Estate Planning Information Form
Yes, it's a pain, but please fill it out as best you can, then we can get your trust ready.
Date
First and Last Name
?
First and Last Name of Spouse (if applicable)
Last Name Only
Home address
Email address
Cell Phone
US Citizen
Yes
No
Children Names
?
Distribution My Estate
All to my spouse then to my kids
All to my kids
All to other heirs
Successor Trustee 1
?
Successor Trustee 2
Guardian for Kids (only applies for kids under age 18)
?
Backup Guardian for kids under age 18
Agent for Health Care (after spouse)
?
Life Insurance
?
IRA/401k
?
Regular non-IRA assets
?
Real Estate
?
Submit
Cancel
Please fill in all the required fields before submitting this form.
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