Fiduciaries and Advisors
Estate Planning Intake Form
Provide the contact information for your professional advisors (if applicable).
Accountant:
Investment Counselor/Financial Planner:
Insurance Representative
Person 1 - please provide the following information for your Alternate Executor.
Person 2 - please provide the following information for your Alternate Executor.
Person 1 - please provide the following information for your Alternate Health Care Power of Attorney.
Person 2 - please provide the following information for your Alternate Health Care Power of Attorney.
Person 1 - please provide the following information for your Alternate Durable Power of Attorney.
Person 2 - please provide the following information for your Alternate Durable Power of Attorney.
Person 1 - please provide the following information for your Alternate Agent for Disposition of Remains
Person 2 - please provide the following information for your Alternate Agent for Disposition of Remains
Person 1 - please provide the following information for your Alternate Pet Care Agent.
Person 2 - please provide the following information for your Alternate Pet Care Agent.
If you have a Joint Revocable Living Trust, please list your joint successor trustees in order: Trustee 1, 2, 3, 4 if applicable
Person 1 - If you have a solo RLT, please list the Successor Trustees of your Revocable Living Trust, if applicable
Person 2 - If you have a solo RLT, please list the Successor Trustees of your Revocable Living Trust, if applicable
If you have minor children, provide the following information for your first, second and third alternate guardians:
Please provide the following information for your first, second and third Trustee of Children's Trust: