California Personal Planning Packages

California Essential Legal Life Documents for Baby Boomers
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This package contains essential legal documents for Baby Boomers who desire to address important legal issues relevant to a later stage of life.The documents in this package are State Specific and include the following:

1.) A Will that meets your specific needs;

2.) An Advance Health Care Directive;

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.

Purchase this package and save up to 40% over purchasing the forms separately!

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