This package contains the following forms:
1. Last Will
2. Health Care Proxy - Designation of Health Care Surrogate - Statutory Form
3. Statutory Living Will
4. Affidavit to be Submitted by Attorney in Fact to a Third Party
5. Affidavit to be Submitted by Primary Physician to a Third Party
6. Durable Power of Attorney for Property, Finances and Health Care
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. 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. Health Care Proxy - Designation of Health Care Surrogate - Statutory Form - This form allows you to designate a surrogate to make health care decisions for you if you are determined to be incapacitated to provide informed consent for medical treatment and surgical and diagnostic procedures.
4. Statutory Living Will - This Statutory Living Will form allows you to express your wishes and desires if it is determined that your death will occur whether or not life-sustaining procedures are utilized and where the application of life-sustaining procedures would serve only to artificially prolong the dying process. It is a declaration that such procedures be withheld or withdrawn, and that you be permitted to die naturally with only the administration of medication or the performance of any medical procedure deemed necessary to provide you with comfortable care.
5. Affidavit to be Submited by Attorney in Fact to a Third Party - This form is an affidavit to be submitted by an attorney-in-fact to a third party with the durable power of attorney.
6. Affidavit to be Submitted by Primary Physician to a Third Party - This form is an affidavit to be submitted by the primary physician of the principal to a third party who is to rely upon the authority granted to an attorney-in-fact in a durable power of attorney.
7. Durable Power of Attorney for Property, Finances and Health Care - This form is a general durable power of attorney that gives your attorney broad powers regarding your finances, your property, and your health care. This power of attorney continues in effect even if you should become disabled or incompetent.
8. 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.
9. 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 Lakeland Florida Life Documents Planning Package is a comprehensive and essential legal package that encompasses three crucial documents: Will, Power of Attorney, and Living Will. These documents ensure that your wishes are respected and followed in various aspects of your life, both during your lifetime and after your passing. When it comes to protecting your interests, ensuring healthcare choices, and managing your estate, this planning package is indispensable. 1. Will: A Will is a legal document that outlines your wishes regarding the distribution of your assets, guardianship of minor children, and the appointment of an executor to manage your estate after your demise. With a valid Will in place, you can have peace of mind knowing that your assets will be distributed as per your desires and minimize the potential for disputes among your loved ones. 2. Power of Attorney: A Power of Attorney (POA) is a legal authorization granted to an appointed person, known as the attorney-in-fact or agent, to handle various financial, legal, and other affairs on your behalf. This document is crucial in cases of incapacitation or when you are unable to make decisions independently. Having a POA ensures that someone you trust has the authority to manage your affairs, pay bills, handle investments, and make financial decisions during such situations. 3. Living Will: A Living Will, also known as an advanced healthcare directive, specifies your healthcare preferences and instructions in case you become unable to communicate or make decisions about your medical treatment. This legal document outlines your desires regarding lifesaving measures, use of artificial life support, organ donation, and end-of-life care. By having a Living Will, you can have peace of mind knowing that your medical decisions align with your personal beliefs and wishes. The Lakeland Florida Life Documents Planning Package may also include additional documents that can be customized to suit specific needs: 4. Trusts: In some cases, individuals may choose to include a trust in their estate planning package. Trusts can be revocable or irrevocable and offer enhanced control and protection over your assets, ensuring their efficient distribution, reducing estate taxes, and potentially bypassing the probate process. 5. Healthcare Proxy: A healthcare proxy designates an individual to make medical decisions on your behalf if you are unable to do so. This document works in conjunction with a Living Will to further ensure your wishes are honored and respected. 6. Guardianship Designation: A guardianship designation allows you to name a guardian for your minor children in the event of your incapacity or demise. This vital document ensures that your children are cared for by someone you trust and according to your values and beliefs. The Lakeland Florida Life Documents Planning Package provides a comprehensive set of legal documents designed to protect your interests, assets, and ensure that your healthcare choices are carried out according to your wishes. By engaging in thoughtful estate planning, you can have greater control, avoid unnecessary conflicts, and provide peace of mind for yourself and your loved ones.
The Lakeland Florida Life Documents Planning Package is a comprehensive and essential legal package that encompasses three crucial documents: Will, Power of Attorney, and Living Will. These documents ensure that your wishes are respected and followed in various aspects of your life, both during your lifetime and after your passing. When it comes to protecting your interests, ensuring healthcare choices, and managing your estate, this planning package is indispensable. 1. Will: A Will is a legal document that outlines your wishes regarding the distribution of your assets, guardianship of minor children, and the appointment of an executor to manage your estate after your demise. With a valid Will in place, you can have peace of mind knowing that your assets will be distributed as per your desires and minimize the potential for disputes among your loved ones. 2. Power of Attorney: A Power of Attorney (POA) is a legal authorization granted to an appointed person, known as the attorney-in-fact or agent, to handle various financial, legal, and other affairs on your behalf. This document is crucial in cases of incapacitation or when you are unable to make decisions independently. Having a POA ensures that someone you trust has the authority to manage your affairs, pay bills, handle investments, and make financial decisions during such situations. 3. Living Will: A Living Will, also known as an advanced healthcare directive, specifies your healthcare preferences and instructions in case you become unable to communicate or make decisions about your medical treatment. This legal document outlines your desires regarding lifesaving measures, use of artificial life support, organ donation, and end-of-life care. By having a Living Will, you can have peace of mind knowing that your medical decisions align with your personal beliefs and wishes. The Lakeland Florida Life Documents Planning Package may also include additional documents that can be customized to suit specific needs: 4. Trusts: In some cases, individuals may choose to include a trust in their estate planning package. Trusts can be revocable or irrevocable and offer enhanced control and protection over your assets, ensuring their efficient distribution, reducing estate taxes, and potentially bypassing the probate process. 5. Healthcare Proxy: A healthcare proxy designates an individual to make medical decisions on your behalf if you are unable to do so. This document works in conjunction with a Living Will to further ensure your wishes are honored and respected. 6. Guardianship Designation: A guardianship designation allows you to name a guardian for your minor children in the event of your incapacity or demise. This vital document ensures that your children are cared for by someone you trust and according to your values and beliefs. The Lakeland Florida Life Documents Planning Package provides a comprehensive set of legal documents designed to protect your interests, assets, and ensure that your healthcare choices are carried out according to your wishes. By engaging in thoughtful estate planning, you can have greater control, avoid unnecessary conflicts, and provide peace of mind for yourself and your loved ones.
