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
Living Trust Living Trust
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.
Children Select the options that apply to you. For children under 18, you will be required to select a guardian and trustee. If your children are over 18 or you do not wish to leave a trust, then you your children will receive your estate outright.
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 for Your Children’s Trust
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.