Estate Planning Package - Power of Attorney

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To complete our Power of Attorney Estate Planning Starter Kit, please complete the fillable form(s). This should take you 5 minutes to complete. The POA Package includes the following digital documents that you will receive with your purchase:

Power of Attorney
Advance Healthcare Directive
HIPAA Authorization
DocuBank® Access to Vital Documents
Legal Plan Membership 1 year

Estate Planning Package – Durable Power of Attorney

In the event you become incapacitated, the person(s) you nominate as “Attorney in Fact” act on your behalf in managing your personal and financial affairs.

Single

Family

Test

Please remember, this is a digital ONLY product. Once you complete the questionnaire, sign the legal services agreement, and pay your flat-fee invoice, you will book your virtual appointment with our Estate Planning Trust Advisor for your document review.

The finished documents will be uploaded to a secure client portal for you to download. You will be responsible for getting your documents printed, and signed by a notary public and witness.

ADD-ON OPTION – $250 Notary and Delivery

We do have an option for you to add-on notarization, printing. The cost of this add-on is $250. You do not need to add this on if you do not want to.

Delivery and Notary Option

We do have an option for you to add-on notarization, printing. The cost of this add-on is $250. You do not need to add this on if you do not want to.

Notary and Delivery

Name

First Last

Email

For Durable Power of Attorney for Asset Management:

In the event you become incapacitated, the person(s) you nominate as “Attorney in Fact” act on your behalf in managing your personal and financial affairs.

Nominee 1

First in Order

Nominee 2

Second in Order

Nominee 3

Third in Order

Preferred Order

The agents nominated are to serve in order listed.

The agents nominated are to serve together.

The agents are to serve together either of whom can act independently.

Advanced Health Care Directive Information

The person or persons you nominate (in order) as “Attorney in Fact” can act on your behalf in making health care decisions fo you if you are incapacitated.

Advanced Heath Care Agents(Required)

Use the same names from above and with the same instructions?

Yes, same names and same instructions

No, I will specify new names and/or new instructions

Health Agent 1

First in Order

Health Agent 2

Second in Order

Health Agent 3

Third in Order

Preferred Order

The agents nominated are to serve in order listed.

The agents nominated are to serve together.

The agents are to serve together either of whom can act independently.

Billing Address(Required)

Street Address Address Line 2 City State ZIP Code

Shipping Address

Same as billing address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Shipping(Required)

Standard Shipping

Express Shipping

Overnight Shipping

Slow Boat From China

Total

Credit Card

Card Details

Cardholder Name

Comments

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Estate Planning Package – Power of Attorney