5 Legal Documents All Seniors Should Already Have

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#1 DPOA – Durable Power of Attorney

A DPOA, which is short for “durable power of attorney,” is a document that will end up giving an appointed person the legal right to conduct certain actions in the name of another person. This means that you can leave someone in charge of some affairs that you may not be able to conduct due to an illness or other issues. A DPOA will be appointed by you, and it can be anyone you may want, be it an attorney or someone from your family.

The DPOA will be able to take definitive decisions over a few areas of your life, including:

  • Banking
  • Government benefits
  • Beneficiary transitions of an estate trust
  • Estate trusts
  • Real Estate
  • Financial investments
  • Family and personal maintenance issues

Keep in mind that the DPOA will end up being legally responsive and have all the power over this area once the document is signed. This means that the person you appointed will have these rights granted until you pass away. While there is no need to have an active DPOA when you are in good health, it is a good idea to have one on hand if you know you have an illness that could at one point prevent you from taking care of some of these matters.

What’s more, make sure that if you draft a DPOA and want to complete it eventually, it meets all the state law requirements for such a document.

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29 Responses

    1. Google on-line for your state (e.g., DPOA for Florida; Wills in Virginia). That’s a good start, anyway. I did all myself paying a fee ($99) to make sure that all of the forms were legal in my state, etc. It can be done from one source, as I did, or you can Google separately for each document you need. General advice, I guess, is to keep it all simple…

    2. Linda,

      Look up above where there are 6 squares #1 thru #6. When you click on #1 it will talk to you about the forms. Starting at # 2 discusses the first form and going through to #6 that is the last form. #2 through #6 talks about each type of form. They don’t provide any actual forms but rather how each one affects you – Lawyer will have each form that you might need. You can list each type and if you go see a lawyer bring that list with you and he can advise you legally how each one handles your request in the case of your death. Hope this helps

    3. We can to our Library and get books on how to make a will-make or a power of attorney- make a trust fund or but make sure you know the difference meaning revocable and non-revocable-trust funds are very expensive to do and pay whoever holds this form. A medical form can be done at your Dr.office most have that form. OR if you go back to your mail you can click on there when your mouse comes up up-click. Hope this helps.

  1. It would have been nice if you posted these necessary items. As seniors we don’t often remember what to have for our kids to make our passing easy .

  2. I am very interested in having these documents available. I worry about what could happen if I don’t have things in order if I wind up in a long term care facility or on my death.

  3. What 5 Legal documents are they? What’s the cost of these documents and do they meet the state of Pennsylvania’s Law?

  4. For our 1st anniversary, my Husband took me to a Funeral home and we made arrangements for our deaths. Everything was set up except for what we would wear and the flowers. Everything went on a payment plan and when that was paid for, the interest kept accumulating – so our funeral is paid in full. Then our 2nd anniversary, we bought burial plots. The 3rd year we bought a marker, monument, with all the information, except date of death, the next year we got a Trust made out. Every year thereafter, we update it.

  5. Is there a place to locate these documents without having to pay for an attorney? Are there sites that offer these documents, to be filled out, for free or at low cost?

  6. I was a store manager at Office Depot and we carried multiple packets of documents, most of the ones mentioned in this email. They start at $9.99 to $19.99…hope this helps!

  7. I have my last will and testament, but I do not know where to go to get it made official. Just to a Notary, or to the courthouse?

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