• Law Offices of Hanlen J. Chang

    Copyright 2018 - 2023

  • Estate Planning Intake

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  • GENERAL INFORMATION

  • CLIENT

  • CLIENT 2

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  • {yourName}, are you a U.S. citizen?

  • {yourName407} are you a U.S. citizen?

  • ADDRESS

  • MARRIAGE 

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  • DOMESTIC PARTNERSHIP

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  • PRIOR MARRIAGE(S)

  • Client {yourName}, do you have any prior marriages?

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  • Client {yourName407}, do you have any prior marriages?

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  • CHILDREN AND GRANDCHILDREN

  • Living Children And Grandchildren
    Please note that children of your present marriage are listed first. Children of prior marriage(s), whether of yourself or your spouse, are listed separately. In all cases, please provide the following information:
    1. If the child is not living with you, the child's address.
    2. If the child is married, list the name of the child's spouse and the names of their children, if any.
    3. If you have children from a prior marriage, indicate with whom the child resides if not with you.
    4. If any of your children are adopted, list the date of adoption and the location of documents.
    5. If any child has special needs because of developmental, physical or mental disability, please indicate here, and separately list information regarding doctors, guardians and other pertinent data.

  • Children of Existing Marriage or Relationship

  • Children of Existing Domestic Partnership or Relationship

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  • CHILD(REN) WITH ANOTHER PARENT

  • {yourName}, do you have any children with another parent?

  • Include also Child(ren) Adopted 

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  • {yourName407}, do you have any children with another parent?

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  • PRE-DECEASED CHILD(REN) 

  • {yourName}, how many pre-deceased children?

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  • {yourName407}, how many pre-deceased children?

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  • INFORMATION REGARDING IMPORTANT DOCUMENTS

    The documents listed below are very important and are often needed when you are not available or not able to tell others where to find them. If you have executed any of the following documents, please provide me with a copy. 

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    Trust: If you have a pre-existing Trust please provide a copy.

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    Will: If you have a pre-existing Will please provide a copy.

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    Durable Financial Power of Attorney: If you already have a Durable Financial Power of Attorney please provide a copy.

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    Advance Health Care Directive: If you have already have an Advance Health Care Directive please provide a copy.

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    Divorce Decree(s): If you have any Divorce Decree(s) please provide a copy.

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    MARITAL AGREEMENTS

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    Pre-Marital Agreement: If you have an Pre-Marital Agreement please provide a copy.

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    Community Property Agreement: If you have Community Property Agreement please provide a copy.

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    Marital Agreement: If you have Marital Agreement please provide a copy.

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  • GUARDIANS OF MINOR CHILDREN

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    Instructions:

    If you have a child under the age of 18, in order of preference, please list the full names, relationships, and address of guardians for the minor child(ren).

    You can name Co-Guardians. A common example would be a sister and her spouse. 

    If Co-Guardians desired, please list both at the same order of preference, e.g. 1 and 1, or 2 and 2.

     

  • TRUSTEE

    The Trustee is the individual or set of individuals you nominate to administer and effectuate your wishes as put in the written Trust terms. 

     

  • Instructions:

    In order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, relationships and address of your Trustees:

    If you wish to nominate Co-Trustees, please list both names under the same number of preference (e.g. 1 and 1, or 2 and 2).

    No need to enter the other Spouse as 1st Successor Trustee (Already presumed).  Enter the alternate as 1st Successor (at least 18 years old who is in charge after both spouses are dead - often a relative). This person will assist with transferring the assets to the beneficiaries.

    If you select an individual who is a Non-U.S. citizen/resident as your Trustee, it will impose additional administrative tax burdens. (The more efficient setup is to first select a U.S. citizen or resident.)

     

  • DISTRIBUTION OF PROPERTY ON DEATH

     

     

  • Instructions:

    What is your desired disposition of your property on your death?

    Note: The surviving Spouse is the by default the first to inherit.

  • Instructions:

    What is your desired disposition of your property on your death?

  • CHILDREN'S AGES AND SHARES OF DISTRIBUTION

     

     

  • When should your children receive their distributions?

