Products tagged with 'estate planning form'

Make a Statutory Durable Power of Attorney with this easy-to-use form for Texas, under the Durable Power of Attorney Act, Chapter XII of the Probate Code.

• You can grant your attorney-in-fact the power to deal with your finances and property on your behalf as you see fit, including:
  • your real estate property,
  • banking and financial transactions,
  • stocks and bonds,
  • personal property,
  • insurance,
  • retirement plans and social security,
  • employment benefits,
  • tax and legal matters,
  • your business affairs and operations.
• This Power of Attorney does NOT give your attorney-in-fact the authority to make health care or other medical decisions for you.
• This legal form template is available in MS Word format, and is easy to fill in and print. No need to buy additional copies - you and your spouse can each prepare a Power of Attorney with this form.
• Intended to be used only in the State of Texas.

Tennessee residents, appoint someone to handle your finances and business matters with this Durable Power of Attorney form.

This document is designed for Tennessee residents who wish to appoint an attorney-in-fact to manage their financial and business affairs. By completing this Durable Power of Attorney form, you can ensure that the person you choose has the authority to act on your behalf in a variety of matters.

When the Power of Attorney Becomes Effective

You can choose to have the power of attorney become effective immediately, or ONLY when you become unable to handle your affairs for yourself.

Powers Granted to Your Attorney-in-Fact

With this Power of Attorney, you may grant your attorney-in-fact the authority to handle one or more aspects of your financial and business matters, including:

• Managing your real estate property
• Handling banking and financial transactions
• Overseeing stocks and bonds
• Dealing with personal property
• Managing insurance matters
• Administering pension and employment benefits
• Attending to tax and legal matters
• Supervising your business affairs and operations

Limitations of the Power of Attorney

It is important to note that this Power of Attorney does not grant your attorney-in-fact the authority to make health care or other medical decisions for you. Its use is strictly limited to financial and business matters.

Easy-to-Use Format

The form is available in MS Word format, making it simple to fill out and print. There is no need to purchase additional copies, as both you and your spouse can each prepare a separate Power of Attorney using this document.

State-Specific Use

This Power of Attorney form is intended for use only in the State of Tennessee.

Mississippi residents, plan for the future and protect your interests with this General Durable Springing Power of Attorney.

• A "springing" Power of Attorney becomes effective only if you become incapacitated. You can grant your attorney-in-fact the power to deal with a number of matters for you, including:
  • your real estate property,
  • banking and financial transactions,
  • stocks and bonds,
  • personal property,
  • insurance,
  • pension and employment benefits,
  • tax and legal matters,
  • your business affairs and operations.
• This Power of Attorney does NOT give your attorney-in-fact the authority to make health care or other medical decisions for you.
• This legal form is available in MS Word format, and is easy to fill in and print.
• No need to buy additional copies - you and your spouse can each prepare a Power of Attorney with this form.
• Intended for use only in the State of Mississippi.

Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada).

• Who Can Use This Form. An alter ego trust can only be created by an individual aged 65 or older, who will have the exclusive right to receive all income from the trust.
• Trust Income.  During the settlor's lifetime no person other than the settlor may receive or otherwise obtain the use of any part of the trust's income or capital.
• Distribution of Trust AssetsUpon the settlor's death, the trust will hold any remaining assets for the benefit of other beneficiaries named in the Trust Deed. The trust will be able to distribute those assets to the other beneficiaries without the assets having to go through the probate process.
• Legal Jurisdiction. This Alter Ego Trust Deed template is governed by Canadian tax laws and is intended to be used only within Canada.
• Format. The template is available in MS Word format and is fully editable.

Plan for the future and ensure that your wishes are known with this New Zealand Enduring Power of Attorney in Relation to Personal Care and Welfare.

Why do I need an Enduring Power of Attorney?

An Enduring Power of Attorney (an "EPA") allows you to appoint another person to act as your agent ("attorney") to make decisions for you relating to your personal care and welfare only in the event that you become incapable of doing so.

What powers will my attorney have under the EPA?

You may authorise your attorney to act generally in respect of your personal care and welfare or with whatever conditions and restrictions you decide.

The attorney also has statutory restrictions imposed on their powers which are specified in the form.

How to Get the Form

This Enduring Power of Attorney form is provided by The New Zealand Ministry of Justice, under Section 94A(2) of the Protection of Personal and Property Rights Act 1988. Click the link to download.

You should also download the Standard Explanation: EPA Personal Care and Welfare. It contains information and instructions on how to complete your EPA.

Appoint someone to manage your property and assets for you with this New Zealand Enduring Power of Attorney in Relation to Property.

What is the purpose of the Enduring Power of Attorney?

The Power of Attorney allows you to appoint another individual or a trustee corporation to act as your agent (attorney) in matters relating to your property only, under the New Zealand Protection of Personal and Property Rights Act 1988.

This authority DOES NOT extend to medical or personal care decisions. For that purpose, you will need an EPA for Personal Care and Welfare.

What powers will my attorney have under the EPA?

• You can authorise the attorney to act in respect of all of your property or only such property as you specify. The attorney may also have conditions and restrictions imposed on its powers as detailed in the document.
• You can choose if the power of attorney is to remain in effect in the event you become mentally incapable, or whether it will only become effective if that should happen.

How to Get the Form

This is a downloadable legal form in MS Word format available from the New Zealand Ministry of Justice, under Section 94A(2) of the Protection of Personal and Property Rights Act 1988.

You should also download the Standard Explanation: EPA Property. It contains information and instructions on how to complete your EPA.