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 Salt Lake City Utah Life Documents Planning Package is a comprehensive and essential package designed to assist individuals in planning for their future and ensuring their wishes are honored. This package includes three crucial documents: a Will, Power of Attorney, and Living Will. 1. Will: A Will is a legal document that outlines how a person's assets and belongings should be distributed upon their passing. It allows individuals to have full control over their estate and ensures that their loved ones are taken care of according to their wishes. The Salt Lake City Utah Life Documents Planning Package offers different types of Wills, including: — Standard Will: This is a basic Will that covers the distribution of assets, appoints an executor, and names beneficiaries. — Testamentary Trust Will: This type of Will includes provisions for establishing a trust, ensuring assets are managed and distributed according to specific instructions. — Pour-Over Will: A Pour-Over Will is used in conjunction with a living trust and ensures that any assets not included in the trust are "poured over" into the trust upon the individual's death. 2. Power of Attorney: A Power of Attorney document grants an appointed individual the authority to make legal and financial decisions on behalf of someone else. It is crucial for individuals who may become incapacitated or unable to make decisions for themselves. The Salt Lake City Utah Life Documents Planning Package offers different types of Power of Attorney documents, which include: — General Power of Attorney: This document grants broad authority to the appointed person and allows them to make decisions on various matters, including financial, legal, and medical issues. — Limited Power of Attorney: A Limited Power of Attorney specifies restrictions, granting the appointed person authority on a specific matter or for a limited period. — Durable Power of Attorney: This type of Power of Attorney remains effective even if the person granting the authority becomes incapacitated or unable to make decisions on their own. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, is a legal document that outlines an individual's wishes regarding medical treatment and end-of-life care. The Salt Lake City Utah Life Documents Planning Package offers the following types of Living Wills: — Directive to Physicians: This document allows individuals to specify their preferences for medical treatments and interventions in different situations. — Do Not Resuscitate Order (DNR): A DNR instructs healthcare providers not to perform CPR in case of cardiac arrest or end-stage respiratory failure. — Medical Power of Attorney: This document designates a trusted person to make medical decisions on behalf of the individual when they are unable to do so. By offering various types of Wills, Power of Attorney documents, and Living Wills, the Salt Lake City Utah Life Documents Planning Package ensures that individuals can customize their planning according to their unique circumstances and preferences.
2. General Durable Power of Attorney - Property
3. Declaration for Mental Health Treatment
4. Utah Advance Health Care Directive
5. Estate Planning Questionnaire and Worksheets
6. 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. Declaration for Mental Health Treatment - This is a statutory form that is provided for in the Utah Code. It is a declaration that allows, or disallows, mental health treatment. This document allows you to make decisions in advance about three types of mental health treatment: psychoactive medication, convulsive therapy, and short-term (up to 17 days) admission to a mental health facility. It also gives you the opportunity to appoint a person as your attorney-in-fact to make mental health treatment decisions for you if you become incapable.
4. Utah Statutory Advance Health Care Directive - This Advance Health Care Directive allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. You may also name another person to make health care decisions for you when you cannot make decisions or speak for yourself, donate anatomical gifts, and other options.
5. 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.
6. 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 Salt Lake City Utah Life Documents Planning Package is a comprehensive and essential package designed to assist individuals in planning for their future and ensuring their wishes are honored. This package includes three crucial documents: a Will, Power of Attorney, and Living Will. 1. Will: A Will is a legal document that outlines how a person's assets and belongings should be distributed upon their passing. It allows individuals to have full control over their estate and ensures that their loved ones are taken care of according to their wishes. The Salt Lake City Utah Life Documents Planning Package offers different types of Wills, including: — Standard Will: This is a basic Will that covers the distribution of assets, appoints an executor, and names beneficiaries. — Testamentary Trust Will: This type of Will includes provisions for establishing a trust, ensuring assets are managed and distributed according to specific instructions. — Pour-Over Will: A Pour-Over Will is used in conjunction with a living trust and ensures that any assets not included in the trust are "poured over" into the trust upon the individual's death. 2. Power of Attorney: A Power of Attorney document grants an appointed individual the authority to make legal and financial decisions on behalf of someone else. It is crucial for individuals who may become incapacitated or unable to make decisions for themselves. The Salt Lake City Utah Life Documents Planning Package offers different types of Power of Attorney documents, which include: — General Power of Attorney: This document grants broad authority to the appointed person and allows them to make decisions on various matters, including financial, legal, and medical issues. — Limited Power of Attorney: A Limited Power of Attorney specifies restrictions, granting the appointed person authority on a specific matter or for a limited period. — Durable Power of Attorney: This type of Power of Attorney remains effective even if the person granting the authority becomes incapacitated or unable to make decisions on their own. 3. Living Will: A Living Will, also known as an Advance Healthcare Directive, is a legal document that outlines an individual's wishes regarding medical treatment and end-of-life care. The Salt Lake City Utah Life Documents Planning Package offers the following types of Living Wills: — Directive to Physicians: This document allows individuals to specify their preferences for medical treatments and interventions in different situations. — Do Not Resuscitate Order (DNR): A DNR instructs healthcare providers not to perform CPR in case of cardiac arrest or end-stage respiratory failure. — Medical Power of Attorney: This document designates a trusted person to make medical decisions on behalf of the individual when they are unable to do so. By offering various types of Wills, Power of Attorney documents, and Living Wills, the Salt Lake City Utah Life Documents Planning Package ensures that individuals can customize their planning according to their unique circumstances and preferences.
