Client Details:

(enter name as it appears on your driver's license)

Spouse Details:

(enter name as it appears on your driver's license)

Full Name *
Date of Birth
Email
Phone Number
Address
arrow&v
Full Name *
Date of Birth
Email
Phone Number
Address

Beneficiaries (Children)

Estate will be distributed equally between beneficiaries unless a cash gift is specified. Any cash gifts will be deducted from the total before equal distribution to all other beneficiaries.

Full Name *
Full Name *
Date of Birth
Relation
Gender
Date of Birth
Relation
Gender

Successor Trustee/Executor

You and your spouse are each other's initial trustees, guardians, and agents for durable power of attorney. You may nominate your adult children / beneficiaries / foreign residents as successor trustees as long as they are over the age of 18.

Full Name *
Relation
Gender
Phone Number
Address
Successor #2
Full Name *
Relation
Gender
Phone Number
Address

Timing Of Distribution

(Trustee will give allowances to children for expenses prior to final distribution.)

Or distributed at up to 3 equal installments at age:

Guardianship For Minor Children Younger Than 18

Full Name *
Relation to Client
Phone Number
Address

Successor Agent for Medical Decisions

Only fill-in if you want someone different than the Successor Trustee(s)

Full Name *
Relation
Phone Number
Address

Health Care Provisions

Stop life support if in irreversible Coma?

Client
arrow&v
Spouse
arrow&v

Organ Donation

Client
arrow&v
Spouse
arrow&v

Autopsy ok if requested by family member?

Client
arrow&v
Spouse
arrow&v

Burial / Cremation / Agent’s Discretion

Client
arrow&v
Spouse
arrow&v

Rental Properties

Address
Another Rental Property
Address

Previous Marriage

Previous Spouse’s Name (if applicable)

Client
Death/Divorce?
Year
arrow&v
Spouse
Year
Death/Divorce?
arrow&v

Previous Estate Plan

Trust Name
Signing Date

Notes / Comments / Questions

Please add any additional information as needed in the next section. Please include full contact information and relationship to husband for any additional trustees or beneficiaries.

Additional Notes

Request a Free Case Review

No Cost, No Obligation

SERVING THE BAY AREA

19925 Stevens Creek Blvd., Ste. 100 Cupertino, CA 95014, United States

Tel: (408) 252-4911

Copyright ©, Law Offices of Doron Ohel. All Rights Reserved.