ESTATE PLANNING CLIENT INTAKE FORM Logo
Language
  • English (US)
  • Español
  • Estate Planning Intake Form

    For Estate Planning Documents - If married, each spouse should complete a separate form.
  • HEALTH CARE POWER OF ATTORNEY

    Name someone you trust to speak to your doctor if you are unable to speak for yourself. If you are able to communicate, your doctor will always follow your directions first. This document is only used if a dispute arises among others as to your treatment while unconscious. Please note if you are married, we will list the spouse first, then two alternates as named below. Available addendums for specific conditions such as dementia, or pain relief.
  • FINANCIAL POWER OF ATTORNEY

    Name someone you trust to handle your money and pay for your care. You only need one, a second name is listed to step in if the first person is unable to act. Please note if you are married, we will list the spouse first, then two alternates as named below. Powers of attorney expire with you, they have no authority after death of the signer.
  • NAME AN EXECUTOR

    After your death, you will designate someone to carry out your wishes. A Will has a named Executor, someone who has the job of following your directions and distributing your property. A Trust has a Successor Trustee, who takes over after the original grantors. Please note if you are married, we will list the spouse first, then two alternates as named below. We want the same person to be named as legal authority in both the Will and Trust, to avoid conflicts after death. If you have a Trust, you will have a "Pour Over Will" which simply states the existence of your Trust, and states that your Trust is your beneficiary under the Will.
  • DISTRIBUTIONS AND ASSETS

    What do you have, and where do you want it to go? All to Spouse, then split equally to each child? Any special provisions or restrictions? If one beneficiary predeceases you, do you want their share to go to their children or split between the other beneficiaries? Who gets the car, the boat, your pets? Adult children can take turns selecting personal items from an estate if you don't want to list everything you own. Assets are divided into: CASH, Non-CASH, and REAL ESTATE.
  • FINAL WISHES - Disposition Instructions

    Directions on Disposition of Remains/funeral preferences (cremation, joint burial plot, ashes scattered etc. Include any religious services, locations, pre-paid arrangements, or specific actions requested. Any type of funeral service or preferences are welcomed. Be as detailed or brief as you prefer. If you have already chosen a place or type of service, please include a copy of the contract for any pre-paid funeral plan.
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  •  
  • Should be Empty: