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

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.