Full Name
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First Name
Middle Name
Last Name
Preferred Name
Gender
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Date of Birth
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Area Code
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Address
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What is your current marital status?
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Spouse Name
First Name
Middle Name
Last Name
Do you have any children?
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Children's Names
Are any of your children under the age 18?
Yes
No
If your minor child is left parentless when you pass away, who would you like to be the child's guardian?
Do you have any pets you would like to provide for in your will?
Yes
No
How would you like to provide your assets?
I'd like to list out each of my assets
I'll estimate my total assets for now
What is the approximate total value of assets distributed by your will?
This question helps us understand your estate value in relation to state and federal tax law. We may provide additional guidance throughout your estate planning process depending on your response. This estimate should not include any assets distributed outside of your will (e.g. Joint accounts, 401(k) accounts, life insurance, etc.).
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Documents
Documents to be prepared
Will
Power of Attorney
Enduring Guardianship
Do you have an existing Will?
Yes
No
Where is it located?
Executors
Executor
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
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Alternate Executor
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
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Further Alternate Executor
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Guardian of Children
Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Gifts
Any specific gifts, bequests or donations?
Do you wish to provide a right of residency so someone can live in your property for a period of time after your death?
Yes
No
Not sure
Beneficiaries
First Beneficiary
First Name
Last Name
Relationship to First Beneficiary
Address
Street Address
Street Address Line 2
City
State / Province
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Second Beneficiary
First Name
Last Name
Relationship to Second Beneficiary
Address
Street Address
Street Address Line 2
City
State / Province
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Third Beneficiary
First Name
Last Name
Relationship to Third Beneficiary
Address
Street Address
Street Address Line 2
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State / Province
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Other information about beneficiaries
Power of Attorney
Is the power of attorney to be enduring?
Yes
No
Will your attorney be selling or purchasing property on your behalf?
Yes
No
Do you want your attorney to be the same as your executor?
Yes
No
If no, then name of attorney
First Name
Last Name
Relationship to attorney
Phone Number
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Area Code
Phone Number
Address
Street Address
Street Address Line 2
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Do you want your alternate attorney to be the same as your alternate executor?
Yes
No
If no, then name of alternate attorney
First Name
Last Name
Relationship to alternate attorney
Phone Number
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Area Code
Phone Number
Address
Street Address
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If there is more than one attorney will they be acting
Jointly
Severally
Jointly and severally
Not sure
Other information about your power of attorney
Enduring Guardians
Do you want your guardian to be the same as your executor?
Yes
No
If no, then name of guardian
First Name
Last Name
Relationship to guardian
Phone Number
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you want your alternate guardian to be the same as your alternate executor?
Yes
No
If no, then name of alternate guardian
First Name
Last Name
Relationship to alternate guardian
Phone Number
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
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If there is more than one guardian will they be acting
Jointly
Severally
Jointly and severally
Not sure
Other information about your enduring guardians
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