This package contains the following forms:
1. Last Will
2. General Durable Power of Attorney
3. Health Care Proxy
4. Estate Planning Questionnaire and Worksheets
5. Personal Planning Information and Document Inventory Worksheets
Bonus financial forms!
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 Immediatley - 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. Health Care Proxy Living Will - This form is a Health Care Proxy, commonly known as a Living Will. You have the right to give instructions about your own health care. You also have the right to name someone else to make health-care decisions for you. This form lets you do either or both of these things. It also lets you express your wishes regarding anatomical gifts and the designation of your primary physician. If you use this form, you may complete or modify all or any part of it.
4. 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.
5. 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 Boston Massachusetts Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. These documents are specifically designed to help individuals plan for their future and make important decisions regarding their financial and healthcare matters. A Will is a legal document that outlines an individual's wishes regarding the distribution of their assets, properties, and personal belongings after their passing. This document ensures that the individual's wishes are carried out and can help avoid disputes or conflicts among family members or beneficiaries. The Power of Attorney is another crucial document included in the Life Documents Planning Package. It grants a designated person, known as the agent or attorney-in-fact, the authority to make important financial, legal, and business decisions on behalf of the individual, should they become incapacitated or unable to make decisions themselves. This document is especially important for individuals who want to ensure that their financial affairs are properly managed in case of a sudden illness, injury, or incapacitation. The Living Will, also known as an Advance Directive, is a legal document that allows individuals to express their wishes regarding medical treatment and end-of-life care if they become terminally ill, incapacitated, or unable to communicate their preferences for medical interventions. This document provides individuals with the opportunity to address issues such as life support, resuscitation, and organ donation, ensuring that their healthcare decisions align with their personal values and beliefs. In Boston, Massachusetts, there may be different types of Life Documents Planning Packages available based on an individual's specific needs and preferences. Some variations might include packages tailored for married couples or those with complex financial situations. It is important to consult with an attorney or legal professional who specializes in estate planning to determine the most suitable package for your unique circumstances. Overall, the Boston Massachusetts Life Documents Planning Package offers individuals the opportunity to proactively plan for their future, protect their assets, and ensure that their wishes are respected in terms of financial management and medical treatment decisions. These documents provide peace of mind and offer a clear roadmap for family members and loved ones during times of uncertainty and difficult situations.
