Student's Name Welcome to our easy and affordable attorney-built protection documents. Enter your college student’s full legal name below. Your student will be designated as the Principal in these documents.
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Your Contact Details Please submit all answers with the proper capitalization. Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your middle name or initial if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other name in the “also known as” field. Also known as names are names that you may regularly use for financial documents, health care policies, or just more commonly known as.
Financial Power of Attorney You will need to name the person who can manage your money, bills, and accounts if you are unable to do so—this person is called your Financial Agent. You will first choose a Primary Agent and then name a Successor Agent as a backup in case your first choice cannot serve. This arrangement, known as a Power of Attorney (POA), gives your agent the authority to act under the powers you grant without having to go through the court process. If you decide to have agents serve jointly, they must make decisions together; if not, either agent may act independently. If you are unsure about the best option, your Estate Plans For Life attorney can assist you at 888-711-9488.
Health Care POA and HIPAA Choose the person who can make medical decisions for you if you are unable to communicate or decide for yourself—this person is called your Medical Agent. A Medical Power of Attorney (Medical POA) only applies while you cannot make decisions on your own and ends once you are able to do so again. It is best to name one primary agent and at least one backup, who would serve in the order you list them. If you appoint two agents to serve together, or “joint,” they must agree on all decisions. If you have questions, your Estate Plans For Life attorney can guide you at 888-711-9488.
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