Estate Planning Intake Checklist
Review the checklist and provide your information to begin your Living Trust, Will, and Power of Attorney order.
Client Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Living Trust Checklist
• List of all assets and property, including real estate, bank accounts, and investments.
• Names and contact information of all beneficiaries.
• Name of your preferred trustee(s) and successor trustee(s).
• Any specific instructions for distribution of assets.
• Copies of property deeds or titles, if applicable.
Last Will and Testament Checklist
• Names of beneficiaries and their relationship to you.
• Name of executor (the person who will carry out your wishes).
• List of specific gifts or bequests (if any).
• Guardianship nominations for minor children, if applicable.
Power of Attorney Checklist
• Name and contact details of the person(s) you wish to appoint as your agent(s).
• Scope of authority you wish to grant (financial, medical, or both).
• Any limitations or special instructions for your agent(s).
I have reviewed the checklist above and am ready to proceed.
*
I acknowledge and am ready to proceed.
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