Estate Planning Forms

Estate Planning Forms
Author: L. Rush Hunt
Publisher:
Total Pages: 316
Release: 2009
Genre: Business & Economics
ISBN:
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An estate plan can have several elements--a will; an assignment of power of attorney; a living will or healthcare proxy; and in some cases, a trust. As an estate planner, you must be mindful of both federal and state laws governing estates when assembling plans for clients. Estate Planning Forms, by L. Rush Hunt, covers all elements of estate planning in detail with easy-to-follow, time-saving forms. This book empowers attorneys to establish trusts to reduce estate and gift taxes and to distribute assets to the heirs without the costs, delays, and publicity of probate court. The primary purpose of Estate Planning Forms is to ensure that the greatest amount of the estate passes to the estate owner's intended beneficiaries. With the guidance in this book, you will be able to offer greater protection of your client's assets from creditors and lawsuits. CD-ROM Included!Includes the following forms: Letters of engagement Privacy notices Powers of attorney Wills Pre and post-marital agreements Trusts

EPUB - Simple General Power of Attorney

EPUB - Simple General Power of Attorney
Author: Paul M. Paquette
Publisher: Paquette Publications
Total Pages: 300
Release: 2018-01-01
Genre: Law
ISBN:
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File Type: EPUB Simple General Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to have broad and sweeping powers regarding the Principal’s property and affairs. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (General), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. Thus, you can alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple General Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Davenport's Georgia Wills and Estate Planning Legal Forms

Davenport's Georgia Wills and Estate Planning Legal Forms
Author: Alexander Russell
Publisher: CreateSpace
Total Pages: 140
Release: 2015-03-27
Genre:
ISBN: 9781508987291
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This new Second Edition of this book is written by lawyers and published by Davenport Press. This book focuses on Georgia Wills and Estate Planning legal documents which deal with how a person can control on absence, illness, or death their health care, end of life issues, all property, money, children and family, funeral and burial, and more. After a review of Georgia law this book has Georgia legal forms (with filled out sample forms) to let people quickly make binding legal documents. Forms in this book and for free download include: (1) Last Will And Testament (With Guardians) (lets one give orders to on death gift property and money, pick person as executor to do things after death, say less costly legal procedures can be used, and in case needed pick guardians for minors and their property); (2) Last Will And Testament (No Guardians) (this is a Will with no Guardians paragraph for those without a child under 18 and not giving things to anyone under 18); (3) Self-Proving Affidavit (this form helps the later process after a death of proving a Will was signed correctly, and this makes it more likely a Will is followed); (4) Codicil (this form makes changes to a Will, but most people just do a new Will); (5) Georgia Advance Directive For Health Care (in case someone is later unable to control their health care, this form lets a "Health Care Agent" be named to decide things, and if wanted lets health care instructions be given, and this form is often called a "Living Will"); (6) Do Not Resuscitate Order and P.O.L.S.T. (using 1 of these 2 forms shows paramedics and others not to try restarting a person's heart or breathing or some other major actions, with a P.O.L.S.T. form having more details than the older Do Not Resuscitate Order form); (7) Georgia Statutory Form for Financial Power of Attorney (lets power over money, property, and more be shared with someone so they can do things like use accounts and see records); (8) Georgia Power Of Attorney For Care Of A Minor (lets power over a child's health care, schooling, and other areas be shared with a grandparent, great-grandparent, step-grandparent, or step-great-grandparent, usually because parents will be absent); (9) Power Of Attorney Delegating Parental Authority (this non-official form may help by giving a non-grandparent power over children); and (10) Designation To Control Remains (lets instructions be given and person be named to control funeral, cremation, burial, and related matters rather than closest family controlling this).

PDF - Simple General Power of Attorney

PDF - Simple General Power of Attorney
Author: Paul M. Paquette
Publisher: Paquette Publications
Total Pages: 182
Release: 2018-01-01
Genre: Law
ISBN:
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File Type: PDF Simple General Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to have broad and sweeping powers regarding the Principal’s property and affairs. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (General), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple General Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Davenport's Florida Wills and Estate Planning Legal Forms

Davenport's Florida Wills and Estate Planning Legal Forms
Author: Alexander Russell
Publisher: Createspace Independent Publishing Platform
Total Pages: 132
Release: 2018-10
Genre:
ISBN: 9781727753905
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This book is written by attorneys and published by Davenport Press. This book in one convenient place quickly reviews Florida law and provides ready to use legal forms to make legally binding Wills and Estate Planning documents. Wills and Estate Planning deal with acting now to control upon later illness, death, or absence things like health care, end of life issues, transfers of property and money, family, funeral and burial, sharing power with someone trusted to let them help, and more. Ready to use Florida legal forms are in this book and can be downloaded free. Forms with helpful filled-out samples include: (1) Last Will And Testament (With Guardians) (lets one give orders to on death gift property and money, say less costly procedures can be used, pick person as executor to do things after death, and in case needed pick guardians for minors and their property till age 18); (2) Last Will And Testament (No Guardians) (this is a Will with no Guardians paragraph for those without a child under 18 and not giving major things to anyone under 18); (3) Self-Proving Affidavit (often done with a Will to help the later process of proving a Will was signed correctly, and this makes it more likely a Will is followed); (4) Tangible Personal Property List (lets person easily write down outside a Will wanted gifts of "tangible personal property" like clothes, furniture, tools, cars, and jewelry); (5) Living Will (lets one say if ever in extreme bad health that health care of little help should not be given, and if wanted lets a person be named "surrogate" to control this); (6) Health Care Surrogate (lets person be named as "surrogate" to control all health care not just extreme situations, and also if wanted lets orders for health care be given); (7) Do Not Resuscitate Order (often called a D.N.R this form shows paramedics and others not to try restarting the heart or breathing which is called C.P.R.); (8) Final Wishes (lets orders about funeral, burial, and related matters be given); (9) Codicil (lets one make changes to an existing Will, but most just do a new Will); (10) Durable Power Of Attorney (also called "Financial Power Of Attorney" lets power over money, property, and more be shared with someone so they can do things); and (11) Power Of Attorney Of Parent (lets parent give power over a child like over medical care, school, and home matters, to a person to help when child is away from parents).