The will and living will toolkit: the ultimate guide to preparing your will and living will

List of Forms

Introduction To The Will And Living Will Toolkit

Installation Instructions for Installing Forms-on-CD

Installation Instructions for PCs

Installation Instructions for MACs

Instructions for Using Forms-On-CD

To Access Adobe PDF Forms

To Fill in and Use PDF Forms

To Access and Complete the Text Forms

Technical Support

Chapter 1. Why Do You Need a Will and Living Will?

Reasons for Having an Estate Plan

To Provide Advance Health Care Plans for Emergencies

To Avoid the State Deciding Who Will Receive Your Property

To Avoid the Delays and Expense of Probate

To Save Money on the Distribution Your Estate

To Appoint Someone to Administer Your Property

To Appoint a Guardian for Your Minor Children

To Appoint Someone to Administer a Minor Child's Property

To Disinherit a Child or Other Relative

To Accomplish Other Results

Chapter 2. Developing Your Own Personal Estate Plan

Qualifications for Having an Estate Plan

Estate Planning Tools

Distribution of Property on Death

Last Will and Testament

Avoiding Probate

Joint Tenancy with Right of Survivorship

Living or Revocable Trusts

Life Insurance

Retirement Accounts and/or Pension Plans

Payable-on-Death Bank Accounts

Gifts to Minors

Reducing Taxes

Healthcare Concerns

Living Will

Health Care Power of Attorney

Durable Power of Attorney for Financial Affairs

Advance Health Care Directive

Designation of Primary Physician

Organ Donation

Steps in Preparing Your Estate Plan

Estate Planning Quick Checklist

Estate Planning Chart

Chapter 3. Property and Taxation Information

What Property May Be Disposed of With Your Estate Plan?

Community Property States

Common-Law Property States

Federal and State Taxes Relating to Estates

Federal Estate Taxes

State Estate Taxes

State Inheritance Taxes

Federal Gift Tax

Income Tax on Inheritances

Property Questionnaire Instructions

Property Questionnaire

What Are Your Assets?

What Are Your Liabilities?

Net Worth of Your Estate

Chapter 4. Beneficiary and Gift Information

Who May Be a Beneficiary?

What Types of Gifts May You Make?

Beneficiary Questionnaire

Who Will Receive Which of Your Assets?

Are There Any Other Relatives, Friends, or Organizations to Whom You Wish to Leave Gifts?

Are There Any Persons Whom You Wish to Specifically Leave Out of Your Will and/or Living Trust?

Chapter 5. Probate and Executor Information

Overview of a Typical Probate Proceeding

Simplified Probate Procedures

Choosing a Executor

Executor Duties Checklist Instructions

Executor Duties Checklist

Immediate Executor Duties

Executor Duties Within First Month

Executor Financial Duties

Executor Information Checklist Instructions

Executor Information Checklist

Location of Records

Funeral or Cremation Arrangements

Persons, Businesses, and Organizations to Contact

Relatives to Contact

Friends to Contact

Newspaper Obituary Information

Chapter 6. Selecting a Will

Instructions for Selecting Your Will

Instructions for will for Married Person with Children (Using Children's Trust)

Will for Married Person with Children (Using Children's Trust)

Instructions for Will for Single Person with Children (Using Children's Trust)

Will for Single Person with Children(Using Children's Trust)

Instructions for will for Married Persons with No Children

Will for Married Person with No Children

Instructions for Will for Single Person with No Children

Will for Single Person with No Children

Chapter 7. Preparing and Signing a Will

Instructions for Preparing Your Will

Instructions for Signing Your Will

Safeguarding Your Will

Chapter 8. Changing a Will

Instructions for Changing Your Will

Codicil

Chapter 9. Preparing a Living Will

Typical Living Will Provisions

Instructions for Preparing and Signing a Living Will

Living Will Declaration and Directive to Physicians

Instructions for Revoking a Living Will

Revocation of Living Will

Chapter 10. Preparing a Health Care Power of Attorney

When You Should Use a Health Care Power of Attorney

Revoking Your Durable Health Care Power of Attorney

Instructions for Durable Health Care Power of Attorney and Appointment of Health Care Agent and Proxy

Health Care Power of Attorney and Appointment of Health Care Agent and Proxy

Instructions for Revocation of Durable Health Care Power of Attorney

Revocation of Health Care Power of Attorney

Instructions for witness Affidavit of Revocation of Durable Health Care Power of Attorney

Witness Affidavit of Revocation of Durable Health Care Power of Attorney

Chapter 11. Preparing a Durable Unlimited Power of Attorney for Financial Affairs

When You Should Use a Durable Unlimited Power of Attorney for Financial Affairs

State-Specific Power of Attorney Forms

Instructions for Durable Unlimited Power of Attorney for Financial Affairs(1)

Unlimited Durable Power of Attorney for Financial Affairs (Effective immediately)

Instructions for Durable Unlimited Power of Attorney for Financial Affairs (2)

Unlimited Durable Power of Attorney for Financial Affairs (Effective on disability)

Instructions for Revocation of Durable Unlimited Power of Attorney for Financial Affairs

Revocation of Durable Unlimited Power of Attorney for Financial Affairs

Chapter 12. Preparing an Advance Health Care Directive

What is an Advance Health Care Directive

Living Will

Health Care Power of Attorney

Designation of primary Physician

Organ Donation

When You Should Use an Advance Health Care Directive

Witness and Notary Requirements

Instructions for Preparing Your Advance Health Care Directive

Revoking Your Advance Health Care Directive

Instructions for Revocation of Advance Health Care Directive

Revocation of Advance Health Care Directive form

Instructions for Witness Affidavit of Oral Revocation of Advance Health Care Directive

Witness Affidavit of Oral Revocation of Advance Health Care Directive form

Instructions for Additional Information for Advance Health Care Directive

Additional Information for Advance Health Care Directive form

Chapter 13. Preparing a Designation of Primary Physician

Instructions for a Designation of Primary Physician

Designation of Primary Physician

Chapter 14. Preparing an Organ Donation Form

Instructions for an Organ Donation Form

Organ Donation Form

Appendix: State Estate Planning Laws

Glossary of Estate Planning Terms

Index