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Content
Appointment Schedule
of
______________________________________
Power of Attorney
This document allows another person to handle your financial affairs should you
become disabled or incapacitated. This document becomes invalid upon your death.
Co-agents can be appointed.
Primary Agent/Co-Agents
Address
Email
Successor Agent
Address
Email
nd
2 Successor Agent
Address
Email
Monitor (Optional)
Address
Email
Health Care Proxy This document authorizes another person to make health care decisions for you if you
are unable to make them for yourself. Co-agents cannot be appointed.
Primary Agent
Address
Telephone Number(s)
Email
Successor Agent
Address
Telephone Number(s)
Email
nd
2 Successor Agent
Address
Telephone Number(s)
Email
Last Will and Testament
This document outlines how your tangible personal property and other assets not
otherwise beneficiary-designated will be distributed upon your death.
Executor: The Executor arranges for the payment of final debts and expenses and oversee