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
Phone Number
Full Name *
Date of Birth
Phone Number
Address
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
Spouse
Organ Donation
Client
Spouse
Autopsy ok if requested by family member?
Client
Spouse
Burial / Cremation / Agent’s Discretion
Client
Spouse
Rental Properties
Address
Another Rental Property
Address
Previous Marriage
Previous Spouse’s Name (if applicable)
Client
Spouse
Death/Divorce?
Death/Divorce?
Year
Year
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.