Step 1 of 3 33% Personal InformationName* First Middle Last Other Names Used (also known as) First Middle Last Date of Birth Last 4 Digits of SSN Are you a US Citizen?*YesNoIf No, What Nationality Spouse or Partner (If Applicable) First Middle Last Spouse Other Names Used (also known as) First Middle Last Spouse Date of Birth Spouse Last 4 Digits of SSN Is Your Spouse a US Citizen?YesNoIf No, What Nationality Address* Street Address City StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Email* Phone* Family InformationPlease check all that apply (if applicable)Are there children from this marriage: Yes No Are there children from any prior relationships: Yes No Treat all children as if they were from this marriage? Yes No Child 1 Name First Middle Last Child 1 Address Street Address City State / Province / Region ZIP / Postal Code Child 1 Gender Male Female Child 1 | Who's Child? Child 2 Name First Middle Last Child 2 Address Street Address City State / Province / Region ZIP / Postal Code Child 2 Gender Male Female Child 2 | Who's Child? Child 3 Name First Middle Last Child 3 Address Street Address City State / Province / Region ZIP / Postal Code Child 3 Gender Male Female Child 3 | Who's Child? Child 4 Name First Middle Last Child 4 Address Street Address City State / Province / Region ZIP / Postal Code Child 4 Gender Male Female Child 4 | Who's Child? Child 5 Name First Middle Last Child 5 Address Street Address City State / Province / Region ZIP / Postal Code Child 5 Gender Male Female Child 5 | Who's Child? Child 6 Name First Middle Last Child 6 Address Street Address City State / Province / Region ZIP / Postal Code Child 6 Gender Male Female Child 6 | Who's Child? Child 7 Name First Middle Last Child 7 Address Street Address City State / Province / Region ZIP / Postal Code Child 7 Gender Male Female Child 7 | Who's Child? In general, please check how you want your estate to be distributed after death: Equally to All Children Unequal Percentages to Beneficiaries Specific Bequests (i.e. $, property, cars, jewelry) Other (please enter additional notes below) Estate distribution details or additional notes:Select if there will be different distribution options for the Husband and the Wife. (e.g., the husband wants to leave his half to his children and the wife wants to leave her half to her children.) Different Distribution Options Distribution Details The Successor Trustee is responsible for ensuring that your property is distributed to your beneficiaries according to the trust terms. The Executor is responsible for ensuring that your property is distributed according to your will.Distribution Options Check if there will be different distribution options for the Husband and the Wife. Successor Trustee / Executor Number 1 First Middle Last Successor Trustee / Executor 1 Address Street Address City State / Province / RegionAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State / Province / Region ZIP Code Successor Trustee / Executor 1 Jointly Individually If Joint, All Signatures Required? Yes No Successor Trustee / Executor Number 2 First Middle Last Successor Trustee / Executor 2 Address Street Address City State / Province / RegionAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State / Province / Region ZIP Code Successor Trustee / Executor 2 Jointly Individually If Joint, All Signatures Required? Yes No Successor Trustee / Executor Number 3 First Middle Last Successor Trustee / Executor 3 Address Street Address City State / Province / RegionAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State / Province / Region ZIP Code Successor Trustee / Executor 3 Jointly Individually If Joint, All Signatures Required? Yes No Do you wish to disinherit any of your children, grandchildren, or any other close relative? Yes No Do you have an existing marital property agreement? Yes No Do you expect to inherit substantial assets ($100k+)? Yes No Do you have an existing Will? Yes No Do you have an existing Trust? Yes No Do you wish to have a "Durable Power of Attorney"? Yes No A “Durable Power of Attorney” is a document which appoints a person to handle your financial affairs in the event of your incapacitation.Who do you trust to make financial decisions if you are incapacitated? Spouse 1st Check if there will be different options for the husband and wife (then list below) Financial Power of Attorney Number 1 First Middle Last Financial Power of Attorney 1 Jointly Individually Financial Power of Attorney 1 Address Street Address City State / Province / RegionAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State / Province / Region ZIP Code Financial Power of Attorney Number 2 First Middle Last Financial Power of Attorney 2 Jointly Individually Financial Power of Attorney 2 Address Street Address City State / Province / RegionAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State / Province / Region ZIP Code Financial Power of Attorney Number 3 First Middle Last Financial Power of Attorney 3 Jointly Individually Financial Power of Attorney 3 Address Street Address City State / Province / Region ZIP / Postal Code Do you wish to have a "Health Care Directive"? Yes No A “Healthcare Directive” is a document which expresses how you want to be treated if you are incapacitated.Who would you want to make your healthcare decisions? Spouse 1st Check if there will be different options for the Husband and the Wife [then list below and when we speak, we will go over all options.] Healthcare Power of Attorney Number 1 First Middle Last Healthcare Power of Attorney 1 Jointly Individually Healthcare Power of Attorney 1 Address Street Address City State / Province / Region ZIP / Postal Code Healthcare Power of Attorney Number 2 First Middle Last Healthcare Power of Attorney 2 Jointly Individually Healthcare Power of Attorney 2 Address Street Address City State / Province / Region ZIP / Postal Code Healthcare Power of Attorney Number 3 First Middle Last Healthcare Power of Attorney 3 Jointly Individually Healthcare Power of Attorney 3 Address Street Address City State / Province / Region ZIP / Postal Code Other information or questions for the attorney:CommentsThis field is for validation purposes and should be left unchanged.
