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Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will

Category:
Personal Planning
State:
California
County:
Santa Clara
Control #:
CA-P001-PKG
Format:
Word; 
Rich Text
Instant download
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Description

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.




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  • Preview California Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview California Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview California Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview California Life Documents Planning Package, including Will, Power of Attorney and Living Will
  • Preview California Life Documents Planning Package, including Will, Power of Attorney and Living Will

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How to fill out California Life Documents Planning Package, Including Will, Power Of Attorney And Living Will?

If you have previously employed our service, Log In to your account and download the Santa Clara California Life Documents Planning Package, which includes a Will, Power of Attorney, and Living Will to your device by clicking the Download button. Ensure that your subscription is active. If it is not, renew it according to your chosen payment plan.

If this is your initial encounter with our service, follow these straightforward steps to obtain your document.

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  1. Ensure you’ve found an appropriate document. Review the details and use the Preview option, if accessible, to confirm it aligns with your requirements. If it falls short, use the Search feature above to discover the suitable one.
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FAQ

Yes, a living will can override a power of attorney in medical situations, particularly regarding end-of-life decisions. If you have specified your wishes clearly in your living will, those wishes should take precedence over any directives given by your power of attorney. The Santa Clara California Life Documents Planning Package helps you integrate these important legal documents seamlessly. This ensures that your medical preferences are followed, offering you peace of mind.

In many situations, a living will expresses your specific wishes about medical treatment, which a power of attorney must follow. Hence, the Santa Clara California Life Documents Planning Package ensures that all parties understand your desires. If the living will conflicts with the decisions made by your designated power of attorney, the living will usually take precedence in medical scenarios. This combination provides comprehensive planning for your needs.

A living will and a power of attorney serve different functions, particularly regarding healthcare decisions. The Santa Clara California Life Documents Planning Package includes both documents to provide clarity. Generally, if a living will is in place, it guides healthcare providers regarding your wishes. However, a power of attorney can still make decisions unless the living will clearly outlines your preferences.

In terms of decision-making authority, a power of attorney often holds more power during your lifetime. A will, included in the Santa Clara California Life Documents Planning Package, comes into play after your death, dictating how your assets should be distributed. However, both documents serve distinct purposes. A power of attorney allows someone to make financial or medical decisions on your behalf while you are alive, while a will only takes effect posthumously.

Suze Orman emphasizes the importance of having a Will, Power of Attorney, Living Will, and a Healthcare Proxy. These documents form the foundation of a solid estate plan. By utilizing the Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will, you ensure you have all the necessary tools to protect yourself and your family, aligning with Orman’s expert advice.

The 5 D's of estate planning are: Death, Disability, Divorce, Declining Health, and Diminished Capacity. Each of these aspects requires careful attention to ensure your estate plan is effective and your wishes are honored. By using the Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will, you can create a robust plan that addresses each of these D's and safeguards your legacy.

The 5 by 5 rule refers to a strategy that allows the beneficiary to withdraw up to $5,000 from a trust each year without penalties. This rule provides flexibility and can help beneficiaries manage their inheritance more effectively. If you establish a comprehensive estate plan with the Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will, you can incorporate this rule to further tailor your estate plan.

It's essential to keep your estate plan documents organized and easily accessible. Store your Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will, in a secure location like a safe or a fireproof box. Additionally, routinely review and update your documents to reflect any changes in your life circumstances.

In California, a power of attorney does not require recording to be valid. However, certain institutions may ask for a recorded copy to ensure its authenticity. If you use the Santa Clara California Life Documents Planning Package, including Will, Power of Attorney and Living Will, you will receive clear instructions on how to best handle your documents to avoid any potential issues.

To write your own living will, begin by outlining your preferences for medical care in various situations. Be clear and specific about your wishes, including whether you want life-sustaining treatments or pain relief options. Utilize the Santa Clara California Life Documents Planning Package, which offers templates and guidance to ensure your living will reflects your intentions accurately.

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