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 San Bernardino California Life Documents Planning Package is a comprehensive legal package that encompasses essential documents such as the Will, Power of Attorney, and Living Will. It offers residents of San Bernardino, California, the opportunity to proactively plan and protect their assets, healthcare decisions, and estate distribution. The Will is a crucial component of this planning package. It enables individuals to outline their wishes regarding the distribution of their assets and properties after their death. By creating a legally binding Will, residents of San Bernardino can ensure that their estate is allocated according to their desires, benefiting their loved ones and avoiding potential conflicts. The Power of Attorney, another vital document included in the package, grants individuals the ability to appoint another person to act on their behalf in legal and financial matters. This authorized representative, known as the attorney-in-fact or agent, can make decisions and sign documents on behalf of the individual, particularly in situations where they are incapacitated or unable to act independently. The Living Will, also known as an Advance Health Care Directive, is a key element of the San Bernardino Life Documents Planning Package. This document allows individuals to outline their preferences for medical treatment and end-of-life decisions. By creating a Living Will, residents can designate someone to make healthcare decisions on their behalf and specify their desired medical treatments or interventions. Additionally, within the San Bernardino Life Documents Planning Package, there may be variations or additional options tailored to meet specific needs. These may include: 1. Trusts: Living Trusts or Revocable Trusts are often recommended to residents within the package. Trusts allow individuals to transfer assets and properties into a trust entity, ensuring more comprehensive estate planning, privacy, and potential tax advantages. 2. Medical Power of Attorney: Some packages may include a separate medical power of attorney, which specifically designates someone to make medical decisions on behalf of the individual if they become incapacitated. 3. HIPAA Authorization: This document grants the designated representative the authority to access the individual's medical records and information as permitted by the Health Insurance Portability and Accountability Act (HIPAA). By obtaining the San Bernardino California Life Documents Planning Package, individuals can be empowered to make informed decisions about their estate, healthcare, and financial matters, ensuring their wishes are respected and easing the burden on their loved ones during sensitive times.The San Bernardino California Life Documents Planning Package is a comprehensive legal package that encompasses essential documents such as the Will, Power of Attorney, and Living Will. It offers residents of San Bernardino, California, the opportunity to proactively plan and protect their assets, healthcare decisions, and estate distribution. The Will is a crucial component of this planning package. It enables individuals to outline their wishes regarding the distribution of their assets and properties after their death. By creating a legally binding Will, residents of San Bernardino can ensure that their estate is allocated according to their desires, benefiting their loved ones and avoiding potential conflicts. The Power of Attorney, another vital document included in the package, grants individuals the ability to appoint another person to act on their behalf in legal and financial matters. This authorized representative, known as the attorney-in-fact or agent, can make decisions and sign documents on behalf of the individual, particularly in situations where they are incapacitated or unable to act independently. The Living Will, also known as an Advance Health Care Directive, is a key element of the San Bernardino Life Documents Planning Package. This document allows individuals to outline their preferences for medical treatment and end-of-life decisions. By creating a Living Will, residents can designate someone to make healthcare decisions on their behalf and specify their desired medical treatments or interventions. Additionally, within the San Bernardino Life Documents Planning Package, there may be variations or additional options tailored to meet specific needs. These may include: 1. Trusts: Living Trusts or Revocable Trusts are often recommended to residents within the package. Trusts allow individuals to transfer assets and properties into a trust entity, ensuring more comprehensive estate planning, privacy, and potential tax advantages. 2. Medical Power of Attorney: Some packages may include a separate medical power of attorney, which specifically designates someone to make medical decisions on behalf of the individual if they become incapacitated. 3. HIPAA Authorization: This document grants the designated representative the authority to access the individual's medical records and information as permitted by the Health Insurance Portability and Accountability Act (HIPAA). By obtaining the San Bernardino California Life Documents Planning Package, individuals can be empowered to make informed decisions about their estate, healthcare, and financial matters, ensuring their wishes are respected and easing the burden on their loved ones during sensitive times.
