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 Contra Costa California Life Documents Planning Package is a comprehensive legal solution that ensures your personal affairs and medical decisions are handled according to your wishes. This package consists of three important documents: a Will, a Power of Attorney, and a Living Will. The Will is a legally binding instrument that dictates the distribution of your property and assets upon your death. It allows you to specify who will inherit your possessions and how they should be divided. By drafting a Will, you can ensure that your loved ones are taken care of and your assets are distributed as you desire. The Power of Attorney document grants authority to a designated person (known as the agent or attorney-in-fact) to act on your behalf in financial and legal matters if you become incapacitated or unable to make decisions. This document allows the appointed agent to handle financial transactions, manage investments, pay bills, and make legal decisions on your behalf. You can choose the scope of the agent's powers and revoke the Power of Attorney whenever you wish. The Living Will, also known as an advanced healthcare directive, allows you to state your medical treatment preferences in case you are unable to communicate or make decisions about your healthcare. This document provides clear instructions regarding life-sustaining treatment, pain management, organ donation, and other medical decisions. It ensures that your medical wishes are respected and alleviates any burden on your loved ones during difficult times. In addition to the standard Contra Costa California Life Documents Planning Package, there may be specific variations or additional types available, tailored to address specific concerns or circumstances. These variations could include specialized provisions for blended families, minor children, or complex financial situations. It is recommended to consult with an attorney to determine which package best suits your individual needs. Planning for the future through the Contra Costa California Life Documents Planning Package, including the Will, Power of Attorney, and Living Will, provides peace of mind, ensuring that your intentions are legally documented and respected. It guarantees that your loved ones are taken care of, your assets are distributed according to your wishes, and your medical decisions are honored in the event of incapacity.The Contra Costa California Life Documents Planning Package is a comprehensive legal solution that ensures your personal affairs and medical decisions are handled according to your wishes. This package consists of three important documents: a Will, a Power of Attorney, and a Living Will. The Will is a legally binding instrument that dictates the distribution of your property and assets upon your death. It allows you to specify who will inherit your possessions and how they should be divided. By drafting a Will, you can ensure that your loved ones are taken care of and your assets are distributed as you desire. The Power of Attorney document grants authority to a designated person (known as the agent or attorney-in-fact) to act on your behalf in financial and legal matters if you become incapacitated or unable to make decisions. This document allows the appointed agent to handle financial transactions, manage investments, pay bills, and make legal decisions on your behalf. You can choose the scope of the agent's powers and revoke the Power of Attorney whenever you wish. The Living Will, also known as an advanced healthcare directive, allows you to state your medical treatment preferences in case you are unable to communicate or make decisions about your healthcare. This document provides clear instructions regarding life-sustaining treatment, pain management, organ donation, and other medical decisions. It ensures that your medical wishes are respected and alleviates any burden on your loved ones during difficult times. In addition to the standard Contra Costa California Life Documents Planning Package, there may be specific variations or additional types available, tailored to address specific concerns or circumstances. These variations could include specialized provisions for blended families, minor children, or complex financial situations. It is recommended to consult with an attorney to determine which package best suits your individual needs. Planning for the future through the Contra Costa California Life Documents Planning Package, including the Will, Power of Attorney, and Living Will, provides peace of mind, ensuring that your intentions are legally documented and respected. It guarantees that your loved ones are taken care of, your assets are distributed according to your wishes, and your medical decisions are honored in the event of incapacity.
