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 It is a declaration that such procedures be withheld or withdrawn, and that you be permitted to die naturally with only the administration of medication or the performance of any medical procedure deemed necessary to provide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. Port St. Lucie Florida Life Documents Planning Package, including Will, Power of Attorney, and Living Will, is a comprehensive legal document package designed to ensure that individuals have their financial, medical, and personal wishes addressed in the event of incapacity or death. This package includes three essential documents that provide protection and guidance for the individual and their loved ones. 1. Will: A Will is a legal document that outlines how an individual's assets and possessions will be distributed after their death. It allows individuals to specify beneficiaries, executor(s), and guardianship for minor children. With a Will, individuals can ensure that their final wishes are honored and minimize potential conflicts among family members. 2. Power of Attorney: A Power of Attorney is a document that grants someone else the authority to act on behalf of the individual in financial and legal matters. There are two types of Power of Attorney: a durable power of attorney, which grants a designated person the authority to act on behalf of the individual immediately, and a springing power of attorney, which only takes effect if the individual becomes incapacitated. A Power of Attorney allows individuals to appoint a trusted person to manage their financial affairs, pay bills, make investment decisions, and handle legal matters, among other responsibilities. 3. Living Will: A Living Will, also known as an Advance Directive, is a legal document that outlines an individual's healthcare choices in the event that they become unable to communicate their wishes. It provides specific instructions regarding medical treatment options, resuscitation preferences, and end-of-life care. By having a Living Will, individuals can ensure that their wishes are respected and alleviate the burden of decision-making from their loved ones during difficult times. The Port St. Lucie Florida Life Documents Planning Package offers individuals a comprehensive solution to important legal and healthcare decisions. By having these documents in place, individuals can have peace of mind knowing that their assets, personal decisions, and healthcare choices will be handled according to their wishes. It is important to consult with an experienced attorney in Port St. Lucie, Florida who specializes in estate planning to assist in the creation and execution of these documents. They can provide guidance tailored to individual circumstances and ensure that the documents comply with the state's laws and regulations. Remember, the names of specific Life Documents Planning Packages may vary, but the key documents to include are the Will, Power of Attorney, and Living Will.
Port St. Lucie Florida Life Documents Planning Package, including Will, Power of Attorney, and Living Will, is a comprehensive legal document package designed to ensure that individuals have their financial, medical, and personal wishes addressed in the event of incapacity or death. This package includes three essential documents that provide protection and guidance for the individual and their loved ones. 1. Will: A Will is a legal document that outlines how an individual's assets and possessions will be distributed after their death. It allows individuals to specify beneficiaries, executor(s), and guardianship for minor children. With a Will, individuals can ensure that their final wishes are honored and minimize potential conflicts among family members. 2. Power of Attorney: A Power of Attorney is a document that grants someone else the authority to act on behalf of the individual in financial and legal matters. There are two types of Power of Attorney: a durable power of attorney, which grants a designated person the authority to act on behalf of the individual immediately, and a springing power of attorney, which only takes effect if the individual becomes incapacitated. A Power of Attorney allows individuals to appoint a trusted person to manage their financial affairs, pay bills, make investment decisions, and handle legal matters, among other responsibilities. 3. Living Will: A Living Will, also known as an Advance Directive, is a legal document that outlines an individual's healthcare choices in the event that they become unable to communicate their wishes. It provides specific instructions regarding medical treatment options, resuscitation preferences, and end-of-life care. By having a Living Will, individuals can ensure that their wishes are respected and alleviate the burden of decision-making from their loved ones during difficult times. The Port St. Lucie Florida Life Documents Planning Package offers individuals a comprehensive solution to important legal and healthcare decisions. By having these documents in place, individuals can have peace of mind knowing that their assets, personal decisions, and healthcare choices will be handled according to their wishes. It is important to consult with an experienced attorney in Port St. Lucie, Florida who specializes in estate planning to assist in the creation and execution of these documents. They can provide guidance tailored to individual circumstances and ensure that the documents comply with the state's laws and regulations. Remember, the names of specific Life Documents Planning Packages may vary, but the key documents to include are the Will, Power of Attorney, and Living Will.
