The Legal Life Documents Personal Planning Package contains essential life documents, information on how to organize life documents and other products. The documents in this package are State Specific.
This package contains the following forms:
1. Last WillThe Harris Texas Life Documents Planning Package is a comprehensive legal solution designed to help individuals in Harris, Texas, effectively plan for and protect their future. This package encompasses three essential components: a Will, a Power of Attorney, and a Living Will. By combining these crucial documents, this planning package ensures that individuals have their affairs in order and their wishes properly documented. 1. Will: A Will, also known as a Last Will and Testament, is a legal document that details how an individual wants their assets and estate to be distributed after their death. It allows individuals to name beneficiaries, assign guardianship for minor children, and designate an executor to oversee the distribution of assets according to their wishes. The Harris Texas Life Documents Planning Package includes comprehensive assistance in creating a personalized and legally binding Will tailored to the specific needs and preferences of the individual. 2. Power of Attorney: A Power of Attorney is a legal document that grants authority to a trusted person, known as an agent or attorney-in-fact, to act on behalf of the individual in various financial, legal, and medical matters. The Harris Texas Life Documents Planning Package offers provisions for two types of Power of Attorney: a. Financial Power of Attorney: This document allows the appointed agent to make financial decisions, manage assets, pay bills, and handle other financial matters on behalf of the individual. The package ensures that the Financial Power of Attorney is properly drafted to cover a wide range of financial scenarios and safeguards an individual's financial interests. b. Medical Power of Attorney: This document grants the appointed agent the authority to make healthcare decisions when the individual is unable to do so themselves. This includes giving consent for medical treatments, deciding on medical providers, and making end-of-life decisions. The Harris Texas Life Documents Planning Package assists in creating a legally binding Medical Power of Attorney, reflecting the individual's values and desires regarding their healthcare. 3. Living Will: A Living Will, also referred to as an Advance Healthcare Directive, is a legal document that outlines an individual's preferences for medical treatment in case they become incapacitated or unable to communicate their wishes. This document addresses matters such as life-sustaining treatments, resuscitation preferences, organ donation, and more. The Harris Texas Life Documents Planning Package provides comprehensive guidance in creating a Living Will, ensuring that an individual's medical treatment preferences are clearly documented and respected. By offering a combination of a Will, Power of Attorney, and Living Will, the Harris Texas Life Documents Planning Package provides individuals in Harris, Texas, with a comprehensive and efficient solution to plan for their future and protect their interests, both during their lifetime and after their passing.
2. Statutory Declaration of Appointment of Guardian for my Child in the Event of my Death or Incapacity
3. Statutory Declaration of Guardian in the Event of the Later Incapacity or Need of Guardian
4. Statutory General Power of Attorney with Durable Provisions
5. Statutory General Power of Attorney for Health Care
6. Directive to Physicians and Family or Surrogates
7. Directive to Physicians on Behalf of a Minor
8. General Durable Power of Attorney for Property and Finances
9. Estate Planning Questionnaire and Worksheets
10. 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. Statutory Declaration of Appointment of Guardian for My Child in the Event of my Death or Incapacity - This form is provided for in the Texas Probate Code. It allows you to appoint a guardian for your child(ren) in the event of your death or incapacity.
3. Statutory Declaration of Guardian in the Event of the Later Incapacity or Need of Guardian - This form is provided for in the Texas Probate Code and allows you to designate a guardian for yourself if you should be incapacitated or in need of a guardian.
4. Statutory General Power of Attorney with Durable Provisions - This form is provided for in the Texas Probate Code. It gives your attorney in fact (your agent) broad powers that remain in effect even if you are incapacitated.
5. Statutory General Power of Attorney for Health Care - This form is provided for in the Texas Health and Safety Code. It gives the person you name as your agent the authority to make any and all health care decisions for you in accordance with your wishes, including your religious and moral beliefs, when you are no longer capable of making them yourself.
6. Directive to Physicians and Family or Surrogates includes Living Will provisions - This form is provided for in the Texas Health and Safety Code and is designed to help you communicate your wishes about medical treatment at some time in the future when you are unable to make your wishes known because of illness or injury.
7. Directive to Physicians on Behalf of Minor - This form allows you to communicate your wishes about medical treatment of your spouse, child, or ward if that person in diagnosed as suffering from a terminal condition and you are unable to communicate your desires for their treatment.
8. 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.
9. 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.
10. 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 Harris Texas Life Documents Planning Package is a comprehensive legal solution designed to help individuals in Harris, Texas, effectively plan for and protect their future. This package encompasses three essential components: a Will, a Power of Attorney, and a Living Will. By combining these crucial documents, this planning package ensures that individuals have their affairs in order and their wishes properly documented. 1. Will: A Will, also known as a Last Will and Testament, is a legal document that details how an individual wants their assets and estate to be distributed after their death. It allows individuals to name beneficiaries, assign guardianship for minor children, and designate an executor to oversee the distribution of assets according to their wishes. The Harris Texas Life Documents Planning Package includes comprehensive assistance in creating a personalized and legally binding Will tailored to the specific needs and preferences of the individual. 2. Power of Attorney: A Power of Attorney is a legal document that grants authority to a trusted person, known as an agent or attorney-in-fact, to act on behalf of the individual in various financial, legal, and medical matters. The Harris Texas Life Documents Planning Package offers provisions for two types of Power of Attorney: a. Financial Power of Attorney: This document allows the appointed agent to make financial decisions, manage assets, pay bills, and handle other financial matters on behalf of the individual. The package ensures that the Financial Power of Attorney is properly drafted to cover a wide range of financial scenarios and safeguards an individual's financial interests. b. Medical Power of Attorney: This document grants the appointed agent the authority to make healthcare decisions when the individual is unable to do so themselves. This includes giving consent for medical treatments, deciding on medical providers, and making end-of-life decisions. The Harris Texas Life Documents Planning Package assists in creating a legally binding Medical Power of Attorney, reflecting the individual's values and desires regarding their healthcare. 3. Living Will: A Living Will, also referred to as an Advance Healthcare Directive, is a legal document that outlines an individual's preferences for medical treatment in case they become incapacitated or unable to communicate their wishes. This document addresses matters such as life-sustaining treatments, resuscitation preferences, organ donation, and more. The Harris Texas Life Documents Planning Package provides comprehensive guidance in creating a Living Will, ensuring that an individual's medical treatment preferences are clearly documented and respected. By offering a combination of a Will, Power of Attorney, and Living Will, the Harris Texas Life Documents Planning Package provides individuals in Harris, Texas, with a comprehensive and efficient solution to plan for their future and protect their interests, both during their lifetime and after their passing.