  • If not outright, please select an age at which the child(ren) are sufficiently mature to receive their inheritance distribution "outright" or "lump sum" (i.e. termination age). 

    If you die before the child(ren) have reached the requisite age, the Trust distributions will be made on an ongoing basis for the welfare, education, health, and shelter of the child.

    Anything remaining once the child reaches the termination age will be distributed outright.

     

  • CONTINGENT BENEFICIARIES

     

  • Desired disposition in the event all primary beneficiaries are pre-deceased.

    EXAMPLES:

    1) Your heirs (closest surviving bloodline determined by California law, e.g. surviving grand children, parents, siblings, niece, and nephews)
    2) Specific named individuals (other than your heirs generally)
    3) A specific charity (Red Cross, Boy's Town, Girl Scouts)

    If you list an Institution, Organization, or Nonprofit you can leave the relationship section blank.

     

  • SPECIFIC GIFTS

     

     

  • Instructions:

    You can list specific bequests you wish to make, if any, indicating what and to whom. 

    Gifts can be a set amount of cash, a personal item, or real property.

    Gifts are distributed first and satisfied "off the top", with the remainder going to the primary beneficiaries according to percentages.

  • {yourName} Gifts if first to die:

  • {yourName407} Gifts if first to die:

  • Gifts upon last Spouse to die:

  • Gifts upon last Domestic Partner to die:

  • TRUSTEE ACCOUNTING

     

     

     

  • What is an Trust Accounting?

    An Accounting is itemized statement of Trust disbursements and expenses incurred during the Trust administration until finalized.

    Pros:

    Creates transparency for the beneficiaries.

    Cons:

    Requiring the accounting adds an administrative burden to the Trustee, adds costs, and could discourage a Trustee from taking on the responsibility.

     

  • TRUSTEE COMPENSATION

     

     

     

  • What is Trustee Compensation?

    Compensation for trustee can be reasonable or a percentage of the fair market value ("FMV") of the assets, e.g., 0.5% - 5% per year, pro-rated by actual number of days served.

    (It is common for a beneficiary who are also the Trustee to waive (i.e decline) compensation.)

    Caution:

    If no compensation is insisted upon, it has the potential to make it difficult to find a Trustee to assume the responsibilty, especially if it is a non-family member or non-beneficiary.

  • ASSET INVENTORY

     

     

     

  • REAL PROPERTY

  • Include only direct ownership interest (i.e. your name on the Title of the Deed).

    Include partial ownership interests (e.g. 1/4 co-ownership such as joint tenancy, tenancy in common, and community property).

     

     

  • REGULAR BROKERAGE OR STOCK CERTIFICATE

  • Please also list Close Corporation interests, LLP, L.P, LLC, P.C.

    Do not include Retirement Accounts such are IRA, Roth IRA, Sep IRA, and 401(K), and Pensions. Those are listed on a different section.

     

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  • BANK ACCOUNTS

  • Include all your bank accounts, credit unions, and type (e.g., checking, savings, or Certificate of Deposits "CD")

     

  • DEBT PAYABLE TO YOU

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  • LIFE INSURANCE

  • Include all types of life insurance, including Term Life, Universal, Whole Life, and Employer Group Life Insurance.

  • AUTOS AND TRANSPORTATION VEHICLES

  • Include all transporations vehicles you own or lease, including cars, trucks, RVs, boats, and planes.

  • RETIREMENT ACCOUNTS AND PENSIONS

  • Include all IRAs, Roth IRAs, Sep IRAs, 401(k), Pensions, Keogh Plans, or Corporate Retirement Plans.

  • EMPLOYMENT OR CORPORATE BENEFITS

  • EDUCATION AND CUSTODIAL ACCOUNTS

  • Common examples include 529 College Education Savings, Education Savings Account (ESA), Minor Custodial Savings Account

  • DIGITAL ASSETS

  • Common examples include domain names, websites (business, personal, or blog), social media accounts, Youtube channel.

  • ANIMAL PETS

  • If you have an animal pet or pets, you can designate a caretaker and cash gift amount for the care upon your death. 

    If you choose not to designate a caretaker the Trustee will be charged with making arrangements.

  • INTELLECTUAL PROPERTY

  • Include any Patents, Trademarks, or Copyrights.

