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2025 Estate Planning Packet – Individual

2025 Estate Planning Packet – Individual

Estate Planning Information Packet

Thank you for contacting us about estate planning. This fact sheet can be helpful in organizing your thoughts on estate planning and to provide us with information about your family and wealth. Completing it and returning it to us before your consultation is very helpful to us. If your time is limited, or you find it overwhelming, know that you can fill out the simple “Personal Information” section and we can discuss the rest with you during our initial consultation.

Personal Information

MM slash DD slash YYYY
Home Address (include County)
how the relationship ended (e.g., divorce or death), approximate dates of marriage, and whether there were any children from previous marriages/relationships.

Children

ASSETS/LIABILITIES

(Indicate Yes or No for each)

DEVICE PLAN

(Describe in general terms how you want to leave your property upon death)
(Example: To my children alike, etc. Just a general idea of how you would like things to happen and we can discuss it further in your consultation).

Age of Contingent Trust

At what age(s) would you like your beneficiary to inherit? (The law says 18, but you can choose a higher age when you feel a beneficiary may be ready to better handle finance)
Please enter a number from 18 to 100.
Do you prefer burial or cremation? If you have made any pre-need arrangements for your last remains, such as purchasing a burial plot, a headstone, or making cremation arrangements in advance, please note that here.

FIDUCIARIES

(Persons to whom you grant legal authority to act on your behalf)

EXECUTOR OF THE WILL

(The executor is the person who will probate your will in court if necessary.)

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 the age that you selected above).

MEDICAL POWER OF ATTORNEY

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

DURABLE POWER OF ATTORNEY

(This document extends your rights in all things finances to the agents you select. During our meeting, we can talk about the pros and cons of this document being effective immediately rather than being effective for disability)

GUARDIAN OF THE PERSON

(If a court ever needs to place a guardian over your physical person because of an incapacity, who would you want to serve as the guardian of your person?)

GUARDIAN OF THE ESTATE

(If a court ever needs to place a guardian over your finances because of an incapacity, who would you want to serve as the guardian of your estate?)

GUARDIAN OF YOUR MINOR CHILDREN

(The guardian is the person who will physically care for minor children in the event that 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 in the event that both parents are unable to make those decisions.)

REVOCABLE TRUST

[If a trust-based estate plan is selected, this section will apply. We will discuss this in his consultation, but it is good to think about who you would like to serve as alternate Trustees if necessary.]
You would be both the Grantor and the Initial Trustee; After becoming incapacitated or passing away, you would need the alternate trustee(s).