Wills & Estate Planning
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1 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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2 Caregiver Consent for Medical Treatment
This document authorizes a temporary caregiver to make emergency medical decisions for your child in your absence, authorizes medical professionals to provide emergency medical care for your child until you can be reached, provides vital medical information about your child to healthcare providers, and lists contact information for you and your child's normal healthcare providers.
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3 Children's Trust Will
This will provides for the spouse of the will writer to receive most everything upon the trust writers death. However, the significance of this will is that upon death of both spouses this will provides for the care and maintenance of children of the spouses. This will does not set forth who will be the guardian of the children.
This Children's Trust document is for married people with one or more children. The document is broken down into three parts. The first part recites general information. The second part recites information relating to appointing a guardian for your child(ren), and the last part gathers information relating to the disposition of tangible personal property.
Once you complete all three parts and 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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4 Codicil (Modification to Will)
From time to time, circumstances may require a change in your will. 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. 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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5 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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6 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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7 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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8 General Power of Attorney
A power of attorney authorizes another person to act on your behalf in legal or business matters. Use this document to give authorization to another to act on your behalf. This document is meant to give broad power to the authorized person. The authority given is to manage and conduct all affairs and to exercise all legal rights and powers, including all rights and powers that may be acquired in the future. If you desire to give more specific powers, the Power of Attorney (limited/specific) is most likely the more appropriate document.
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9 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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10 Life Insurance Beneficiary Change Request - General
A beneficiary of a life insurance policy is the person or entity that will receive proceeds from the policy upon the death of the insured or expiration of the policy. If you have designated someone as the beneficiary of your life insurance policy and you wish to remove that person as beneficiary and name someone else, use this document to do so and then send it to your life insurance carrier. Be sure you have met all of the requirements of your insurance company to change beneficiaries.
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