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This package contains the following forms:
(1) Last Will
(2) General Durable Power of Attorney
(3) Statutory Health Care Power of Attorney
(4) Estate Planning Questionnaire and Worksheets
(5) Personal Planning Information and Document Inventory Worksheets
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 Health Care Power of Attorney - With this Health Care Power of Attorney form you may appoint a person to make health care decisions for you when you are not capable of making the decision. This form also contains living will provisions for life support treatment and provisions for making anatomical gifts.
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.
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