COMPLETE ESTATE PLANNING CHECKLIST

If possible please have the following information ready to review prior to the phone consultation (Provide the full legal names for all people listed below):

You and your spouse's full legal names (if married):

____________________________________________

All of your children's full legal names:

____________________________________________

Real estate you own:

_____________________________________________________________

____________________________________________________________

_____________________________________________________________

SUCCESSOR TRUSTEE:

Who will be in charge of the trust after you pass away? This can be multiple people working together or a single person with alternates. This person's job will be to administer the trust by wrapping up the estate and doing all distributions written in the trust:

____________________________________________

POWER OF ATTORNEY:

If you become incapacitated who will handle your finances? This can be multiple people working together or a single person with alternates.

____________________________________________

_______________________________________________

If you become incapacitated who will handle your medical decisions? Here you have to list people individually; they cannot work together on medical decisions.

____________________________________________

DISTTRIBUTION TO BENEFICAIRES:

After you pass away how will your assets be distributed? For example, you can say the distribution is equally between your children. If one child had already passed away, would their share go to their children or equally between your surviving children? Please designate distribution by percentage, unless you have specific dollar amounts going to specific people/organizations:

____________________________________________

Congratulations on deciding to complete your estate plan! Don’t worry if you were unable to fill in all of the questions, this is only meant to prepare you for the phone consultation, when these questions will be reviewed. Once the consultation is completed you will be provided a summary to approve prior to the documents being drafted.

Page updated

Google Sites

Report abuse