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WWW.volsprobono.senior LAW PROJECT LIFE PLANNING DOCUMENTS INTAKE & QUESTIONNAIRE The VOLS Senior Law Project helps eligible low income seniors who live in New York City and are age 60+ obtain wills
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Gather all necessary information such as personal details, financial information, healthcare preferences, and important contacts.
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Who needs life planning documents intake?

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Anyone who wants to ensure their wishes and preferences are followed in case of incapacity or end-of-life decisions.
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Individuals who want to designate healthcare proxies, beneficiaries, and powers of attorney.
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People with complex financial situations who want to specify how their assets and properties should be distributed.
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Adults who want to protect their minor children by appointing legal guardians or setting up trusts for their care.
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Life planning documents intake is a process of collecting and reviewing important documents related to end-of-life decisions, such as wills, advanced directives, and estate plans.
Anyone who wants to ensure their end-of-life wishes are followed and their assets are distributed according to their preferences is required to file life planning documents intake.
To fill out life planning documents intake, individuals need to gather all relevant documents, complete any necessary forms, and ensure that their wishes are clearly communicated.
The purpose of life planning documents intake is to help individuals plan for end-of-life decisions, ensure their wishes are known and followed, and protect their assets for future generations.
Information such as wills, trusts, advanced directives, power of attorney documents, and beneficiary designations must be reported on life planning documents intake.
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