The Legal Life Documents Personal Planning Package contains essential life documents, information on how to organize life documents and other products. The documents in this package are State Specific.
This package contains the following forms:
1. Last Will
2. General Durable Power of Attorney for Property and Finances Effective Immediately
3. Statutory Durable Power of Attorney for Health Care including living will
4. Uniform Statutory Power of Attorney - Property - Finances - Section 4401
5. Statutory Notice Required for Printed Durable POA Forms
6. Estate Planning Questionnaire and Worksheets
Bonus financial forms!
7. Personal Planning Information and Document Inventory Worksheets
Detail Information on each form:
1. Last Will - Complete this form to detail in writing your wishes regarding who is to receive your property at death and who will administer your estate. It also enables you to appoint trustees or guardians, if applicable.
2. General Durable Power of Attorney for Property and Finances Effective Immediately - This General Durable Power of Attorney is a general, durable power of attorney which is effective IMMEDIATELY. The powers granted to an Agent in this Power of Attorney are very broad. This Power of Attorney does NOT provide for health care services. This form complies with all applicable state statutory laws.
3. Statutory Durable Power of Attorney for Health Care - This form is a durable power of attorney for health care pursuant to California Probate Code Section 4701. The principal must list his/her desires, special provisions, and limitations. The principal may also use this form if he/she wants to limit the term of the durable power of attorney.
4. Uniform Statutory Power of Attorney - Property - Finances - Section 4401 - This form is a Uniform Statutory Form of Power of Attorney for California for property, finances and other powers you specify. It also provides that it can be durable.
5. Statutory Notice Required for Printed Durable POA Forms - This Notice is required on a printed form of a durable power of attorney that is sold or otherwise distributed in California for use by a person who does not have the advice of legal counsel. It shall be in not less than 10-point boldface type or a reasonable equivalent. This notice is not required for the Uniform Statutory Power of Attorney form.
6. Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.
7. Personal Planning Information and Document Inventory Worksheets - 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.
The Fullerton California Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a will, power of attorney, and living will. This package is designed to help individuals in Fullerton, California, plan for potential future scenarios and ensure that their wishes are respected and followed. The will included in the Fullerton California Life Documents Planning Package allows individuals to specify how their assets and properties should be distributed after their passing. It ensures that loved ones are taken care of according to their wishes and can prevent potential family disputes or legal complications. By having a legally binding will, individuals can have peace of mind knowing that their estates will be handled as they see fit. The power of attorney document is another crucial component of the Fullerton California Life Documents Planning Package. This document enables individuals to designate a trusted person, known as the attorney-in-fact or agent, to make legal and financial decisions on their behalf if they become incapacitated or unable to make decisions themselves. By granting power of attorney, individuals can ensure that their affairs will be managed by someone they trust, avoiding potential mismanagement or exploitation. Moreover, the Fullerton California Life Documents Planning Package also includes a living will, also known as an advance healthcare directive or medical power of attorney. This document allows individuals to specify their desires regarding medical treatment and end-of-life care in the event that they become unable to communicate or make decisions regarding their own healthcare. The living will enables individuals to outline their preferences for life-sustaining treatments, resuscitation measures, pain management, and organ donation, among other considerations. By offering these essential legal documents in a single package, the Fullerton California Life Documents Planning Package ensures that individuals have customized plans in place for their estates, legal decision-making, and healthcare preferences. It provides peace of mind and empowers individuals to make important decisions that align with their values and beliefs. It's worth noting that there might be variations or additional options available within the Fullerton California Life Documents Planning Package, tailored to specific requirements or circumstances. These variations could include options such as a special needs trust, guardianship designation for minor children, or specific instructions for burial or funeral arrangements. However, it's advised to consult with legal professionals or estate planning specialists to determine the most suitable package or additional documents based on individual needs and preferences.
