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 Burbank California 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 crucial for individuals residing in Burbank, California, as they effectively plan for future possibilities, ensuring their wishes are legally documented and respected. 1. Will: The Will in the Burbank California Life Documents Planning Package is a legal document that outlines your final wishes regarding the distribution of assets, appointing guardianship for minor children, and naming an executor to handle the estate. This document ensures that your assets are distributed according to your desires after your passing. 2. Power of Attorney: The Power of Attorney is a vital component of the package, granting an appointed individual the legal authority to make financial and legal decisions on your behalf when you are unable to do so. It may include powers related to managing bank accounts, paying bills, making investments, and handling real estate matters. 3. Living Will: The Living Will is an important document that allows you to specify your medical preferences and end-of-life decisions regarding life support, resuscitation, and other medical treatments. It provides guidance to healthcare professionals and your family about your wishes when you are incapacitated and unable to communicate. The Burbank California Life Documents Planning Package may include additional documents based on individual needs and circumstances. However, the essential components typically comprise the Will, Power of Attorney, and Living Will. By availing this package, Burbank residents can ensure a methodical and legally binding plan for their assets, medical decisions, and appointed representatives. It offers peace of mind, knowing that their wishes will be respected and their loved ones will be supported during challenging times. NOTE: While these descriptions highlight the importance of the documents, it is advisable to consult a legal professional in Burbank, California, to facilitate the creation and customization of these life documents based on the specific requirements of individuals.The Burbank California 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 crucial for individuals residing in Burbank, California, as they effectively plan for future possibilities, ensuring their wishes are legally documented and respected. 1. Will: The Will in the Burbank California Life Documents Planning Package is a legal document that outlines your final wishes regarding the distribution of assets, appointing guardianship for minor children, and naming an executor to handle the estate. This document ensures that your assets are distributed according to your desires after your passing. 2. Power of Attorney: The Power of Attorney is a vital component of the package, granting an appointed individual the legal authority to make financial and legal decisions on your behalf when you are unable to do so. It may include powers related to managing bank accounts, paying bills, making investments, and handling real estate matters. 3. Living Will: The Living Will is an important document that allows you to specify your medical preferences and end-of-life decisions regarding life support, resuscitation, and other medical treatments. It provides guidance to healthcare professionals and your family about your wishes when you are incapacitated and unable to communicate. The Burbank California Life Documents Planning Package may include additional documents based on individual needs and circumstances. However, the essential components typically comprise the Will, Power of Attorney, and Living Will. By availing this package, Burbank residents can ensure a methodical and legally binding plan for their assets, medical decisions, and appointed representatives. It offers peace of mind, knowing that their wishes will be respected and their loved ones will be supported during challenging times. NOTE: While these descriptions highlight the importance of the documents, it is advisable to consult a legal professional in Burbank, California, to facilitate the creation and customization of these life documents based on the specific requirements of individuals.
