Why do you need an estate plan? What’s the best plan for you?
Each of these forms has been approved by the California legislature. Although they are “fill in the blank” format, each decision you make can have important consequences. Please consult an attorney if you are unsure of any of the choices you are making.
Advance Health Care Directive
You have the right to give instructions about your own health care and to name someone to make those health care decisions for you. In California these instructions are documented in an Advanced Health Care Directive. The statutory form can be found in the California Probate Code Section 4700-4701. This is a very powerful document. Please consult with an attorney if you have questions about this form.
Download the Advanced Health Care Directive PDF >>
*The use of this form does not create an attorney-client relationship with Peter Shelton Law or any of its attorneys or employees.
Durable Power of Attorney
A Power of Attorney document lets you appoint someone to represent you in all legal and financial matters. That person is your agent or attorney-in-fact. This is a very powerful document that allows someone to stand in your shoes. Please consult with an attorney if you have any questions about this form.
Download the Durable Power of Attorney PDF >>
*The use of this form does not create an attorney-client relationship with Peter Shelton Law or any of its attorneys or employees.
California Statutory Will
In California you can create your own Will using a form called a California Statutory Will. This is a very simple Will. It does not avoid the probate process. This is not designed to reduce death taxes or other taxes. Please consult with an attorney if you have questions about this form.
Download the California Statutory Will PDF >>
*The use of this form does not create an attorney-client relationship with Peter Shelton Law or any of its attorneys or employees.
