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2025 Estate Planning Packet – Couple

2025 Estate Planning Packet – Couple

ESTATE PLANNING INFORMATION PACKET

Thank you for contacting us about estate planning. This data sheet is extremely helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate. Please complete it and return it to us in advance of your consultation if possible. If your time is limited, or you find it overwhelming, please know that you can fill in the easy “Personal Information” section and we can walk through the rest with you during our initial consultation.
MM slash DD slash YYYY
Were you married prior to your current marriage?

DISPOSITIVE PLAN

(Describe in general terms how you wish to leave your property at death)

Contingent Trust Age

Please enter a number less than or equal to 99.

FINAL REMAINS

FIDUCIARIES

(People who you grant legal authority to act on your behalf)

WILL EXECUTOR

(The Executor and alternates can be different for each spouse as desired. Typically, you would put each other first and then alternates as needed.)

Executor: My spouse

TESTAMENTARY TRUST TRUSTEE

(This is a trust created by a will for a beneficiary who is incapacitated or who has not reached the age of 18 (or whatever age above 18 you select).

Testamentary Trust Trustee: My spouse

MEDICAL POWER OF ATTORNEY

(The health care agent is the person who will make medical decisions for you if you become incapacitated.)

Health Care Agent: My spouse

DURABLE POWER OF ATTORNEY

(This document extends your rights in all things financial to the agent(s) you select. During our meeting, we can talk about the pros and cons of this document being effective immediately versus it being effective upon incapacity)

Financial: My spouse

GUARDIAN OF THE PERSON

(If a court ever needs to place a Guardian over you due to incapacity, who would you want to be the guardian who will take care of your person if you become incapacitated.)

Guardian of the Person: My spouse

GUARDIAN OF THE ESTATE

(If a court ever needs to place a Guardian over you due to incapacity, who would you want to be the guardian who will take care of your finances if you become incapacitated.)

Guardian of the Estate: My spouse

GUARDIAN OF YOUR MINOR CHILDREN

(The guardian is the person who will take physical care of minor children should both parents die.)

HEALTH CARE AGENT FOR YOUR MINOR CHILDREN

(The health care agent is the person who will make medical decisions for your minor children should you both become incapacitated.)

JOINT REVOCABLE TRUST

(If a trust-based estate plan is selected, this section will be applicable. We will discuss this in your consultation, but it is good to think about who you would want to serve as alternate Trustees if needed.)

Initial Trustees: Both spouses as Grantors and the Initial Co-Trustees together (able to act independently); After one of you passes away, the other would continue as Trustee until death or incapacity. After that, you would need the alternate trustee(s) listed below.