Informational Forms

I am including for your use ten forms which I provide to my clients to help organize information essential for those who will be responsible for health, financial and other matters after the client’s disability or death. I encourage my clients to complete the first nine forms listed below (and Form No. 10 if they have any minor children) to assist those appointed as executors, trustees, guardians and/or agents under medical and general powers of attorney in handling the matters of their respective responsibilities. In addition, I encourage each of my clients to write a letter or memorandum for those persons, providing any other information which would help them administer the client’s estate.

You can complete the PDF forms in handwriting or complete the Word DOC files on your computer. Use additional sheets or the back of the pages as necessary.

Form Nos. 1 through 4 and 10 may be used by either single persons or a married couple. For Form No. 5, entitled “Financial Data,” two different forms are enclosed–one for individuals and the other for married couples. If you are married, each spouse should use a separate form for Form Nos. 6 through 9.

I have also enclosed two legal forms–an Authorization To Consent To Medical Treatment Of Minor Child(ren) as pdf or as a Word DOC with which you can authorize someone other than a parent to consent to medical treatment of your minor children, and a Declaration of Guardian in the Event of Later Incapacity or Need of Guardian as pdf or as a Word DOC to declare who you would want to serve as your guardian of the person (who would control where you live) and your guardian of the estate (who would control your assets, other than those in trust). Although your assets can be controlled under a general power of attorney as long as there is no guardian, if a court appoints someone to be guardian, the power of attorney would terminate. Your declaration of guardian would help prevent a person from serving as guardian whom you wouldn’t want to serve.

The only forms which must be notarized are those which have a place provided for a notary to sign.

The first five forms will assist not only your executor in the event of your death but also your attorney-in-fact under your general power of attorney or your successor trustee if you have a living trust, in the event of your incapacity. Even though your spouse may know all of the information, he or she may not be able to serve after your death or disability.