If you have any issues with this form please call the main office: 704-596-3200 and ask for Trust Services or send an email to email@example.com
Provide FULL LEGAL names when required.
After the death of both you and your spouse, who would you appoint to have physical custody and care of your minor (younger than 18)children? (Provide Guardian and Trustee's contact information in notes area on page 2)
Who would you appoint to manage and distribute any property placed in trust for your minor children?
Who will distribute your estate? (formerly known as Executor):
Who would make health care decisions for you if you are incapacitated?
Who would conduct your day-to-day business, pay bills, etc.?
DISTRIBUTION OF YOUR ESTATE: It is assumed, unless you indicate otherwise, that your entire estate will pass to your surviving spouse. Describe(next page) your desired distribution after husband and wife are deceased.
When you die, generally your Powers of Attorney terminate.