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.
El Monte California Life Documents Planning Package offers comprehensive legal solutions for individuals seeking to plan their estate or make important life decisions. This package includes essential documents such as a Will, Power of Attorney, and Living Will, which are vital in ensuring that your wishes are honored and your loved ones are adequately taken care of in the event of incapacitation or passing. 1. El Monte California Last Will and Testament: This document outlines how you want your assets to be distributed after your death, designates a personal representative (executor) to carry out the distribution, and may include provisions for the care of minor children or dependents. It allows you to have control over who inherits your possessions and property, reducing potential conflicts among family members. 2. El Monte California Power of Attorney (POA): A Power of Attorney document grants legal authority to a designated person (called an agent or attorney-in-fact) to act on your behalf, make financial or medical decisions, buy or sell property, and sign legal documents if you become incapacitated. There are different types of POA's, such as General Power of Attorney (covers a broad range of decision-making) and Limited Power of Attorney (specific to a particular task or time period). 3. El Monte California Living Will: A Living Will, also known as an Advance Healthcare Directive, lets you express your healthcare wishes regarding life-sustaining treatments in the event of a severe illness or injury that leaves you incapable of communicating. It outlines decisions about medical treatments, resuscitation, extraordinary measures, and organ donation. This document gives you control over your medical care choices, providing clarity to loved ones and healthcare professionals. El Monte California also offers additional estate planning packages that cater to specific needs or preferences, including: 1. El Monte California Revocable Living Trust: A Revocable Living Trust allows you to transfer your assets into a trust that you control during your lifetime. It provides efficient management and distribution of assets, avoids probate, and maintains privacy. This package may include a Pour-Over Will, funding instructions, and successor trustee designations. 2. El Monte California Special Needs Trust: A Special Needs Trust is designed to ensure the long-term financial security of individuals with disabilities while preserving eligibility for government benefits. It allows funds to be used for supplemental needs without affecting their eligibility for programs like Medicaid or SSI. 3. El Monte California Testamentary Trust: A Testamentary Trust is established through a Will and comes into effect upon your death. It allows for the distribution of assets to beneficiaries over time or under specific conditions, such as when beneficiaries reach a certain age or achieve specific goals. This trust offers added protection for beneficiaries, managing assets on their behalf until they are ready to receive them. By utilizing the El Monte California Life Documents Planning Package, individuals can create a tailored estate plan that encapsulates their wishes, safeguards their assets, and provides peace of mind to themselves and their loved ones. Proper planning ensures that every aspect of their life is taken care of, empowering them in times of uncertainty.El Monte California Life Documents Planning Package offers comprehensive legal solutions for individuals seeking to plan their estate or make important life decisions. This package includes essential documents such as a Will, Power of Attorney, and Living Will, which are vital in ensuring that your wishes are honored and your loved ones are adequately taken care of in the event of incapacitation or passing. 1. El Monte California Last Will and Testament: This document outlines how you want your assets to be distributed after your death, designates a personal representative (executor) to carry out the distribution, and may include provisions for the care of minor children or dependents. It allows you to have control over who inherits your possessions and property, reducing potential conflicts among family members. 2. El Monte California Power of Attorney (POA): A Power of Attorney document grants legal authority to a designated person (called an agent or attorney-in-fact) to act on your behalf, make financial or medical decisions, buy or sell property, and sign legal documents if you become incapacitated. There are different types of POA's, such as General Power of Attorney (covers a broad range of decision-making) and Limited Power of Attorney (specific to a particular task or time period). 3. El Monte California Living Will: A Living Will, also known as an Advance Healthcare Directive, lets you express your healthcare wishes regarding life-sustaining treatments in the event of a severe illness or injury that leaves you incapable of communicating. It outlines decisions about medical treatments, resuscitation, extraordinary measures, and organ donation. This document gives you control over your medical care choices, providing clarity to loved ones and healthcare professionals. El Monte California also offers additional estate planning packages that cater to specific needs or preferences, including: 1. El Monte California Revocable Living Trust: A Revocable Living Trust allows you to transfer your assets into a trust that you control during your lifetime. It provides efficient management and distribution of assets, avoids probate, and maintains privacy. This package may include a Pour-Over Will, funding instructions, and successor trustee designations. 2. El Monte California Special Needs Trust: A Special Needs Trust is designed to ensure the long-term financial security of individuals with disabilities while preserving eligibility for government benefits. It allows funds to be used for supplemental needs without affecting their eligibility for programs like Medicaid or SSI. 3. El Monte California Testamentary Trust: A Testamentary Trust is established through a Will and comes into effect upon your death. It allows for the distribution of assets to beneficiaries over time or under specific conditions, such as when beneficiaries reach a certain age or achieve specific goals. This trust offers added protection for beneficiaries, managing assets on their behalf until they are ready to receive them. By utilizing the El Monte California Life Documents Planning Package, individuals can create a tailored estate plan that encapsulates their wishes, safeguards their assets, and provides peace of mind to themselves and their loved ones. Proper planning ensures that every aspect of their life is taken care of, empowering them in times of uncertainty.
