This package contains the following forms:
1. Last Will
2. Statutory Medical Durable Power of Attorney
3. General Durable Power of Attorney for Property and Finances
4. Agent's Affidavit that Power of Attorney not revoked
5. Statutory General Power of Attorney with Durable Provisions
6. Health Care Directive
7. Estate Planning Questionnaire and Worksheets
8. Personal Planning Information and Document Inventory Worksheets
Bonus financial forms!
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. Statutory Medical Durable Power of Attorney - This is a statutory form that is provided for in the Colorado Revised Statutes. This document gives the person you name as your agent the authority to make any and all health care decisions for you when you are no longer capable of making them yourself.
3. 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.
4. Agent's Affidavit that Power of Attorney not revoked - Based on 15-1-1302, 15-14-501, and 15-14-502, Colorado Revised Statutes. Agent states that Power of Attorney remains in effect and has not been revoked.
5. Statutory General Power of Attorney with Durable Provisions - This is a statutory form that is a general, durable and/or limited power of attorney, depending on how you use it. It grants your attorney in fact (your agent) VERY broad powers with regard to your property and finances. If you wish to grant only limited powers, initial only those powers and cross out the powers you don't want the agent to have. You may also specify if you wish to have it remain in effect in case you become disabled, incapacitated, or incompetent. This Power of Attorney does NOT provide for health care services.
6. Health Care Directive - Declaration as to Medical and Surgical Treatment - Living Will -Statutory Form - This is a statutory form that is provided for in the Colorado Revised Statutes. This form allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means.
7. 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.
8. 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 Centennial Colorado Life Documents Planning Package is a comprehensive legal package that includes essential legal documents such as a Will, Power of Attorney, and Living Will. Each document serves a different purpose in ensuring your wishes are carried out effectively, both during your lifetime and after. 1. Will: A Will is a legal document that outlines how you want your assets and property to be distributed upon your death. By having a Will, you can ensure that your estate is distributed according to your wishes, and appoint an executor to handle the administration of your estate. 2. Power of Attorney: A Power of Attorney (POA) is a legal document that grants another person, known as an agent or attorney-in-fact, the authority to act on your behalf. With a POA, you can designate someone to make important financial, legal, or healthcare decisions if you become incapacitated or unable to make decisions for yourself. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, is a document that outlines your wishes regarding medical treatment and end-of-life care. It allows you to specify your preferences for life-sustaining measures, resuscitation, and organ donation, ensuring that your healthcare decisions align with your personal beliefs. In addition to the standard Centennial Colorado Life Documents Planning Package, there might be variations or specific packages tailored to certain needs. These can include: 1. Centennial Colorado Life Documents Planning Package for Families: This package may include additional legal documents such as guardianship designations, which allow you to appoint a guardian for your minor children, and trust documents to protect your assets and provide for your loved ones. 2. Centennial Colorado Life Documents Planning Package for Business Owners: This package caters to individuals who own businesses and may require additional legal provisions related to succession planning, business continuity, and asset protection. 3. Centennial Colorado Life Documents Planning Package for Individuals with Medical Conditions: This package may include additional documentation specific to individuals with medical conditions, such as healthcare proxies, which allow you to designate a representative to make decisions about your medical treatment. It is crucial to consult with an attorney experienced in estate planning to understand your specific needs and ensure that the Centennial Colorado Life Documents Planning Package is customized to meet your requirements. By proactively addressing these legal matters, you can gain peace of mind knowing that your wishes will be fulfilled, even when you are unable to express them yourself.
The Centennial Colorado Life Documents Planning Package is a comprehensive legal package that includes essential legal documents such as a Will, Power of Attorney, and Living Will. Each document serves a different purpose in ensuring your wishes are carried out effectively, both during your lifetime and after. 1. Will: A Will is a legal document that outlines how you want your assets and property to be distributed upon your death. By having a Will, you can ensure that your estate is distributed according to your wishes, and appoint an executor to handle the administration of your estate. 2. Power of Attorney: A Power of Attorney (POA) is a legal document that grants another person, known as an agent or attorney-in-fact, the authority to act on your behalf. With a POA, you can designate someone to make important financial, legal, or healthcare decisions if you become incapacitated or unable to make decisions for yourself. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, is a document that outlines your wishes regarding medical treatment and end-of-life care. It allows you to specify your preferences for life-sustaining measures, resuscitation, and organ donation, ensuring that your healthcare decisions align with your personal beliefs. In addition to the standard Centennial Colorado Life Documents Planning Package, there might be variations or specific packages tailored to certain needs. These can include: 1. Centennial Colorado Life Documents Planning Package for Families: This package may include additional legal documents such as guardianship designations, which allow you to appoint a guardian for your minor children, and trust documents to protect your assets and provide for your loved ones. 2. Centennial Colorado Life Documents Planning Package for Business Owners: This package caters to individuals who own businesses and may require additional legal provisions related to succession planning, business continuity, and asset protection. 3. Centennial Colorado Life Documents Planning Package for Individuals with Medical Conditions: This package may include additional documentation specific to individuals with medical conditions, such as healthcare proxies, which allow you to designate a representative to make decisions about your medical treatment. It is crucial to consult with an attorney experienced in estate planning to understand your specific needs and ensure that the Centennial Colorado Life Documents Planning Package is customized to meet your requirements. By proactively addressing these legal matters, you can gain peace of mind knowing that your wishes will be fulfilled, even when you are unable to express them yourself.
