Life planning packet 2026

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  1. Click ‘Get Form’ to open the Life Planning Packet in the editor.
  2. Begin with the Last Will and Testament. Fill in your wishes regarding property distribution and appoint any necessary guardians or trustees.
  3. Next, complete the General Durable Power of Attorney. Designate an agent who will manage your financial matters when you are unable to do so.
  4. Proceed to the Health Care Power of Attorney. Specify who will make health care decisions on your behalf if you cannot.
  5. Fill out the Mental Health Care Power of Attorney to appoint someone for mental health treatment decisions.
  6. Complete the Statutory Equivalent of Living Will, expressing your wishes regarding life-sustaining procedures.
  7. Use the Estate Planning Questionnaire to provide details about your assets for professional guidance.
  8. Finally, fill in the Personal Planning Information and Document Inventory Worksheets to keep track of important contacts and documents.

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A power of attorney cannot override a living will if the principal created this while they were of sound mind and fully comprehended their decisions. The only exception is if the patient includes a condition in the living will that allows a proxys decision to override theirs.
Most templates have the structure in place for how to write each of these directives. Youll be responsible for filling in each element youd like included. If youre using a lawyer, youll need to clearly communicate your wishes, while the actual writing will likely be completed by your attorney.
Lasting Powers of Attorney are arguably more important than writing a Will due to the fact that these documents will concern your care and lifestyle whilst you are still alive.
For California estate planners, this question might be a false question, because the fact is you dont have to choose one or the other. In other words, your estate plan might need both documents in order to fulfill your wishes regarding your end-of-life care.
Free Resource for Creating a Will FreeWill is a secure, online tool that will take you through the will preparation process step by step. If you have a simple estate, you can print your legal will to be signed and witnessed.

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You do not need an attorney to complete the form. The form also does not have to be docHubd. You do need a disinterested witness. You can find the form for the Utah Advance Healthcare Directive and instructions for completing it at .

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