General Worksheet
Yes
Name
*
First Name
Last Name
Primary Email
*
Please list the email used when signing up with eLegacy
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
County
Phone Number
-
Area Code
Phone Number
Country of Residence
Date of Birth
-
Month
-
Day
Year
Gender
Male
Female
Citizenship
US Citizen
Non-US Citizen
Permanent Resident
Do you have children? (biological or adopted)
Yes
No
Children Information
Please list each child's full name and date of birth. Do not include stepchildren.
Are any of your children minors?
Yes
No
Guardians for Minor Children
Please list, in order of preference, your choices of legal guardian for your minor children if you were deceased or incapacitated.
Marital Status
*
Married
Single
Divorced
Life Partner
Widowed
Is eLegacy preparing the estate plan for both spouses?
Yes
No
Is eLegacy preparing the estate plan for both partners?
Yes
No
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Spouse Information
Spouse Name
First Name
Last Name
Is the Spouse Address the same as your address?
Yes
No
Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse County
Spouse Phone Number
-
Area Code
Phone Number
Spouse Email
example@example.com
Spouse Country of Residence
Spouse Date of Birth
-
Month
-
Day
Year
Date
Spouse Gender
Male
Female
Spouse Citizenship
US Citizen
Non-US Citizen
Permanent Resident
Does this Spouse have children? (biological or adopted)
Yes
No
Is the children information the same for both spouses?
Yes
No
Spouse's Children Information
Please list each child's full name and date of birth. Do not include stepchildren.
Are any of this Spouse's children minors?
Yes
No
Guardians for Spouse's Minor Children
Please list, in order of preference, your choices of legal guardian for your minor children if you were deceased or incapacitated.
Do you currently have a pre-nuptial or marital property agreement?
Yes
No
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Partner Information
Partner Full Name
First Name
Last Name
Partner Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Partner County
Partner Phone Number
-
Area Code
Phone Number
Partner Email
example@example.com
Partner Country of Residence
Partner Date of Birth
-
Month
-
Day
Year
Date
Partner Gender
Male
Female
Partner Citizenship
US Citizen
Non-US Citizen
Permanent Resident
Does this Partner have children? (biological or adopted)
Yes
No
Is the children information the same for both Partners?
Yes
No
Partner's Children Information
Please list each child's full name and date of birth. Do not include stepchildren.
Are any of this Partner's children minors?
Yes
No
Guardians for Partner's minor children
Please list, in order of preference, your choices of legal guardian if you were deceased or incapacitated.
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Your Agents and Beneficiaries
Financial Agents (in order of preference) and Contact Info
Please list, in order of preference, the individuals who will make financial legal decisions for you if you become incapacitated.
Healthcare Agents (in order of preference) and Contact Info
Please list, in order of preference, the individuals who will make healthcare decisions for you if you become incapacitated. Please include a home address and phone number for each.
Executor/Personal Representative (in order of preference)
Please list, in order of preference, the individuals you would like to administer your estate after your death.
Specific Gifts (Monetary or Real Property) to be Made After Your Death
Please list any specific gifts of real property or monetary gifts (such as a dollar amount or a particular financial account or investment) that you would like to make after your death and the recipient of the gift.
Beneficiaries of Your Estate
Please describe how you would like your remaining estate distributed after your death. Include the names of any specific beneficiaries and the portion each is to receive.
Goals and Concerns
Please describe any particular goals or concerns relating to your estate plan.
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Agents and Beneficiaries (Spouse)
Financial Agents (in order of preference) (Spouse)
Please list, in order of preference, the individuals who will make financial and legal decisions for you if you have become incapacitated.
Healthcare Agents (in order of preference) and Contact Info (Spouse)
Please list, in order of preference, the individuals who will make healthcare decisions for you if you become incapacitated. Please include a home address and phone number for each.
Executor/Personal Representative (in order of preference) (Spouse)
Please list, in order of preference, the individuals you would like to administer your estate after your death.
Specific Gifts (Monetary or Real Property) to be Made After Your Death (Spouse)
Please list any specific gifts of real property or monetary gifts (such as a dollar amount or a particular financial account or investment) that you would like to make after your death and the recipient of the gift.
Beneficiaries of Your Estate (Souse)
Please describe how you would like your remaining estate distributed after your death. Include the names of any specific beneficiaries and the portion each is to receive.
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Agents and Beneficiaries (Partner)
Financial Agents (in order of preference) (Partner)
Please list, in order of preference, the individuals who will make financial and legal decisions for you if you became incapacitated.
Healthcare Agents (in order of preference) and Contact Info (Partner)
Please list, in order of preference, the individuals who will make healthcare decisions for you if you become incapacitated. Please include a home address and phone number for each.
Executor/Personal Representative (in order of preference) (Partner)
Please list, in order of preference, the individuals you would like to administer your estate after your death.
Specific Gifts (Monetary or Real Property) to Be Made After Your Death (Partner)
Please list any gifts of real property or monetary gifts (such as a dollar amount or a particular financial account or investment) that you would like to make after your death and the recipient of the gift.
Beneficiaries of Your Estate (Partner)
Please describe how you would like your remaining estate distributed after your death. Include the names of any specific beneficiaries and the portion each is to receive.
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Do you currently have a Financial Advisor that you work with?
Yes
No
Unsure
Please provide your Financial Advisor's information.
May we communicate with your Financial Advisor regarding your estate planning?
Yes
No
Not now
Do you currently have an Accountant/CPA that you work with?
Yes
No
Unsure
Please provide your Accountant's information.
May we communicate with your Accountant regarding your estate planning?
Yes
No
Not now
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If you are confident in the responses provided, please submit your worksheet now.
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