Florio Perrucci Steinhardt Cappelli & Tipton LLC

Welcome to Florio Perrucci Steinhardt Cappelli & Tipton LLC
Please use your legal name as it appears on your license or government-issue ID

1. Do not overthink this! These are only preliminary questions to get you thinking. These are NOT final decisions. All answers will be reviewed with a qualified attorney and can be changed.

2. Please allow 15-20 minutes to complete this questionnaire. You can save and come back to the questionnaire as needed.

3. Our online questionnaire cannot account for every scenario, so we suggest you fill it out the best you can. We can always make changes to your drafts once you’ve submitted the application.

First Name *

Middle Name

Last Name *

Email *

Password *

Cell *

Total Estate Value
The value of your total estate includes all assets held in your individual name, jointly, or that you control. Assets can include, but are not limited to, real estate, your retirement accounts, bank accounts, brokerage/stock accounts, business interests, and valuable jewelry and collectibles. The value of the assets goes by either the amount of money held in the account or the fair market value of any real estate, tangible property, or intangible asset (e.g. business interest).

What is the value of your estate? *

Do you own real estate outside of the Commonwealth of Pennsylvania? *

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Yes

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No

Your Contact Details
Your full legal name is required for your estate planning documents. This would be the name listed on your social security card, passport, or other federal identification documents. Please be sure to include your middle name or initial if listed on your documentation.

Name:

Date Of Birth *

Also known as(optional)

Are you married? *

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Yes

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No

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

What are your personal pronouns?

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he/him

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she/her

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they/them

Your Address

Full Address: *

State

Is Your mailing address the same as your home address? *

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Yes

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No

Your Spouse Information
Please use your legal name as it appears on your license or government-issue ID

Your spouse's Details

Spouse Legal First Name *

Spouse Legal Middle Name

Spouse Legal Last Name *

Email *

Date Of Birth *

Cell *

Suffix(optional)

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Jr

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Sr

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II

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III

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Other

Also known as(optional)

What are your spouse's pronouns?

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he/him

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she/her

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they/them

Is Your spouse's address different than you? *

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Yes

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No

State: *

Children and Beneficiary
If you are married, you will leave your estate to your spouse. If you do not intend to leave everything to your spouse first and then your children, we recommend that you contact our office for more comprehensive planning. If your spouse predeceases you, your children will receive your estate as outlined on this page. Please select the age that your child or children will have full access and control of their inheritance. If a child is under the age of 18, their inheritance will go into a trust to be managed by an adult.

Are you a parent or legal guardian of a child? *

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Yes

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No

Beneficiary Information
Name beneficiaries if you have no children.

Please add one ore more beneficiaries. Your assets will be split equally amongst those beneficiaries.

Primary Beneficiary *

If your spouse predeceases you, please designate alternate beneficiaries and your assets will be split equally to your alternate beneficiaries.

Children
When answering these questions, please answer the questions based on all your children including any stepchildren. If any of your children are under the age of 18, we will be setting up a trust for your child or children, you will be able to appoint a trustee to manage your child’s inheritance. Your trustee will be responsible for investing, handling, and providing distributions to your child as they see fit. Once your child reaches an age that you predetermine, your child will then have full access to their inheritance.

Select all that apply regarding your children, if any

One or more of my children are under the age of 18 years old *

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Yes

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No

I have one or more children with special needs *

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Yes

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No

Children Information
If you are married, you will leave your estate to your spouse. If you do not intend to leave everything to your spouse first and then your children, we recommend that you contact our office for more comprehensive planning. If your spouse predeceases you, your children will receive your estate as outlined on this page. Please select the age that your child or children will have full access and control of their inheritance. If a child is under the age of 18, their inheritance will go into a trust to be managed by an adult. In the event your child or children predecease you, a per stirpes designation will be used which is to pass along your child's share to their children (your grandchildren).

How many children do you and/or your spouse/partner have?

Child’s Full Legal Name *

Child’s Age *

Child Relation *

Parents of Child *

How do you wish to distribute your estate to your children?

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Split shares equally

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Split shares as Follows

Percentage(%) *

Children *

Select what age your child will have full access and control of their inheritance

A lump sum at age of

Guardian Information
In your Last Will and Testament, it is important to designate a Guardian for your minor child or children. A Guardian is a person who is responsible for the day to day needs of a minor child and who steps into the role of being the parent if you are no longer living or unable to care for your child. As a word of caution, the surviving biological parent is typically favored by the courts to be named as guardian. If you choose to name someone other than the surviving biological parent as the first guardian, the legal system may still grant custody to the surviving biological parent unless the surviving biological parent has been legally deemed unfit to serve as parent/guardian.

Name who you wish to be legal guardian(s) for your minor children:

(If a guardian is married, then hit 'add' to include their spouse.)

