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 It is a declaration that such procedures be withheld or withdrawn, and that you be permitted to die naturally with only the administration of medication or the performance of any medical procedure deemed necessary to provide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. Palm Beach Florida Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. This package is specifically tailored for individuals residing in Palm Beach, Florida, to ensure their affairs are properly managed and their wishes are legally protected. 1. Last Will and Testament: The Last Will and Testament is a crucial component of the Palm Beach Florida Life Documents Planning Package. It allows individuals to outline their final wishes regarding the distribution of assets, appointment of an executor, guardianship of minor children, and other important matters. This document ensures that one's assets are passed on according to their desires, avoiding any potential conflicts or disputes. 2. Power of Attorney: The Power of Attorney document permits individuals to appoint a trusted person, known as an agent or attorney-in-fact, to act on their behalf in managing financial, legal, and business matters. The Palm Beach Florida Life Documents Planning Package includes a durable power of attorney, which remains in effect even if the person granting power becomes incapacitated. This document provides peace of mind knowing that someone trustworthy can handle important financial and legal decisions if necessary. 3. Living Will or Advance Healthcare Directive: The Living Will, also termed an Advance Healthcare Directive, is a crucial component of the Palm Beach Florida Life Documents Planning Package. This legal document allows individuals to express their preferences regarding medical treatment and end-of-life care, ensuring their wishes are respected and followed. It outlines decisions related to life-sustaining treatments, resuscitation, organ donation, and other medical interventions. 4. Revocable Living Trust: In addition to the basic package, some Palm Beach Florida Life Documents Planning Packages may also include a Revocable Living Trust. This document allows individuals to transfer assets, such as property, investments, or financial accounts, into a trust that can be managed during their lifetime and distributed to designated beneficiaries upon their passing. A Revocable Living Trust helps avoid the lengthy and costly probate process, allowing for efficient asset distribution. 5. Special Needs Trust: For individuals with special needs or disabilities, Palm Beach Florida Life Documents Planning Package may also include a Special Needs Trust. This specific trust ensures that the beneficiary continues to receive government benefits while also receiving additional support from the assets placed in the trust. It is designed to protect the beneficiary's eligibility for programs such as Medicaid or Supplemental Security Income. In summary, the Palm Beach Florida Life Documents Planning Package is a comprehensive set of legal documents including a Will, Power of Attorney, and Living Will. Additional documents such as a Revocable Living Trust and Special Needs Trust may also be included depending on individual needs. These documents safeguard an individual's desires, ensure financial and legal matters are handled appropriately, and provide security during times of incapacity or end-of-life care.
Palm Beach Florida Life Documents Planning Package is a comprehensive legal package that includes essential documents such as a Will, Power of Attorney, and Living Will. This package is specifically tailored for individuals residing in Palm Beach, Florida, to ensure their affairs are properly managed and their wishes are legally protected. 1. Last Will and Testament: The Last Will and Testament is a crucial component of the Palm Beach Florida Life Documents Planning Package. It allows individuals to outline their final wishes regarding the distribution of assets, appointment of an executor, guardianship of minor children, and other important matters. This document ensures that one's assets are passed on according to their desires, avoiding any potential conflicts or disputes. 2. Power of Attorney: The Power of Attorney document permits individuals to appoint a trusted person, known as an agent or attorney-in-fact, to act on their behalf in managing financial, legal, and business matters. The Palm Beach Florida Life Documents Planning Package includes a durable power of attorney, which remains in effect even if the person granting power becomes incapacitated. This document provides peace of mind knowing that someone trustworthy can handle important financial and legal decisions if necessary. 3. Living Will or Advance Healthcare Directive: The Living Will, also termed an Advance Healthcare Directive, is a crucial component of the Palm Beach Florida Life Documents Planning Package. This legal document allows individuals to express their preferences regarding medical treatment and end-of-life care, ensuring their wishes are respected and followed. It outlines decisions related to life-sustaining treatments, resuscitation, organ donation, and other medical interventions. 4. Revocable Living Trust: In addition to the basic package, some Palm Beach Florida Life Documents Planning Packages may also include a Revocable Living Trust. This document allows individuals to transfer assets, such as property, investments, or financial accounts, into a trust that can be managed during their lifetime and distributed to designated beneficiaries upon their passing. A Revocable Living Trust helps avoid the lengthy and costly probate process, allowing for efficient asset distribution. 5. Special Needs Trust: For individuals with special needs or disabilities, Palm Beach Florida Life Documents Planning Package may also include a Special Needs Trust. This specific trust ensures that the beneficiary continues to receive government benefits while also receiving additional support from the assets placed in the trust. It is designed to protect the beneficiary's eligibility for programs such as Medicaid or Supplemental Security Income. In summary, the Palm Beach Florida Life Documents Planning Package is a comprehensive set of legal documents including a Will, Power of Attorney, and Living Will. Additional documents such as a Revocable Living Trust and Special Needs Trust may also be included depending on individual needs. These documents safeguard an individual's desires, ensure financial and legal matters are handled appropriately, and provide security during times of incapacity or end-of-life care.
