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

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US-00PPF
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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 Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document
  • Preview Personal Planning Information and Document Inventory Worksheets - A Legal Life Document

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FAQ

A living document, also known as an evergreen document or dynamic document, is a document that is continually edited and updated.

Five Must-Have Legal DocumentsGuardianship Documents.Health Care Power of Attorney.Financial Power of Attorney.Living Will.Last Will and Testament.U.S. Legal Services Can Help!

What is a Life File? It is a file that contains all your important and updated information and documentation that might be needed in the event of an accident, emergency or death. Such a file should include; Important information (e.g. name and contact details of spouse, doctor, employer, executor etc.)

Living Will. A will is one of the most common documents you hear about when it comes to end-of-life planning.Last Will and Testament.Living Trust.Letter of Intent.Financial Power of Attorney.Health Care Power of Attorney.Letter of Competency.Organ Donor Card.More items...?

The Estate Planning Must-HavesWill/trust.Durable power of attorney.Beneficiary designations.Letter of intent.Healthcare power of attorney.Guardianship designations.

Here are the four most common end-of-life documents you should have.Last Will and Testament a.k.a. Will.Durable Power of Attorney.Durable Healthcare Power of Attorney a.k.a. Medical Power of Attorney.Living Will a.k.a. Advance Directive.

A comprehensive estate plan includes four estate planning documents. These documents include a will, a financial power of attorney, an advance care directive, and a living trust.

Here's a start to your list:Medical Documents.Bank account numbers, both checking and savings.Insurance policies.Investment account details.Safe deposit box keys.Social security card and other identification like birth certificates and passports.Utility and other monthly billing information.More items...?

5 Essential Estate Planning DocumentsLast Will and Testament. This legal document is the foundation for a successful estate plan.Living Trust.Durable Power of Attorney (POA)Healthcare Power of Attorney (POA)Living Will.

This online program includes the tools to build your four "must-have" documents:Will.Revocable Trust.Financial Power of Attorney.Durable Power of Attorney for Healthcare.

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