Fill and Sign the Control Number Ct P001 Pkg Form

© 2018 - U.S. Legal Forms, Inc. CONNECTICUT LIFE DOCUMENTS PLANNING PACKAGE Control Number: CT-P001-PKG U.S. Legal Forms™ thanks you for your purchase of a Personal Planning Package. This package is an important tool to help you organize your legal affairs as you begin to think about entering a later stage of life. It contains key legal documents that are vital for you to maintain on file and safeguard in event of an emergency or unforeseen life event. TABLE OF CONTENTS I. Form List with descriptions II. Descriptions of Forms III. Legal Document Storage information IV. Tips on Completing the Forms V. Disclaimer I. FORM LIST With your Life Documents Planning package, you will find the state specific forms that will help you prepare for and protect yourself and your loved ones from events that may affect your health, your finances and your affairs after your death. Included in your package are the following forms: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Last Will and Testament (control number varies) Designation of Standby Guardian (CT-P009) Affidavit that designation of a standby guardian is in full force and effect (CT-P009A) Statutory General Power of Attorney (CT-P010) Statutory Durable Power of Attorney for Health Care (CT-P016) General Durable Power of Attorney for Property and Finances (CT-P003A) Affidavit that Power of Attorney is in Full Force and Effect (CT-P010A) Statutory Health Care Proxy (CT-P016A) Statutory Health Care Directive Living Will (CT-P021) Estate Planning Questionnaire and Worksheets (CT-WIL-801) Personal Planning Information and Document Inventory Worksheets (US-00PPF) Financial Statement-Universal Form (US-00522-J) II. DESCRIPTIONS OF FORMS Brief descriptions of the forms contained in your U.S. Legal Forms™ Personal Planning Package are found below. Last Will - Complete this form to detail in writing your wishes regarding who is to receive your property at death and who will administer your estate. It also enables you to appoint trustees or guardians, if applicable. (control number varies) Designation of Standby Guardian - This form is a designation of a standby guardian of your children in the event of the occurrence of a specific act. (CT-P009) Affidavit that Designation of a Standby Guardian is in Full Force and Effect - This form is an affidavit that a contingent act has occurred and that the designation of a standby guardian is in effect. (CT-P009A) Statutory General Power of Attorney - This is a statutory form that is a general, durable and/or limited power of attorney, depending on how you use it. It grants your attorney-in-fact (your agent) VERY broad powers with regard to your property and finances. This Power of Attorney does NOT provide for health care services. (CT-P010) Statutory Durable Power of Attorney for Health Care - Appointment of Health Care Agent - This is a statutory form that is provided for in the Connecticut Revised Statutes. This form serves a number of purposes, as the title suggests. You may appoint a health care agent and/or an attorney in fact for health care to make health care decisions for you if you are unable to make them for yourself. It also allows you to express your wishes and desires regarding the appointment of a conservator in the event you are incapacitated at some future date and to make an anatomical gift. (CT-P016) General Durable Power of Attorney for Property and Finances Effective Immediately - This General Durable Power of Attorney is a general, durable power of attorney which is effective IMMEDIATELY. The powers granted to an Agent in this Power of Attorney are very broad. This Power of Attorney does NOT provide for health care services. This form complies with all applicable state statutory laws. (CT-P003A) Affidavit Power of Attorney is in Full Force and Effect - This form is an affidavit that a power of attorney is still in full force and effect. (CT-P010A) Statutory Health Care Proxy - This is a statutory form that is provided for in the Connecticut Revised Statutes. This form allows you to appoint a health care agent to make decisions for you if your attending physician determines that you are unable to understand and appreciate the nature and consequences of health care decisions and to reach and communicate an informed decision regarding treatment. (CT-P016A) Statutory Health Care Directive - Living Will - This is a statutory form that is provided for in the General Statutes of Connecticut. This form allows you to express your wishes and desires regarding whether or not your life is prolonged by artificial means. (CT-P021) Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes. (CT-WIL-801) Personal Planning Information and Document Inventory Worksheets - This form enables you to document matters relevant to your life and personal planning such as the location of your important legal documents, relative’s names, contact information, medical information, financial asset inventory and more. (US-00PPF) Financial Statement Form – Universal Use - This form outlays the assets and liabilities of an individual. The form contains sections which ask the individual to identify the following: current assets, current liabilities, deferred assets, and net worth. (US-00522-J) If you need additional information, please visit www.uslegalforms.com and look up forms by subject matter. You may also wish to visit our legal definitions page at http://definitions.uslegal.com/ III. LEGAL DOCUMENT STORAGE Once you prepare legal documents and forms in your U.S. Legal Forms™ Essential Legal Life Documents Package, it is highly recommended that you keep forms together. An optional USLegal Life Documents Organizer is available for purchase from www.uslegalforms.com to help store your legal documents. Legal documents should also be kept in a very secure place such as a bank safe deposit box or personal home safe. You may wish to tell your attorney or a family member about the location of your Legal Life Documents Package in the event you are unable to communicate it to them when needed. IV. TIPS ON COMPLETING THE FORMS The form(s) in this packet may contain “form fields” created using Microsoft Word or Adobe Acrobat (“.pdf” format). “Form fields” facilitate completion of the forms using your computer. They do not limit your ability to print the form “in blank” and complete with a typewriter or by hand. It is also helpful to be able to see the location of the form fields. Go to the View menu, click on Toolbars, and then select Forms. This will open the Forms toolbar. Look for the button on the Forms toolbar that resembles a shaded letter “a”. Click this button and the form fields will be visible. By clicking on the appropriate form field, you will be able to enter the needed information. In some instances, the form field and the line will disappear after information is entered. In other cases, it will not. The form was created to function in this manner. V. DISCLAIMER These materials were developed by U.S. Legal Forms, Inc. based upon statutes and forms for the subject state. All information and Forms are subject to this Disclaimer: All forms in this package are provided without any warranty, express or implied, as to their legal effect and completeness. Please use at your own risk. If you have a serious legal problem, we suggest that you consult an attorney in your state. U.S. Legal Forms, Inc. does not provide legal advice. The products offered by U.S. Legal Forms (USLF) are not a substitute for the advice of an attorney. THESE MATERIALS ARE PROVIDED “AS IS” WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL U.S. LEGAL FORMS, INC. OR ITS AGENTS OR OFFICERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OR PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE THE MATERIALS, EVEN IF U.S. LEGAL FORMS, INC. HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.