Wills & Estate Planning
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- Estate Planning Last Will & Testament
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1 Designation of Guardians and Durable Power of Attorney
This document allows you to nominate a person to act as guardian of the person of your minor child(ren). A guardian of the person is an individual who is legally responsible for the personal affairs, health and well-being of a minor. The guardian of the person will have the authority to make decisions on behalf of your minor children when you are unable to do so.
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2 Last Will and Testament
A will is a legal declaration where a person, the testator, names one or more people to manage his or her estate and provides for the transfer of his or her property at death.
This document is a will and testament that provides for the distribution of a home, specific personal gifts, specific monetary gifts and residue of estate. This will also provides for instructions regarding disposition of the body upon death.
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3 Authorization for Release of Medical Records
When you are requesting the medical records be released to an individual, company, organization or other entity you may be required to sign a written consent and authorization for them to transfer the records. Use this document to give written consent to the entity you are asking to transfer your records, to do so.
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4 Medical Records Request
Most medical practices and facilities ask that you fill out a medical request form or write a letter if you wish to receive a copy of your medical records. Use this document to prepare a letter to any practice or facility that you wish to receive your medical records from. Whether you are in need of the records to give to another doctor or medical facility or you just want a copy for yourself, you are entitled to these records.
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5 Revocation of Living Will and/or Power of Attorney
Upon the appropriate action of a declarant (person writing a will) a living will can be canceled or revoked. A living will can be revoked at any time without regard to the mental or physical condition of the declarant. The meaning of the revocation is that the will is no longer effective or legally enforceable. A revocation is effective when it's communicated to the attending physician or other health care provider by the declarant or anyone that witnesses the revocation.
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6 Revocation of Power of Attorney
A power of attorney authorizes another person to act on your behalf in legal or business matters. If you have already given someone power of attorney over your matters but have since then decided to revoke power from that person it will be necessary to do so in writing and have it authorized by a notary public. Use this document to revoke power of attorney from a previously authorized person.
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7 Organ Donor Declaration
This Organ Donor Declaration is made in accordance with the Uniform Anatomical Gift Act. It allows an individual to make a gift of his or her organs. The individual making the gift can choose to make a gift of all or any part of his or her body for any purpose or for medical research only. This Organ Donor Declaration must be signed and dated by two witnesses one of whom is a disinterested witness. A disinterested witness means a witness other than the spouse, child, parent, sibling, grandchild, grandparent, or guardian of the individual who makes a gift of his or her organs.
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8 Codicil to Will (To Add Spouse)
When you get married, it is important to update your will to include your new spouse, so that your new spouse is included, and to avoid unnecessary probate expenses. In order to update your will, you don't need to rewrite the entire thing. All you need to do is create a codicil (modification to the will) and specify what part of the will you would like changed so that your new spouse is included. Reference the location and the specific language you will be affecting. Be as clear and precise as possible to avoid undue complications. This form is not a substitute for legal advice. When making a codicil, it is highly recommended to seek the advice of a qualified estate planning attorney to avoid complications and assure that your codicil states your modified wishes.
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9 Transfer Under Uniform Gift to Minor Act
Under the Uniform Gift to Minors Act (UGMA) or the Uniform Transfer to Minors Act (UTMA), depending on which law applies in your state, an account can be established for a child. The purpose of the account is to permit someone to make gifts or transfers of property to a minor without setting up a trust. The transfers made to this type of an account are considered an irrevocable transfer to the minor in whose name the account is registered. Use this document to transfer gifts or property to a minor through a UGMA or UTMA account. Once you complete all three parts, you will have a Children's Trust that you can print. After you print the Children's Trust, you will need to have it signed by two witnesses and notorized before taking it to your attorney.
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10 Codicil to Will (To Add Child/ren)
When you have a new child, it is important to update your will to include your new child, so that he or she is included, and to avoid unnecessary probate expenses. In order to update your will, you don't need to rewrite the entire thing. All you need to do is create a codicil (modification to the will) and specify what part of the will you would like changed so that your new child is included. Reference the location and the specific language you will be affecting. Be as clear and precise as possible to avoid undue complications. This form is not a substitute for legal advice. When making a codicil, it is highly recommended to seek the advice of a qualified estate planning attorney to avoid complications and assure that your codicil states your modified wishes.
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