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
2
State Of Residence(Client One)
3
Name(Client One)
First Name
Middle Name
Last Name
4
Gender(Client One)
Male
Female
5
Marital Status(Client One)
Single
Married
6
1st Line Of Address(Client One)
7
City(Client One)
8
Zip(Client One)
9
County Of Residence(Client One)
10
Email(Client One)
example@example.com
11
Phone Number(Client One)
Area Code
Phone Number
12
Name(Client Two)
First Name
Middle Name
Last Name
13
Gender(Client Two)
Male
Female
14
Same Address
15
1st Line Of Address(Client Two)
16
City(Client Two)
17
Zip(Client Two)
18
County Of Residence(Client Two)
19
Email(Client Two)
example@example.com
20
Phone Number(Client Two)
Area Code
Phone Number
21
Do You Have Children?
I have children
I do not have children
22
Children's Full Name
23
Appoint A Guardian For Minor Children?
YESNO
24
Primary Guardian(Client One)
First Name
Middle Name
Last Name
25
Secondary Guardian (Client One)
First Name
Middle Name
Last Name
26
Primary Guardian(Client Two)
First Name
Last Name
27
Secondary Guardian(Client Two)
First Name
Last Name
28
Suggested Trust Name
Example: The Smith Family Trust
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
30
Specific Property For Distribution Instructions
Example: My Son James Smith is to receive all my shop tools & equipment
31
Distribution Instructions
Example: My son James Earl Smith & my daughter Jane Smith shall divide my estate into equal shares between them
32
Primary Power Of Attorney(Client One)
First Name
Middle Name
Last Name
33
Secondary Power Of Attorney(Client One)
First Name
Middle Name
Last Name
34
Primary Power of Attorney(Client Two)
First Name
Middle Name
Last Name
35
Secondary Power Of Attorney(Client Two)
First Name
Middle Name
Last Name
36
Primary Healthcare Agent(Client One)
First Name
Middle Name
Last Name
37
Secondary Healthcare Agent(Client One)
First Name
Middle Name
Last Name
38
Primary Healtcare Agent(Client Two)
First Name
Middle Name
Last Name
39
Secondary Healthcare Agent(Client Two)
First Name
Middle Name
Last Name
40
I wish to be(Client One)
Cremated
Buried
41
I wish to be(Client Two)
Cremated
Buried
42
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43
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ORDER SUMMARY
Total costUSD
Individual Complete Estate Plan
$299.00+
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Credit Card Number
Security Code
Expiration Date
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Complete Estate Plan (CA-Indv)

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