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 Bakersfield California Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. It is crucial for individuals residing in Bakersfield, California, to have these documents in place to ensure their wishes are followed regarding their assets and healthcare decisions. 1. Last Will and Testament: The Last Will and Testament component of the Life Documents Planning Package allows individuals to outline their wishes regarding the distribution of their assets upon their passing. It provides detailed instructions on how assets, properties, and personal belongings should be divided among beneficiaries, ensuring that loved ones are taken care of. 2. Power of Attorney: In the Bakersfield California Life Documents Planning Package, the Power of Attorney grants another individual the authority to make legal and financial decisions on behalf of the individual creating the document. This can be helpful in situations where someone becomes incapacitated or unable to handle their affairs, ensuring that a trusted person can act in their best interests. 3. Living Will: The Living Will is a significant component of the Bakersfield California Life Documents Planning Package, providing instructions regarding medical treatment preferences. It allows individuals to address their desires for end-of-life care, including decisions about life support, organ donation, and other specific medical interventions. Having these documents in place through the Bakersfield California Life Documents Planning Package ensures that individuals' wishes are legally recognized, provides clarity to loved ones during difficult times, and can prevent potential conflicts or misunderstandings. It is important to consult with an attorney experienced in estate planning to draft and customize these documents to fit specific circumstances. Other possible variations or additions to the Bakersfield California Life Documents Planning Package may include: — Revocable Living Trust: This legal arrangement allows individuals to transfer their assets into a trust during their lifetime, which can provide benefits such as avoiding probate, privacy, and potential tax advantages. — Advanced Healthcare Directive: Some individuals may choose to include an Advanced Healthcare Directive as part of their planning package. This document designates a healthcare agent and provides instructions regarding specific medical treatments and decisions, especially in the event of incapacitation or terminal illness. — Financial Power of Attorney: Apart from the general Power of Attorney, individuals may also include a Financial Power of Attorney, which specifically grants someone the authority to handle financial matters and make financial decisions on their behalf. Each of these additional documents serves a specific purpose and can be tailored to meet the unique needs and objectives of individuals residing in Bakersfield, California. Consulting with a qualified attorney can provide further guidance on the different options available within the Bakersfield California Life Documents Planning Package.The Bakersfield California Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. It is crucial for individuals residing in Bakersfield, California, to have these documents in place to ensure their wishes are followed regarding their assets and healthcare decisions. 1. Last Will and Testament: The Last Will and Testament component of the Life Documents Planning Package allows individuals to outline their wishes regarding the distribution of their assets upon their passing. It provides detailed instructions on how assets, properties, and personal belongings should be divided among beneficiaries, ensuring that loved ones are taken care of. 2. Power of Attorney: In the Bakersfield California Life Documents Planning Package, the Power of Attorney grants another individual the authority to make legal and financial decisions on behalf of the individual creating the document. This can be helpful in situations where someone becomes incapacitated or unable to handle their affairs, ensuring that a trusted person can act in their best interests. 3. Living Will: The Living Will is a significant component of the Bakersfield California Life Documents Planning Package, providing instructions regarding medical treatment preferences. It allows individuals to address their desires for end-of-life care, including decisions about life support, organ donation, and other specific medical interventions. Having these documents in place through the Bakersfield California Life Documents Planning Package ensures that individuals' wishes are legally recognized, provides clarity to loved ones during difficult times, and can prevent potential conflicts or misunderstandings. It is important to consult with an attorney experienced in estate planning to draft and customize these documents to fit specific circumstances. Other possible variations or additions to the Bakersfield California Life Documents Planning Package may include: — Revocable Living Trust: This legal arrangement allows individuals to transfer their assets into a trust during their lifetime, which can provide benefits such as avoiding probate, privacy, and potential tax advantages. — Advanced Healthcare Directive: Some individuals may choose to include an Advanced Healthcare Directive as part of their planning package. This document designates a healthcare agent and provides instructions regarding specific medical treatments and decisions, especially in the event of incapacitation or terminal illness. — Financial Power of Attorney: Apart from the general Power of Attorney, individuals may also include a Financial Power of Attorney, which specifically grants someone the authority to handle financial matters and make financial decisions on their behalf. Each of these additional documents serves a specific purpose and can be tailored to meet the unique needs and objectives of individuals residing in Bakersfield, California. Consulting with a qualified attorney can provide further guidance on the different options available within the Bakersfield California Life Documents Planning Package.
