Your Personal Assets For Create

Category:
State:
California
Control #:
CA-P086-PKG
Format:
Word; 
Rich Text
Instant download

Description

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!


Included in your package are the following forms:


Cash Flow Statement


Retirement Cash Flow


Personal Monthly Budget Worksheet


Personal Property Inventory


Personal Planning Information and Document Inventory Worksheets - A Legal Life Document


General Durable Power of Attorney for Property and Finances Effective upon Disability


Sample Letter for Request for Credit Report


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How to fill out California Organizing Your Personal Assets Package?

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FAQ

So, you can't just tell someone else that you want them to act as your agent over your person or over your property. All of the documents must be notarized. That means it must be signed in front of a notary public and two witnesses. Even copies of the power of attorney must be certified through the original document.

Requirements for Power of Attorney Mandates must be in writing. ... All of the documents must be notarized. ... The notary must be qualified to notarize documents in the state and parish where the mandate is executed. ... It is very important that a mandate be executed in proper form to ensure that is legal and valid.

In Louisiana, the duration of a POA is mostly determined by the terms set out in the POA document itself. This means that the POA could be set to expire on a specific date, upon the occurrence of a certain event, or when the principal becomes incapacitated or dies.

Fee Schedule Filing a Civil Action or Notice of Removal$402.00Power of Attorney$49.00Admission of attorney to practice$188.00Admission to practice pro hac vice, per attorney$100.00Duplicate certificate of admission$20.0019 more rows

Requirements for Power of Attorney Louisiana requires that all of your documents are notarized. Even copies of the power of attorney must be certified through the original document. It does not matter if your wishes will be executed in Louisiana or out-of-state.

Fee Schedule Filing a Civil Action or Notice of Removal$402.00Power of Attorney$49.00Admission of attorney to practice$188.00Admission to practice pro hac vice, per attorney$100.00Duplicate certificate of admission$20.0019 more rows

A power of attorney (POA) is a legal contract that gives a person (agent) the ability to act on behalf of someone (principal) and make decisions for them. Short answer: The principal who is still of sound mind can always override a power of attorney.

We recommend that you consult a Louisiana estate planning attorney before trusting that your documents are valid and complete. Additionally, just like any other legal document - your POA document should be written to meet your specific needs and circumstances.

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Your Personal Assets For Create