Primary Guardian *

Relationship Type

Successor Guardian(s)

Name who you wish to be Successor Guardian(s) for your minor children if your primary guardian is unable to serve:

Successor Guardian

Relationship Type

Children's Trustee Information
You have decided to create a trust for your child. This tool assumes you or your spouse, if applicable, will be the primary trustees. If you would like to change this trustee arrangement, we recommend that you contact our office for more comprehensive planning. Please enter your successor trustee information on this page. A Trustee is the person who manages the assets held in trust for your child or children. Therefore, consider naming someone who you believe is good with finances. This trust will be in effect for your child immediately upon signing and can be used to hold funds for their benefit during your lifetime. You can name a successor trustee should you and your spouse, if applicable, be unable to serve.

Note: By default, you or your spouse, if applicable, will be the primary trustees. If you would like to change this trustee arrangement, we recommend that you contact our office for more comprehensive planning. An initial consultation can be scheduled by calling 610-691-7900.

Provide the legal name(s) of your trustee(s) to administer the trust of your child(ren):

Primary Trustee: *

Relationship Type *

Successor Trustee(s)

Successor Trustee *

Relationship Type

Special Needs Trust Beneficiary Information
You have indicated that one or more of your children have a disability and you will be setting up a special needs trust for their benefit. The primary purpose of a special needs trust is to supplement but not replace the benefits an individual with disabilities receives through a government program. Special needs trusts protect the assets of a mentally or physically disabled person while allowing that person to keep his or her public benefits such as Supplemental Security Income (SSI) and Medicaid. There are two types of special needs trusts – a first-party and third-party. The trust this tool creates is a third-party Special Needs Trust since it will be funded by you for the benefit of your child. It is important that you do not use assets that already belong to your child to fund this trust as it is a third-party special needs trust. On this screen, please select what you would like to happen to the remaining trust assets up the death of your child with special needs. The assets can go the beneficiary’s siblings, which would be your other children, distributed to the beneficiary’s children, which would be your grandchildren by that child, or paid back to you.

Please name at least one or more Supplemental Need Trust Beneficiary:

Primary Special Needs Trust Beneficiary: *

Relationship *

What happens upon the death of the beneficiary? *

Distributed to the beneficiary’s siblings Distributed to the beneficiary’s children Paid back to the donors

Executor
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.

Please name at least one or more individuals who will serve as the Personal Representative of your last will & testament:

Primary Executor *

Relationship Type: *

Successor Executor(s)

Successor Executor:

Relationship Type

Executor - Spouse/Partner
The Executor is the person who administers the estate. Its common to have the same person be the Executor and Trustee" our Spouse will be your default Executor. You can name an alternative trustee should you spouse or primary trustee not survive and you can overwrite primary Executor.

Primary Executor *

Relationship Type *

Name who you wish to be your alternate Executor(s) If your primary executor is unable to serve:

Successor Executor

Relationship Type

Financial Power of Attorney
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

Provide the information of one or more individuals who will serve as your agent under the Durable Power of Attorney:

Would you like your Executor to also be your Financial Power of Attorney agent? *

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Yes

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No

Primary Agent: *

Relationship Type

If your Primary Agent are unable to serve, please designate your Successor Agent(s)

Successor Agent

Relationship Type

Would you like your successor agent(s) serve jointly?

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Yes

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No

In the event that you are deemed or become incapacitated, so you have a reference for who can act as the guardian of your estate (assets) while you are incapaciated?

Name guardian of estate:

Primary Guardian

Relationship Type

Financial Power of Attorney-Spouse/Partner
Name someone (agents) you trust to make financial decisions on your behalf in the event you are unable to do so yourself.

Would you like your Executor to also be your Financial Power of Attorney agent?

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Yes

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No

Primary Agent: *

Relationship Type *

Spouse Successor Agent(s)

Successor Agent

Relationship Type

In the event that you are deemed or become incapaciated. so you have a reference for who act as the guardian of your estate (assets) while you are incapaciated?

Name Guardian of estate:

Primary Guardian

Relationship Type

Health Care POA
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

Please provide the information of one or more individuals who will serve as your health care agent:

Do you wish to use the same agents as your Financial Durable POA? *

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Yes

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No

Primary Agent: *

Relationship Type *

Address *

If your Primary Agent are unable to serve, please designate your Successor Agent(s):

Successor Agent: *

Relationship Type *

Address

Health Care POA - Spouse/Partner
Name someone (agents) to make medical decisions on your behalf in the event that you are unable to make those decisions for yourself

Please provide the information of one or more individuals who will serve as your health care agent:

Do you wish to use the same agents as your Power of Attorney? *

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Yes

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No

Primary Agent: *

Relationship Type *

Address *

If your Primary Agent are unable to serve, please designate your Successor Agent(s):

Successor Agent

Relationship Status

Address

Summary
Summary

If you would like to review your responses, please review your responses on the right hand side on the specific screens. After you click submit, you will be finished and we will email your answer and the office will contact you with the next steps .

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