Will Planning Wizard
Sixty percent of Americans die without a valid will. This is unfortunate, because in most cases state laws will take over and will distribute your probate estate in accordance to a prescribed formula – possibly and probably in ways that you would not choose.
Take the time now to begin.
This Will Planning Wizard will guide you through the most difficult part: collecting your thoughts and information before you visit your attorney. Once you complete the wizard, it will generate a Microsoft Word document with all your information organized. (If you cannot answer some questions, simply leave blank. You can fill it in at a later point.)
For security reasons, the form does not ask your social security number. Just fill in that part by hand after you print out your document.
Some states allow an individual to compose his or her own will. However, a will is a very important legal document. Therefore, in the vast majority of cases, it is wise to employ the expertise of a qualified attorney. A will is one of the least expensive legal documents you would pay for, but a well-written one could save your heirs much more in dollars and hassle.
Please attach a copy of the deed for each parcel of real property that you own.
The Durable Power of Attorney becomes effective upon the proven incompetency of an individual to handle his or her own affairs. In this document, you would name a person who would take charge of your affairs (known as your “attorney-in-fact”). The value of this document is that it eliminates the need to establish a guardianship in the event of incompetency.
The Power of Attorney for Health Care authorizes the designated attorney-in-fact to authorize or withhold medical care if you are unable to do so yourself. The person so designated should be a person with whom you have discussed issues such as use of medical means to prolong your life artificially.
The Directive to Physicians clarifies a person’s wish not to have his or her life "artificially prolonged" in the case of any injury, disease or terminal condition rendering such person unable to communicate.
Please list your current professional legal and financial advisors here:
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