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1 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.

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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 Life Insurance Beneficiary Change Request - To Add Children

When you have a new child, you may wish to change the beneficiary of your life insurance policy to include your new child. Requests to change beneficiaries must be submitted in writing to your insurance carrier. If you would like to add your child as a beneficiary to your policy, use this Life Insurance Beneficiary Change Request to create a customized letter for your carrier with your specific policy and beneficiary information.

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4 Life Insurance Beneficiary Change Request - To Add New Spouse

When you marry, you may wish to change the beneficiary of your life insurance policy to include your new spouse. Requests to change beneficiaries must be submitted in writing to your insurance carrier. If you would like to add your spouse as a beneficiary to your policy, use this Life Insurance Beneficiary Change Request to create a customized letter for your carrier with your specific policy and beneficiary information.

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5 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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6 Living Will

A Living Will is a very important legal document that allows you to state your wishes and desires regarding health care treatment before you are unable to do so on your own. It allows you to give instructions as to what types of life-sustaining treatment you would like to receive upon your incapacity.

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7 Power of Attorney for Health Care and Living Will

A Power of Attorney for Health Care Living Will is a very important legal document that allows you to designate a person (an agent) to make health care decisions on your behalf upon your incapacity as you specify within the document. It allows you to give instructions as to whether you would like to receive life sustaining treatment upon your incapacity. Your incapacity is determined by two (2) physicians stating in writing that you are unable to make health care decisions on your own.

A Power of Attorney for Health Care Living Will differs from a basic Living Will in that it allows a person to name an agent to make decisions on his or her behalf wherein a basic Living Will merely allows a person to state their wishes and desires regarding health care decisions.

Additionally, this document contains a Health Insurance Portability and Accountability Act of 1996 (HIPAA) waiver. The HIPAA waiver states that the specific people you name can communicate with medical personnel about your condition.

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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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