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 Corona California Life Documents Planning Package is a comprehensive legal service aimed at assisting individuals in Corona, California, in preparing essential life documents. This package includes three crucial documents: the Will, Power of Attorney, and Living Will. These documents are designed to protect one's interests and express their wishes in the event of incapacitation or passing. The Will, also known as a Last Will and Testament, is a legal document used to specify how a person's assets and property should be distributed after their death. It allows individuals to name beneficiaries, guardians for minor children, and even allocate specific gifts or donations. By creating a Will, Corona residents can ensure that their wishes regarding their estate are followed, bringing peace of mind to both themselves and their loved ones. The Power of Attorney is another key document included in the Corona California Life Documents Planning Package. This document empowers individuals to grant another person, known as the agent or attorney-in-fact, the authority to make financial and legal decisions on their behalf. Corona residents can specify the extent of the power granted and the duration of the authority, providing essential flexibility in managing their affairs, particularly in situations where they may be unable to do so themselves. Lastly, the Living Will, also referred to as an Advance Healthcare Directive, focuses on an individual's healthcare preferences and decisions. This document outlines medical treatments, procedures, and interventions that a person wishes to receive or refuse in case they become incapable of communicating their desires. By detailing their healthcare preferences, Corona residents can ensure that their values and beliefs regarding medical treatments are respected and followed. Corona California Life Documents Planning Package comes with different options tailored to individuals' unique needs. Some variations may include specialized clauses or additional documents like healthcare power of attorney, which designates a specific person to make healthcare decisions on behalf of the individual. Other variations may include durable power of attorney, ensuring that the designated agent's authority remains in effect even if the person becomes mentally incapacitated. In summary, the Corona California Life Documents Planning Package offers residents in Corona a comprehensive solution for safeguarding their interests and expressing their wishes regarding estate distribution, financial and legal decision-making, and healthcare preferences. By preparing a Will, Power of Attorney, and Living Will, individuals can have a sense of certainty and control over critical aspects of their lives, even during unforeseen circumstances.The Corona California Life Documents Planning Package is a comprehensive legal service aimed at assisting individuals in Corona, California, in preparing essential life documents. This package includes three crucial documents: the Will, Power of Attorney, and Living Will. These documents are designed to protect one's interests and express their wishes in the event of incapacitation or passing. The Will, also known as a Last Will and Testament, is a legal document used to specify how a person's assets and property should be distributed after their death. It allows individuals to name beneficiaries, guardians for minor children, and even allocate specific gifts or donations. By creating a Will, Corona residents can ensure that their wishes regarding their estate are followed, bringing peace of mind to both themselves and their loved ones. The Power of Attorney is another key document included in the Corona California Life Documents Planning Package. This document empowers individuals to grant another person, known as the agent or attorney-in-fact, the authority to make financial and legal decisions on their behalf. Corona residents can specify the extent of the power granted and the duration of the authority, providing essential flexibility in managing their affairs, particularly in situations where they may be unable to do so themselves. Lastly, the Living Will, also referred to as an Advance Healthcare Directive, focuses on an individual's healthcare preferences and decisions. This document outlines medical treatments, procedures, and interventions that a person wishes to receive or refuse in case they become incapable of communicating their desires. By detailing their healthcare preferences, Corona residents can ensure that their values and beliefs regarding medical treatments are respected and followed. Corona California Life Documents Planning Package comes with different options tailored to individuals' unique needs. Some variations may include specialized clauses or additional documents like healthcare power of attorney, which designates a specific person to make healthcare decisions on behalf of the individual. Other variations may include durable power of attorney, ensuring that the designated agent's authority remains in effect even if the person becomes mentally incapacitated. In summary, the Corona California Life Documents Planning Package offers residents in Corona a comprehensive solution for safeguarding their interests and expressing their wishes regarding estate distribution, financial and legal decision-making, and healthcare preferences. By preparing a Will, Power of Attorney, and Living Will, individuals can have a sense of certainty and control over critical aspects of their lives, even during unforeseen circumstances.
