Estate Plan Information Needed

Estate Plan Information Needed

Estate Plan Information
Power of Attorney
Agent for Power of Attorney

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Back Up Agent for Power of Attorney

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Information for will
Beneficiary Information
Beneficiary 1 Name

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship
Share %
Primary or Contingent

PrimaryContingent
Beneficiary 2 Name

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship
Share %
Primary or Contingent

PrimaryContingent
Beneficiary 3 Name

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship
Share %
Primary or Contingent

PrimaryContingent
Beneficiary 4 Name

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship
Share %
Primary or Contingent

PrimaryContingent

Initial Trustee
Name (Only for Trust)

First NameMiddle InitialLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship
Successor Trustee
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Other Information
Guardian for small children

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Pet Caretakers

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Description of property in trust
Description of property in trust 2
Date*

MonthDayYear
Date
Securities and Advisor Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC
Hearn Wealth Management and Silver Oak Securities Inc are not affiliated/separate entities.
Martin Hearn Investment Advisor Representative
DBA Hearn Wealth Management LLC

Call us today at:

(901)473-9379
Should be Empty: