This package contains the following forms:
1 Last Will
2 General Durable Power of Attorney
3 Statutory Power of Attorney for Mental Health Care
4 Health Care Directive - Advance Healthcare directive
5 Statutory Equivalent of Living Will
6 Declaration for Mental Health Treatment
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. Statutory Power of Attorney for Mental Health Care - This is a statutory form provided for in the Oregon Revised Statutes that provides for the appointment of a mental health care representative and for specific instructions for mental health treatment when you are no longer capable of expressing your consent or refusal for treatment.
4. Health Care Directive - Advanced Health Care Directive - includes Living Will and Health Care Decisions Statutory Form - This is a statutory form that is provided for in the Oregon Revised Statutes and provides a means for you to express health care choices and decisions, notably decisions about life support and tube feeding. It allows you to appoint a health care representative and to give specific instructions about your health care.
5. Statutory Equivalent of Living Will or Declaration - Request for Medication to End Life - Statutory Form - This form allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. You are also given the option to make an anatomical gift.
6. Declaration for Mental Health Treatment - This form is a declaration for mental health treatment. The principal must choose a decision maker, appoint a representative, and provide affirmation of witnesses.
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 Gresham Oregon Life Documents Planning Package is a comprehensive package that includes essential legal documents such as a Will, Power of Attorney, and Living Will. This package is designed to help individuals and families in Gresham, Oregon, effectively plan for their future, protect their assets, and ensure their healthcare preferences are followed. 1. Will: A Will is a crucial document that outlines your wishes regarding the distribution of your assets after your passing. With a Will, you can specify which heirs will receive certain property, appoint guardians for your minor children, and name an executor to handle your estate. 2. Power of Attorney: The Power of Attorney allows you to appoint someone you trust (known as an agent or attorney-in-fact) to make financial and legal decisions on your behalf if you become unable to do so due to illness, incapacity, or other circumstances. This document ensures that your affairs are properly managed and provides peace of mind knowing someone you choose will act in your best interest. 3. Living Will: A Living Will, sometimes referred to as an Advance Directive, allows you to express your medical treatment preferences in case you are unable to communicate them yourself. It outlines your desires concerning life-sustaining treatments, resuscitation, organ donation, and other medical interventions, providing guidance to healthcare professionals and ensuring your end-of-life wishes are respected. The Gresham Oregon Life Documents Planning Package offers several variations tailored to meet individual needs: 1. Individual Package: This option is ideal for individuals who wish to plan their affairs independently, without a spouse or partner. 2. Spousal Package: The Spousal Package is designed to accommodate the needs of married couples. It includes specific provisions to address joint assets, shared responsibilities, and the importance of contingency planning for both spouses. 3. Family Package: The Family Package is specifically designed for families with dependent children. It includes provisions for appointing guardians and trustees for minor children, ensuring their wellbeing and financial security if both parents pass away. 4. Estate Planning Package: The Estate Planning Package is a comprehensive bundle suitable for individuals with sizeable assets, complex estates, or specific estate planning goals. It may include additional documents like trusts, beneficiary designations, or healthcare proxies, offering a higher level of customization. By choosing the Gresham Oregon Life Documents Planning Package, which encompasses a Will, Power of Attorney, and Living Will, individuals and families can have peace of mind knowing their wishes are legally documented and their loved ones will be protected during challenging times.
