Complete Estate Plan (CA-Indv)

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 requiredPlease Read & Agree

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43

My Products* This field is required

My Bag

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My Bag

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Size:Small

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ORDER SUMMARY

Total costUSD

Individual Complete Estate Plan
$299.00+
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Credit Card

First Name

Last Name

Credit Card Number

Security Code

Expiration Date

Postal Code

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