Personal Information If you are completing this form for yourself, please enter your information and, if applicable, your spouse’s information. If you are completing this form for a loved one, please enter their information and spouse’s, if applicable, and your information.
Spouse Information Please use your legal name as it appears on your license or government-issue ID
Current Estate Planning Documents Estate Planning Documents
Family Information When answering these questions, please answer the questions based on all your children including any stepchildren. By setting up a trust for your child(ren), you will be able to appoint a trustee to manage your children’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child(ren) as they see fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance. If you do not choose to set up a trust for your child, their inheritance will go to them outright, meaning they have full access and control once they reach the age that you predetermine, up to age 25.
Executor “Executor Information: A Trustee manages assets held in trust for your beneficiaries. An Executor (also known as a Personal Representative) administers your estate, including paying debts and expenses, handling taxes, and distributing assets according to your Will.
If you are married, your spouse or domestic partner is automatically designated as the Primary Executor. You may name one or more Successor Executor(s) to serve if your spouse is unable or unwilling to act.
All individuals named as Executor must be United States citizens.
For Executors, indicate whether they will serve jointly with another Executor or individually. Executors serving jointly must make decisions together, while Executors serving individually may act independently.”
Trustee of Decendent Trust A Trustee is the person who manages the assets held in trust for your children. Your Spouse will be your default trustee. You can name an alternative trustee should be your spouse or primary trustee not service. The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee. You can overwrite Primary Trustee. If you choose to have your Trustees serve jointly, your Trustees will have to make decisions together by majority decision. In choosing whether your Trustees should serve jointly, you should consider whether your Trustees would be able to get along and make decisions together. If you select that you would like your Trustees to serve jointly, you will want to select the “serve jointly” button next to each Trustee who you wish to have serve jointly. If you wish to have only two Trustees serve jointly and another Trustee serve individually, please only select the box next to the two joint Trustees and leave the box unselected next to the Trustee you wish to serve individually.
Statutory Durable Power of Attorney “A Durable Financial Power of Attorney authorizes one or more individuals (your agents) to manage your financial affairs on your behalf. This authority becomes effective immediately once the document is signed and remains in effect even if you become incapacitated.
You may choose to appoint the same individual(s) who serve as your Executor, or you may name different agents. If you are married, you may also indicate whether your spouse or life partner will have a different Power of Attorney.
List a Primary Agent and at least one Successor Agent who can act if the Primary Agent is unable or unwilling to serve. Agents may serve individually or jointly, depending on your selection.”
HIPAA Authorization and Medical Power of Attorney
Assets & Liabilities Information Please provide information regarding the assets you own. This information helps our firm to understand the size of your estate, where your assets are held, debts you may owe, and any business interests. All these factors affect the planning and recommendations that our firm provides for you. It is important to provide as much information as possible. If you do not know exact figures, please enter your best estimate or “unknown.” If you are not sure of any asset information, please make a note at the end of this form and we can discuss further during your first appointment.