Welcome to the Blue Line Young Adult Incapacity Plan!
Registration Info Please use your legal name as it appears on your license or government-issue ID
Young Adult Info Please provide the name of your college student. You are filling this out for them; their name will be selected as the primary” in the document while you can provide your name as their agent.
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 A Power of Attorney Agent is the person you name in your Power of Attorney to step into your shoes to handle (financial matters for you) .When the Power of Attorney Agent has power to act, they then have legal authority to carry out what is authorized in the document without the need of court involvement. A Power of Attorney Agent can only act in their capacity as agent for you. When picking a Power of Attorney Agent, since this is a financial role, your analysis of who it should be is very similar to how you chose who should serve as your Executor . In a way, they can be similar roles – it’s just that the Power of Attorney Agent can only act on your behalf during your life and the Executor can only act when appointed by the Probate Court after your death. Because of this, it’s not uncommon to have the same helper serving in both roles. If you choose to have your agents serve jointly, your agents will have to make decisions together by majority decision. In choosing whether your agents should serve jointly, you should consider whether your agents would be able to get along and make decisions together. If you select that you would like your agents to serve jointly, you will want to select the “serve jointly” button next to each agent who you wish to have serve jointly. If you wish to have only two agents serve jointly and another agent serve individually, please only select the box next to the two joint agents and leave the box unselected next to the agent you wish to serve individually.
Health Care POA Your Health Care Agent will make medical decisions for you if you are incapacitated and unable to do so yourself. When picking a Health Care Agent, pick someone who would be comfortable serving in this role. Also, consider whether that person would have similar ideas as to you regarding medical care. If your doctors ever need to say that there is nothing further they can do except to keep you “hooked up” to machines, and you would not want that, don’t pick someone who would feel the opposite or too burdened to have to make those kind of decisions. If you choose to have your Health Care Agent serve jointly, your Health Care Agents will have to make decisions together by majority decision. In choosing whether your Health Care Agents should serve jointly, you should consider whether your Health Care Agents would be able to get along and make decisions together. If you select that you would like your Health Care Agents to serve jointly, you will want to select the “serve jointly” button next to each Health Care Agent who you wish to have serve jointly. If you wish to have only two Health Care Agents serve jointly and another Health Care Agent serve individually, please only select the box next to the two joint Health Care Agents and leave the box unselected next to the Health Care Agent you wish to serve individually.