Nuts and Bolts Guides

Forms

H.E.L.P. Nuts and Bolts Guides provide important information that is simple and easy-to-read.

Nuts and Bolts Ultimate Pack

The Ultimate Pack includes the complete set of our plain language Nuts & Bolts Guides. Scroll down to purchase guides individually.

Estate Administration
Financial Powers of Attorney
Health Care Powers of Attorney
Medi-Cal for Nursing Home Care
Probate (and Avoiding It) in California
The Taxes on Giving: Estate and Gift Taxes
Wills and Revocable Living Trusts
Your Aging Preparedness Kit

Price: $25.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Estate Administration

This four-page, plain-language guide discusses the six important steps to follow when administering an estate:

Find information, documents and assets
Notify all necessary parties
Determine proper transfer method(s)
Handle debts and taxes

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Financial Powers of Attorney

This four-page, plain-language guide provides the following information on Financial Powers of Attorney (DPAFM):

Purpose and power of a DPAFM.
Selecting a proper agent
Importance of coordinating a DPAFM and PAHC
Conservatorship basics

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Health Care Powers of Attorney

This four-page, plain-language guide provides the following information on Health Care Powers of Attorney (PAHC):

Purpose and power of a PAHC
Selecting a proper agent
Chosen agent's duties and authorities
How to be an effective agent

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Medi-Cal for Nursing Home Care

This four-page, plain-language guide provides the following information on Medi-Cal coverage for Nursing Home Care:

Medi-Cal eligibility tests
Increased countable asset allowance for a community spouse
Gifts and Medi-Cal ineligibility
Estate recovery

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Probate (and Avoiding it) in California

This four-page, plain-language guide provides the following information on Probate (and Avoiding it) in California:

The probate route
The spousal property route
The probate avoider route
Small estate route

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

The Taxes on Giving: Estate and Gift Taxes

This four-page, plain-language guide provides the following information on estate and gift taxes:

Taxes on giving: the $13,000 rule
Calculating the estate tax
Tax-free gifts and estate distributions to qualifying charities
The power of a "Bypass" trust

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Wills and Revocable Living Trusts

This four-page, plain-language guide provides the following information on Wills and Revocable Living Trusts:

Formalities required for a valid Will
Passing away "intestate"
The powers provided by a living trust
Ways to avoid probate by planning ahead

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.

Your Aging Preparedness Kit

This plain-language guide provides the following information on ways to plan ahead for what might be in store:

Your power of attorney for health care
Think and communicate with your helpers
Your power of attorney for financial matters
Your estate plan.
Your plan for long-term care
Your plan for funeral and burial

Price: $5.00 (USA), including USPS print mail shipping and any applicable sales tax. Continental USA sales and shipment only.