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 Inglewood California Life Documents Planning Package is a comprehensive set of legal documents designed to provide individuals in Inglewood, California, with peace of mind and ensure their wishes are respected in times of incapacitation or death. This package includes essential legal instruments such as a Will, Power of Attorney, and Living Will. 1. Will: A Will is a crucial component of the Inglewood California Life Documents Planning Package. It enables individuals to express their preferences regarding the distribution of their assets, appointment of guardians for minors, and selection of an executor to administer their estate. It ensures that the person's wishes are followed after their passing. 2. Power of Attorney: The Power of Attorney document is another essential aspect of the Inglewood California Life Documents Planning Package. It grants an individual, known as the "principal," the authority to appoint someone they trust, referred to as the "agent" or "attorney-in-fact," to handle legal, financial, and healthcare matters on their behalf if they become unable to do so due to a physical or mental incapacity. 3. Living Will: The Living Will, also known as an Advance Healthcare Directive, is a vital component of the planning package. It allows individuals to outline their desires regarding medical treatments and end-of-life decisions, including the use of life-support systems or the refusal thereof. By clearly articulating their intentions, individuals ensure their preferences are respected, even when they cannot communicate them personally. In addition to the primary Inglewood California Life Documents Planning Package described above, there may be different variations or options available to cater to individuals with specific needs or circumstances. Some potential modifications may include: — Joint Will: Intended for couples, this type of Will allows partners to draft a single document expressing their shared wishes and stipulating distribution of assets when both parties pass away. — Durable Power of Attorney: This variant grants the appointed agent the authority to act on behalf of the principal even after they become mentally incapacitated. It ensures continuity in decision-making and legal representation. — Limited Power of Attorney: While the general Power of Attorney grants broad authority to the agent, the limited version is designed for specific purposes or a particular period. Individuals can designate someone to handle limited legal matters during their absence or for a defined timeline. — Supplemental Needs Trust: This trust document can be included in the planning package to provide financial support for a loved one with disabilities without jeopardizing their eligibility for public assistance programs. These variations and additional documents can be tailored as per the individual's requirements and in compliance with the laws of Inglewood, California. It is recommended to consult with a qualified attorney specializing in estate planning to ensure all legal formalities and specifications are addressed accurately.The Inglewood California Life Documents Planning Package is a comprehensive set of legal documents designed to provide individuals in Inglewood, California, with peace of mind and ensure their wishes are respected in times of incapacitation or death. This package includes essential legal instruments such as a Will, Power of Attorney, and Living Will. 1. Will: A Will is a crucial component of the Inglewood California Life Documents Planning Package. It enables individuals to express their preferences regarding the distribution of their assets, appointment of guardians for minors, and selection of an executor to administer their estate. It ensures that the person's wishes are followed after their passing. 2. Power of Attorney: The Power of Attorney document is another essential aspect of the Inglewood California Life Documents Planning Package. It grants an individual, known as the "principal," the authority to appoint someone they trust, referred to as the "agent" or "attorney-in-fact," to handle legal, financial, and healthcare matters on their behalf if they become unable to do so due to a physical or mental incapacity. 3. Living Will: The Living Will, also known as an Advance Healthcare Directive, is a vital component of the planning package. It allows individuals to outline their desires regarding medical treatments and end-of-life decisions, including the use of life-support systems or the refusal thereof. By clearly articulating their intentions, individuals ensure their preferences are respected, even when they cannot communicate them personally. In addition to the primary Inglewood California Life Documents Planning Package described above, there may be different variations or options available to cater to individuals with specific needs or circumstances. Some potential modifications may include: — Joint Will: Intended for couples, this type of Will allows partners to draft a single document expressing their shared wishes and stipulating distribution of assets when both parties pass away. — Durable Power of Attorney: This variant grants the appointed agent the authority to act on behalf of the principal even after they become mentally incapacitated. It ensures continuity in decision-making and legal representation. — Limited Power of Attorney: While the general Power of Attorney grants broad authority to the agent, the limited version is designed for specific purposes or a particular period. Individuals can designate someone to handle limited legal matters during their absence or for a defined timeline. — Supplemental Needs Trust: This trust document can be included in the planning package to provide financial support for a loved one with disabilities without jeopardizing their eligibility for public assistance programs. These variations and additional documents can be tailored as per the individual's requirements and in compliance with the laws of Inglewood, California. It is recommended to consult with a qualified attorney specializing in estate planning to ensure all legal formalities and specifications are addressed accurately.
