Complete Estate Plan (CA-Indv)

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Complete Estate Plan (CA-Individual) $299

Complete Estate Plan (CA-Individual) $299

Please fill out this 5-minute questionnaire (You can save your answers & come back to them). You will have a chance to review your answers before you submit. Your answers will be compiled automatically into a Complete Estate Plan instantly and emailed to you in PDF format. If you have any questions, please contact our office at 877.560.DACA (3222) or info@dacafg.com

Language

English (US)

1
Type Of Trust(Client One)
Individual
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2
State Of Residence(Client One)
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3
Name(Client One)
First Name
Middle Name
Last Name
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4
Gender(Client One)
Male
Female
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5
Marital Status(Client One)
Single
Married
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6
1st Line Of Address(Client One)
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7
City(Client One)
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8
Zip(Client One)
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9
County Of Residence(Client One)
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10
Email(Client One)
example@example.com
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11
Phone Number(Client One)
Area Code
Phone Number
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12
Name(Client Two)
First Name
Middle Name
Last Name
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13
Gender(Client Two)
Male
Female
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14
Same Address
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15
1st Line Of Address(Client Two)
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16
City(Client Two)
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17
Zip(Client Two)
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18
County Of Residence(Client Two)
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19
Email(Client Two)
example@example.com
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20
Phone Number(Client Two)
Area Code
Phone Number
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21
Do You Have Children?
I have children
I do not have children
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22
Children's Full Name
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23
Appoint A Guardian For Minor Children?
YESNO
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24
Primary Guardian(Client One)
First Name
Middle Name
Last Name
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25
Secondary Guardian (Client One)
First Name
Middle Name
Last Name
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26
Primary Guardian(Client Two)
First Name
Last Name
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27
Secondary Guardian(Client Two)
First Name
Last Name
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28
Suggested Trust Name
Example: The Smith Family Trust
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29
Successor Trustee(s) Full NameThe person who assumes control of the trust after the initial trustee (you) dies or becomes unable to continue with his or her responsibilities
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30
Specific Property For Distribution Instructions
Example: My Son James Smith is to receive all my shop tools & equipment
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31
Distribution Instructions
Example: My son James Earl Smith & my daughter Jane Smith shall divide my estate into equal shares between them
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32
Primary Power Of Attorney(Client One)
First Name
Middle Name
Last Name
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33
Secondary Power Of Attorney(Client One)
First Name
Middle Name
Last Name
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34
Primary Power of Attorney(Client Two)
First Name
Middle Name
Last Name
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35
Secondary Power Of Attorney(Client Two)
First Name
Middle Name
Last Name
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36
Primary Healthcare Agent(Client One)
First Name
Middle Name
Last Name
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37
Secondary Healthcare Agent(Client One)
First Name
Middle Name
Last Name
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38
Primary Healtcare Agent(Client Two)
First Name
Middle Name
Last Name
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39
Secondary Healthcare Agent(Client Two)
First Name
Middle Name
Last Name
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40
I wish to be(Client One)
Cremated
Buried
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41
I wish to be(Client Two)
Cremated
Buried
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42
* This field is required.Please Read & Agree
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43
My Products* This field is required.
My Bag
1
My Bag
Great Product Name
$20
Quantity:1
Size:Small
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Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
ORDER SUMMARY
Total costUSD
Individual Complete Estate Plan
$299.00+
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Total $0.00
Credit Card
First Name
Last Name
Credit Card Number
Security Code
Expiration Date
Postal Code
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Complete Estate Plan (CA-Indv)

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