District of Columbia Elder Law Questionnaire

State:
Multi-State
Control #:
US-Q1013
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in an elder law matter, such as wills, asset protection, disability planning, and more. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


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FAQ

The best time to hire an elder law attorney is before you need one. That way, your elder law attorney can plan for upcoming events, such as before going into assisted living or losing the ability to make financial decisions.

(b) A power of attorney executed under this chapter is not valid unless it is acknowledged before a notary public or other individual authorized by law to take acknowledgment. (Feb. 23, 2023, D.C. Law 24-236, § 2(d), 69 DCR 14660.)

Other Questions - Does a will need to be notarized? No. Under the law in the District of Columbia, the will must be in writing, signed by the testator, and attested and signed by at least 2 credible witnesses in the presence of the testator.

Anyone over age 60 in the following states can get free legal advice over the phone at these numbers: California: 800-222-1753. 916-551-2140.

The POA cannot transfer the responsibility to another Agent at any time. The POA cannot make any legal or financial decisions after the death of the Principal, at which point the Executor of the Estate would take over. The POA cannot distribute inheritances or transfer assets after the death of the Principal.

If you are 65 or older, consulting an elder law attorney now can help you prevent that stress. An attorney can help you plan ahead for: Establishing who will make personal, financial, and medical decisions for you if you become unable to make them for yourself.

For most people, the best option is to have a general durable power of attorney because it gives your agent broad powers that will remain in effect if you lose the ability to handle your own finances. An attorney can customize a general POA to limit powers even more?or add powers, Berkley says.

Washington D.C. power of attorney forms allows you to appoint someone else to make financial or medical decisions on your behalf. Depending on the form selected, it is required to be signed in the presence of a notary public. After signing, the form may be used immediately by the agent.

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District of Columbia Elder Law Questionnaire