YOUR INFORMATION
*
Full Legal Name
First Name
Last Name
List all AKAs here
Date of Birth
MM
DD
YYYY
Email
*
Phone
*
(###)
###
####
Check all that apply
Address
*
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Any children from a previous marriage:
Child's Full Name
First Name
Last Name
Date of Birth
MM
DD
YYYY
Child's Full Name
First Name
Last Name
Date of Birth
MM
DD
YYYY
Child's Full Name
First Name
Last Name
Date of Birth
MM
DD
YYYY
Child's Full Name
First Name
Last Name
Date of Birth
MM
DD
YYYY
Child's Full Name
First Name
Last Name
Date of Birth
MM
DD
YYYY
Check all that apply
Name of Deceased Child (if applicable)
Name of Person to Disinherit (if applicable)
Successor Trustee(s) - these are the people managing the Trust after you pass
First Name
Last Name
Phone
(###)
###
####
First Name
Last Name
Phone
(###)
###
####
First Name
Last Name
Phone
(###)
###
####
ESTABLISHING YOUR TRUST - ASSETS
List all real property (residence, rental properties, vacant land)
List all Financial Accounts (Bank, Brokerage, Investments, Retirement)
List any Businesses (Corporation, LLC)
List anything else you want in your Trust
ESTABLISHING YOUR TRUST - DISTRIBUTION
Please use this space to list ages for distribution based on the above selection and/or provide any other wishes. Feel free to be as detailed as possible.
In the most extreme case, what if you and all kids pass at the same time? The default is to heirs (parents, siblings, nieces, nephews). You can choose any remote beneficiary you want, including charities.
WILL EXECUTORS & POWER OF ATTORNEY AGENTS
Most people want the Executor of their Will and Power of Attorney Agents to be the same as the Successor Trustees since all roles handle/manage your finances and assets.
Executor 1
First Name
Last Name
Phone
(###)
###
####
Executor 2
First Name
Last Name
Phone
(###)
###
####
Power of Attorney Agent 1
First Name
Last Name
Phone
(###)
###
####
Power of Attorney Agent 2
First Name
Last Name
Phone
(###)
###
####
GUARDIAN NOMINATIONS
These are Guardians after you pass. If the children's other parent is still alive, he/she will be the first Guardian, so name people you wish to come after him/her.
First Name
Last Name
First Name
Last Name
First Name
Last Name
Any specific wishes or instructions for the Guardian?
HEALTH CARE AGENTS
These Agents can make medical decisions only if you are incapacitated.
First Name
Last Name
Phone
(###)
###
####
First Name
Last Name
Phone
(###)
###
####
Health Care Directive selections
(Feel free to leave all blank if you need more information)
Please list any information or questions you might have or want added to any of your documents.
How do you want your drafts?
Notary Service Add-On
$100 flat fee if you are local to Atascadero (notarize with me) or local to Camarillo (notarize with my mom, Sheila). Notaries can charge $15 per stamp and there are typically over 7 stamps in a full Estate Plan.
How did you hear about me?
