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 Agent states that Power of Attorney remains in effect and has not been revoked.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 Lakewood Colorado Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. These documents are crucial for individuals residing in Lakewood, Colorado, as they provide clarity and protect their interests in various life situations. 1. Will: A Will is a legal document that outlines an individual's wishes regarding the distribution of their assets upon their death. Lakewood Colorado Life Documents Planning Package includes a Will drafted specifically to comply with the laws and regulations of Colorado. This document ensures that your assets are distributed accurately and according to your wishes, giving you peace of mind. 2. Power of Attorney: A Power of Attorney allows you to appoint someone you trust, known as your agent, to make decisions on your behalf in case you become incapacitated or unable to manage your affairs. The Lakewood Colorado Life Documents Planning Package includes a comprehensive Power of Attorney document that covers financial and healthcare matters, ensuring your interests are protected and decisions are made by someone you trust. 3. Living Will: A Living Will, also known as an Advance Directive, is a document that allows you to specify your healthcare preferences and instructions in case you are unable to communicate or make decisions due to a terminal illness, coma, or other incapacitating conditions. The Lakewood Colorado Life Documents Planning Package includes a carefully crafted Living Will that outlines your medical treatment preferences and ensures your wishes are respected. It is important to note that while the Lakewood Colorado Life Documents Planning Package includes these essential legal documents, there may be variations or customizations available depending on individual preferences and specific legal requirements. It is always recommended consulting with an attorney specializing in estate planning to tailor these documents to your unique needs and circumstances.
The Lakewood Colorado Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. These documents are crucial for individuals residing in Lakewood, Colorado, as they provide clarity and protect their interests in various life situations. 1. Will: A Will is a legal document that outlines an individual's wishes regarding the distribution of their assets upon their death. Lakewood Colorado Life Documents Planning Package includes a Will drafted specifically to comply with the laws and regulations of Colorado. This document ensures that your assets are distributed accurately and according to your wishes, giving you peace of mind. 2. Power of Attorney: A Power of Attorney allows you to appoint someone you trust, known as your agent, to make decisions on your behalf in case you become incapacitated or unable to manage your affairs. The Lakewood Colorado Life Documents Planning Package includes a comprehensive Power of Attorney document that covers financial and healthcare matters, ensuring your interests are protected and decisions are made by someone you trust. 3. Living Will: A Living Will, also known as an Advance Directive, is a document that allows you to specify your healthcare preferences and instructions in case you are unable to communicate or make decisions due to a terminal illness, coma, or other incapacitating conditions. The Lakewood Colorado Life Documents Planning Package includes a carefully crafted Living Will that outlines your medical treatment preferences and ensures your wishes are respected. It is important to note that while the Lakewood Colorado Life Documents Planning Package includes these essential legal documents, there may be variations or customizations available depending on individual preferences and specific legal requirements. It is always recommended consulting with an attorney specializing in estate planning to tailor these documents to your unique needs and circumstances.
