting your state-specific Personal Planning Package from US Legal Forms. Simply answer a few questions, and instantly download the appropriate forms for your use case.

Trusted and secure by over 3 million people of the world’s leading companies

California Life Documents Planning Package, including Will, Power of Attorney and Living Will