This package contains the following forms:
1. Last Will
2. Revocation of General Durable Power of Attorney
3. Statutory Living Will - Advance Directive for Health Care
4. Durable Power of Attorney for Health Care
5. General Durable Power of Attorney for Property and Finances
6. Mental Health Care Power of Attorney
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. Revocation of General Durable Power of Attorney - This is a Revocation of the General, Durable Power of Attorney provided for in Forms PA-P003 and PA-P003A. Specific reference is made to the previously executed power of attorney and the date of its execution.
3. Statutory Living Will - Advance Directive for Health Care - Statutory Form - This Declaration form functions in the same manner as a living will and 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 It is a declaration that such procedures be withheld or withdrawn, and that you be permitted to die naturally with only the administration of medication or the performance of any medical procedure deemed necessary to provide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.
4. Durable Power of Attorney for Health Care - This Pennsylvania Durable Power of Attorney designates a health care agent to express health care desires on your behalf when you are not capable of doing so yourself. It also includes living will declaration provisions with regard to specific life sustaining procedures and treatment.
5. 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.
6. Mental Health Care Power of Attorney - This Pennsylvania Mental Health Care Power of Attorney designates a mental health care agent to express health care desires on your behalf when you are not capable of doing so yourself. It also allows you to make certain directions or instructions to your agent with regard to particular treatment. It is effective for two years from the date it signed.
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. Allegheny Pennsylvania Life Documents Planning Package is a comprehensive legal package that encompasses essential documents such as the Will, Power of Attorney, and Living Will. These documents are designed to ensure that an individual's wishes regarding their finances, healthcare, and estate distribution are properly executed during their lifetime and after their passing. Let's delve into each component of the Allegheny Pennsylvania Life Documents Planning Package: 1. Will: A Will, also referred to as a Last Will and Testament, is a legally binding document that outlines an individual's wishes regarding their assets, properties, and the distribution of their estate upon their death. It allows the individual (testator) to appoint an executor or personal representative who will manage the distribution process. This document is vital for individuals seeking to secure the future of their dependents and beneficiaries in accordance with their desires. 2. Power of Attorney (POA): The Power of Attorney is an essential document that authorizes a trusted person, known as the attorney-in-fact or agent, to make legal, financial, and healthcare decisions on behalf of the individual creating the document. This document enables the appointed agent to act in the best interests of the individual, especially when they are incapacitated or unable to make decisions independently. In the Allegheny Pennsylvania Life Documents Planning Package, the Power of Attorney grants a wide range of powers which can be tailored to meet the specific needs and preferences of the individual. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, addresses an individual's medical preferences and treatment decisions if they are unable to communicate or make decisions due to incapacitation. This document outlines an individual's wishes regarding life-sustaining treatments, resuscitation, organ donation, and other relevant medical choices. By including a Living Will in the Allegheny Pennsylvania Life Documents Planning Package, individuals can ensure that their healthcare decisions align with their values, beliefs, and preferences, even when they are unable to express their desires directly. In addition to the above three core documents, the Allegheny Pennsylvania Life Documents Planning Package may also comprise: 4. Durable Power of Attorney for Healthcare: This document designates an agent to make medical decisions on behalf of an individual when they are incapacitated. It specifically focuses on healthcare-related choices and is commonly used in conjunction with the Living Will to ensure comprehensive medical decision-making. 5. Revocable Living Trust: A Revocable Living Trust allows individuals to transfer ownership of their assets into a trust, managed by a designated trustee, typically themselves during their lifetime. This ensures that their assets are properly managed and potentially bypass probate upon their death, saving time and expenses for their beneficiaries. By offering a well-rounded set of legal documents, the Allegheny Pennsylvania Life Documents Planning Package provides individuals with the tools they need to protect their assets, healthcare choices, and ensure a seamless distribution of their estate according to their wishes.
Allegheny Pennsylvania Life Documents Planning Package is a comprehensive legal package that encompasses essential documents such as the Will, Power of Attorney, and Living Will. These documents are designed to ensure that an individual's wishes regarding their finances, healthcare, and estate distribution are properly executed during their lifetime and after their passing. Let's delve into each component of the Allegheny Pennsylvania Life Documents Planning Package: 1. Will: A Will, also referred to as a Last Will and Testament, is a legally binding document that outlines an individual's wishes regarding their assets, properties, and the distribution of their estate upon their death. It allows the individual (testator) to appoint an executor or personal representative who will manage the distribution process. This document is vital for individuals seeking to secure the future of their dependents and beneficiaries in accordance with their desires. 2. Power of Attorney (POA): The Power of Attorney is an essential document that authorizes a trusted person, known as the attorney-in-fact or agent, to make legal, financial, and healthcare decisions on behalf of the individual creating the document. This document enables the appointed agent to act in the best interests of the individual, especially when they are incapacitated or unable to make decisions independently. In the Allegheny Pennsylvania Life Documents Planning Package, the Power of Attorney grants a wide range of powers which can be tailored to meet the specific needs and preferences of the individual. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, addresses an individual's medical preferences and treatment decisions if they are unable to communicate or make decisions due to incapacitation. This document outlines an individual's wishes regarding life-sustaining treatments, resuscitation, organ donation, and other relevant medical choices. By including a Living Will in the Allegheny Pennsylvania Life Documents Planning Package, individuals can ensure that their healthcare decisions align with their values, beliefs, and preferences, even when they are unable to express their desires directly. In addition to the above three core documents, the Allegheny Pennsylvania Life Documents Planning Package may also comprise: 4. Durable Power of Attorney for Healthcare: This document designates an agent to make medical decisions on behalf of an individual when they are incapacitated. It specifically focuses on healthcare-related choices and is commonly used in conjunction with the Living Will to ensure comprehensive medical decision-making. 5. Revocable Living Trust: A Revocable Living Trust allows individuals to transfer ownership of their assets into a trust, managed by a designated trustee, typically themselves during their lifetime. This ensures that their assets are properly managed and potentially bypass probate upon their death, saving time and expenses for their beneficiaries. By offering a well-rounded set of legal documents, the Allegheny Pennsylvania Life Documents Planning Package provides individuals with the tools they need to protect their assets, healthcare choices, and ensure a seamless distribution of their estate according to their wishes.
