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 Agent states that Power of Attorney remains in effect and has not been revoked.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 Westminster Colorado Life Documents Planning Package is a comprehensive bundle that includes three essential documents: a Will, a Power of Attorney, and a Living Will. These legal documents play a crucial role in securing your financial, medical, and personal affairs, ensuring your wishes are respected and followed. 1. Will: The Will is a written declaration that outlines how you want your assets, properties, and possessions to be distributed after your death. It allows you to specify beneficiaries, guardians for minor children, and even charitable donations. With a Will in place, you have control over the distribution of your estate, ensuring that your loved ones are taken care of and your wishes are honored. 2. Power of Attorney: This document grants authority to someone you trust, known as the agent or attorney-in-fact, to make decisions on your behalf when you are unable to do so. The Power of Attorney can be limited to specific matters or encompass broader decision-making powers, including financial, legal, and healthcare-related choices. By designating a Power of Attorney, you ensure that your affairs will be managed according to your preferences should you become incapacitated. 3. Living Will: A Living Will, also known as an advance directive, is a legal document that specifies your preferences for end-of-life medical treatment. It outlines the medical care you wish to receive or reject in case you are unable to communicate your decisions. By expressing your desires regarding life-sustaining treatments, resuscitation, and organ donation, a Living Will ensures that your medical care aligns with your personal values and beliefs. These documents are essential for anyone who wants to protect their assets, care for loved ones, and have control over their medical decisions in Westminster, Colorado. Additionally, other types of Life Documents Planning Packages might include a Trust, which provides additional benefits such as avoiding probate and maintaining privacy. A trust allows you to transfer assets to a trustee who will manage them for the beneficiaries you designate. Obtaining the Westminster Colorado Life Documents Planning Package, including the Will, Power of Attorney, and Living Will, offers individuals the peace of mind that their affairs are in order, their loved ones are protected, and their end-of-life wishes are respected. It is recommended to consult with an attorney specializing in estate planning to ensure that these documents are tailored to your specific needs and comply with Colorado state laws.
The Westminster Colorado Life Documents Planning Package is a comprehensive bundle that includes three essential documents: a Will, a Power of Attorney, and a Living Will. These legal documents play a crucial role in securing your financial, medical, and personal affairs, ensuring your wishes are respected and followed. 1. Will: The Will is a written declaration that outlines how you want your assets, properties, and possessions to be distributed after your death. It allows you to specify beneficiaries, guardians for minor children, and even charitable donations. With a Will in place, you have control over the distribution of your estate, ensuring that your loved ones are taken care of and your wishes are honored. 2. Power of Attorney: This document grants authority to someone you trust, known as the agent or attorney-in-fact, to make decisions on your behalf when you are unable to do so. The Power of Attorney can be limited to specific matters or encompass broader decision-making powers, including financial, legal, and healthcare-related choices. By designating a Power of Attorney, you ensure that your affairs will be managed according to your preferences should you become incapacitated. 3. Living Will: A Living Will, also known as an advance directive, is a legal document that specifies your preferences for end-of-life medical treatment. It outlines the medical care you wish to receive or reject in case you are unable to communicate your decisions. By expressing your desires regarding life-sustaining treatments, resuscitation, and organ donation, a Living Will ensures that your medical care aligns with your personal values and beliefs. These documents are essential for anyone who wants to protect their assets, care for loved ones, and have control over their medical decisions in Westminster, Colorado. Additionally, other types of Life Documents Planning Packages might include a Trust, which provides additional benefits such as avoiding probate and maintaining privacy. A trust allows you to transfer assets to a trustee who will manage them for the beneficiaries you designate. Obtaining the Westminster Colorado Life Documents Planning Package, including the Will, Power of Attorney, and Living Will, offers individuals the peace of mind that their affairs are in order, their loved ones are protected, and their end-of-life wishes are respected. It is recommended to consult with an attorney specializing in estate planning to ensure that these documents are tailored to your specific needs and comply with Colorado state laws.
