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Thank you for choosing us for your estate planning needs. Please fill out this questionnaire to help us understand your requirements.
The following questions are designed to understand your general plan of distributing your wealth, including who will receive which portion, who will help you manage the trust after your passing, although it will be revised thoroughly throughout our process of working together to meet your needs. Any answer below can be modified prior to your trust signing ceremony.
A typical Living Trust includes:
Upon your death or incapacitation, these individuals will make decisions for you
Trustee(s) of the Trust: Please provide the name(s), address(es) and phone number(s) of the person(s) you want to be the decision maker concerning your estate upon your death
Power of Attorney – Financials: please provide the name, address, and phone number of the person(s) other than the surviving spouse that you want to make any financial decisions on your behalf
Health Care Directive: Please provide the name, address, and phone number of the person(s) that you want to make any major medical decisions on your behalf in the event you are unable to
In general, name the beneficiaries and their corresponding percentage of how you want your estate distributed among them after your death
State Contingent Beneficiaries in case your Primary Beneficiaries cannot inherit the inheritance upon your dealth.
I do not want my life to be prolonged if
