Complete Estate Plan (CA-Non-Trad Married)

You can always press Enter⏎ to continue

Complete Estate Plan (CA-Non Trad Married) $399

Complete Estate Plan (CA-Non Trad Married) $399

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)
Non-Traditional Couple
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)
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?*PLEASE NOTE THAT MARRIED TRUSTS WILL AUTOMATICALLY APPOINT BOTH AS PRIMARY GUARDIANS. PLEASE SELECT TWO ADDITIONAL GUARDIANS.
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 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
* This field is required.Please Read & