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

Category:
State:
Iowa
Control #:
IA-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

4. Statutory Equivalent of Living Will or Declaration

5. Iowa Code Affidavit

6. Estate Planning Questionnaire and Worksheets

7. Personal Planning Information and Document Inventory Worksheets

Bonus financial forms!

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 Power of Attorney for Health Care is specifically provided for in the Iowa Code, Section 144B.5. Its purpose is to give the person you designate (your agent) broad powers to make health care decisions for you, including the power to require, consent to, or withdraw any type of personal care or medical treatment.



4. Statutory Equivalent of Living Will or Declaration - Statutory Declaration relating to use of life-sustaining procedures - This form allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. You are also given the option to make an anatomical gift.



5. Iowa Code Affidavit - This form is an affidavit, executed by the attorney in fact or agent stating that the attorney in fact or agent did not have, at the time of doing an act pursuant to the power of attorney, actual knowledge of the revocation or termination of the power of attorney, by death, disability or incompetence.



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.


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  • Preview Iowa Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Iowa Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Iowa Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview Iowa Life Documents Planning Package, including Will, Power of Attorney and Living Will

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Personal Planning Package

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FAQ

Living will. A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation. In determining your wishes, think about your values.

An advance directive is a set of instructions someone prepares in advance of ill health that determines his healthcare wishes. A living will is one type of advance directive that becomes effective when a person is terminally ill.

Step 1 Download Your Living Will. Download in Adobe PDF, Microsoft Word (. Step 2 Health Care Directive. Step 3 Life Support. Step 4 Life-Sustaining Treatment. Step 5 End of Life Wishes. Step 6 Medical Power of Attorney. Step 7 Witness Acknowledgment. Step 8 Notary Acknowledgment.

Even though you set out your wishes in your living will, such documents can never cover every circumstance, and the person who has a durable power of attorney for healthcare can make decisions not covered by your living will.

Issue #1: Claiming Inheritance When There's a Power of Attorney. This is a common situation where a person, who has Power of Attorney, finds out they are entitled to an inheritance.As a result, the Power of Attorney should handle all inheritance work on behalf of beneficiary with their best interests at heart.

There are two basic documents that allow you to set out your wishes for medical care: a living will and a durable power of attorney for health care. It's wise to prepare both. In some states, the living will and the power of attorney are combined into a single formoften called an advance directive.

Living will. A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation. In determining your wishes, think about your values.

You do not need a lawyer to make a living will, although you can get one from a lawyer if you prefer to. Every state has its own requirements for making a living will, so if you make one on your own, make sure you find a form that meets your state's requirements.

A Living Will must be made in writing and witnessed by at least two adults. There are additional rules for witnessing and signing a Living Will. The witnesses must be adults who affirm that you are of sound mind and that signing the Living Will is your own choice. You cannot witness your own Living Will.

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