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Over 75% of the American public do not have a valid will. The Will and Living Will Toolkit provides a comprehensive source of understandable, professional-level information and forms for preparing a customized will and living will, including official state-specific living will forms.
The forms and instructions are all written in straight-forward English, yet provide a wealth of hands-on tools for preparing these important legal documents. Included in this valuable guide are forms for preparing standard wills, living wills, and as a bonus, forms for preparing state-specific advance health care directives which contain important health-care and financial powers of attorney and organ donation forms.
All of the forms are also included on the attached CD in both text and fillable PDF formats that may be easily completed, saved, and printed out on any computer.
"A guide for those who want to make sure their wishes are carried out ... an ideal choice." Internet Bookwatch
Book with CD
288 pages
ISBN: 978-1-892949-47-9
$29.95
Table of Contents [click to show]
Table of Contents
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 Person 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
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