1.) A Will that meets your specific needs;
2.) A Living Will;
3.) A General Power of Attorney effective immediately;
4.) An Estate Planning Questionnaire and Worksheet;
5.) A Financial Statement for an Individual;
6.) A Personal Property Inventory sheet; and
7.) Personal Planning Information and Document Inventory Worksheets.
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A general power of attorney allows the agent to make a wide range of decisions. This is your best option if you want to maximize the person's freedom to handle your assets and manage your care. A limited power of attorney restricts the agent's power to particular assets.
How to Write a Power of Attorney FormStep 1: Designate an Agent. First, write your name and address at the top of the document (you are the principal).Step 2: Grant General Authority and Specific Authority.Step 3: Set the Duration of Power of Attorney.Step 4: Sign the Power of Attorney.
