Durable Power of Attorney for Finances – this document allows you to name someone to act on your behalf with regard to all of your financial, business and legal affairs in the event of your incapacity. They are called your attorney-in-fact.
Special Gifts List of Personal Property– This holographic codicil to a Will allows you to amend the Will in your own handwriting over the years without the need of witnesses or notaries. The Trust refers to this list so that you can easily give away furnishing, jewelry and other personal possessions.
Powers of Attorney to Care for Children – Since the Will does not become effective until death, it can be helpful to name Guardians of your minor children in the event of your incapacity or if you need someone to care for them temporarily (for example, while you are on vacation).
HIPAA Release – This document waives the Health Insurance Portability and Accountability Act so that the person you name as your agent in your Advance Healthcare Directive can communicate with your doctor.
Letter to Life Insurance to change owner and beneficiary – This letter can be customized for each of your life insurance policies in order to request that they transfer ownership to your trust and that they change the beneficiary to be your trust. If you prefer to have your life insurance pass estate tax free on your death, consider setting up an irrevocable life insurance trust instead.
What to do with Internet-based Assets – This form asks you to identify your online assets and passwords. It is intended to assist someone by providing information in the event of your death or incapacity.
Illegible Notary Declaration – Often a blurry notary seal can be considered “illegible” by the county recorder where the document (usually a deed) is being recorded. In that case, you will want the notary to sign this form and attach it to the illegible notarization.
Estate Organizer Forms – The information you provide on these pages will be very helpful to the next person in charge of your estate or trust. These pages are optional and may be completed by you at your leisure, or not at all. Keep this important information with your other estate planning documents and inform the next person in charge where to find them.
Written Instructions for each of the forms are also included.