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  • Health Care Savings Account (HSA)

  • Charitable Funds or Foundations

  • DISINHERITANCE

  • Instructions:

    Disinheritance is an additional affirmation that you wish certain individual(s) not to inherit anything.

    If you desire to disinherit, please list the full name(s) and relationship(s) to you.

    You may also provide a brief explanation or reason (e.g. grew apart, distant relationship, etc.)

     

     

     

  • ADVANCE HEALTH CARE DIRECTIVE

    QUESTIONNAIRE

    {yourName}

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  • Instructions:

    {yourName}, in order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your Health Care Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list both names under the same order of preference (e.g. 1 and 1, or 2 and 2

    Once you click "save", the next entry form will appear. 

  • Instructions:

    In order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your Health Care Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list both names under the same order of preference (e.g. 1 and 1, or 2 and 2).

    Must click "add" to save input and continue. 

     

  • Religious or Outdoor Preferences

    In event of incapacity, do you have any preferences re being taken outdoors or visiting religious facilities? Please select all options that you desire:

  • Springing or Durable Power Attorney


    You can choose the "timing" of when you want the healthcare directive to come into effect.

     

  • Designation of Primary Physician

    Do you wish to designate a primary physician?

    If not your healthcare agent will have discretion to designate the primary physician.

     

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  • Anatomical Gifts

  • Disposition of Remains

    Do you have any preference regarding the disposition of your body, e.g. cremation or burial?

    If no selection, the default is to leave it to the discretion of your healthcare agent.

  • Preference for End of Life Stage

    Please select ONLY ONE of the below options that best represents your values and wishes:

     

  • FINANCIAL POWER OF ATTORNEY 

    QUESTIONNAIRE

    {yourName}

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  • Instructions:

    {yourName}, in order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your General Financial Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list both names under the same order of preference (e.g. 1 and 1, or 2 and 2

    Once you click "save", the next entry form will appear. 

  • Instructions:

    In order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your General Financial Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list both names under the same order of preference (e.g. 1 and 1, or 2 and 2).

    Must click "add" to save input and continue. 

  • Springing or Durable Power Attorney


    You can choose the "timing" of when you want the healthcare directive to come into effect.

     

  • Power of Attorney Categories

  • ADVANCE HEALTH CARE DIRECTIVE

    QUESTIONNAIRE

    {yourName407}

     

  • Instructions:

    {yourName407}, in order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your Health Care Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list Must click "add" to save input and continue.both names under the same order of preference (e.g. 1 and 1, or 2 and 2.

    Must click "add" to save input and continue.

     

  • Religious or Outdoor Preferences

    In event of incapacity, do you have any preferences re being taken outdoors or visiting religious facilities? Please select all options that you desire:

  • Springing or Durable Power Attorney


    You can choose the "timing" of when you want the healthcare directive to come into effect.

     

  • Designation of Primary Physician

    Do you wish to designate a primary physician?

    If not your healthcare agent will have discretion to designate the primary physician.

     

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  • Anatomical Gifts

  • Disposition of Remains

    Do you have any preference regarding the disposition of your body, e.g. cremation or burial?

    If no selection, the default is to leave it to the discretion of your healthcare agent.

  • Preference for End of Life Stage

    Please select ONLY ONE of the below options that best represents your values and wishes:

     

  • FINANCIAL POWER OF ATTORNEY 

    QUESTIONNAIRE

    {yourName407}

  • Instructions:

    {yourName407}, in order of preference, please list the order number (e.g. 1st, 2nd, or 3rd), full names, phone number, and address of your General Financial Power of Attorney(s):

    If you wish to nominate Power of Attorneys who can act "severally", i.e. on with equal priority, please list both names under the same order of preference (e.g. 1 and 1, or 2 and 2).

    Must click "add" to save input and continue. 

  • Springing or Durable Power Attorney


    You can choose the "timing" of when you want the healthcare directive to come into effect.

     

  • Power of Attorney Categories

  • You have reached the end of the Questionaire.

    Before submitting, please double check that you have supplied all information available and applicable to you.

    The firm will independently review your information and follow up with you should any supplemental information or clarifications be required.

     

     

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