This package contains the following forms:
(1) Last Will
(2) General Durable Power of Attorney
(3) Statutory Durable Power of Attorney for Health Care
(4) Estate Planning Questionnaire and Worksheets
(5) Personal Planning Information and Document Inventory Worksheets
Bonus financial forms!
Detail Information on each form:
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. Statutory Form of Durable Power of Attorney for Health Care - This Power of Attorney for Health Care is specifically provided for in the Idaho statutes. Its purpose is to give the person you designate (your agent) broad powers to make health care decisions for you, including the power to require, consent to, or withdraw any type of personal care or medical treatment.
4. Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet form 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.
5. 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 Meridian Idaho Life Documents Planning Package is a comprehensive legal package designed to assist individuals in planning for their future and ensuring that their wishes are carried out. This package includes three essential documents: a Will, Power of Attorney, and Living Will. The Will is a legal document that outlines how individuals want their assets, properties, and possessions to be distributed after their passing. It names beneficiaries and addresses any specific requests or wishes, such as the care of minor children or the establishment of trusts. The Power of Attorney document grants authority to a designated person or persons to act on behalf of the individual, making important legal, financial, and healthcare decisions if they become incapacitated or unable to make decisions themselves. This includes managing bank accounts, signing legal documents, and overseeing medical decisions. The Living Will, also known as an Advance Directive, outlines an individual's preferences for medical treatment and end-of-life care. It provides guidance to family members and healthcare professionals regarding life-sustaining measures, resuscitation, and other treatment options in the event of a severe illness, injury, or terminal condition. While the Meridian Idaho Life Documents Planning Package typically includes these three essential documents, there may be variations or additional options available based on individual needs and preferences. Some variations may include different types of Wills, such as a Testamentary Will or a Pour-Over Will. Additionally, there may be variations in the Power of Attorney document, such as a Limited Power of Attorney or a Durable Power of Attorney. It is important to consult with a qualified attorney to determine which specific documents are needed based on individual circumstances, as well as any additional requirements or considerations based on Idaho state laws. Proper planning and execution of these vital documents can provide peace of mind and ensure that wishes are respected and honored.
The Meridian Idaho Life Documents Planning Package is a comprehensive legal package designed to assist individuals in planning for their future and ensuring that their wishes are carried out. This package includes three essential documents: a Will, Power of Attorney, and Living Will. The Will is a legal document that outlines how individuals want their assets, properties, and possessions to be distributed after their passing. It names beneficiaries and addresses any specific requests or wishes, such as the care of minor children or the establishment of trusts. The Power of Attorney document grants authority to a designated person or persons to act on behalf of the individual, making important legal, financial, and healthcare decisions if they become incapacitated or unable to make decisions themselves. This includes managing bank accounts, signing legal documents, and overseeing medical decisions. The Living Will, also known as an Advance Directive, outlines an individual's preferences for medical treatment and end-of-life care. It provides guidance to family members and healthcare professionals regarding life-sustaining measures, resuscitation, and other treatment options in the event of a severe illness, injury, or terminal condition. While the Meridian Idaho Life Documents Planning Package typically includes these three essential documents, there may be variations or additional options available based on individual needs and preferences. Some variations may include different types of Wills, such as a Testamentary Will or a Pour-Over Will. Additionally, there may be variations in the Power of Attorney document, such as a Limited Power of Attorney or a Durable Power of Attorney. It is important to consult with a qualified attorney to determine which specific documents are needed based on individual circumstances, as well as any additional requirements or considerations based on Idaho state laws. Proper planning and execution of these vital documents can provide peace of mind and ensure that wishes are respected and honored.
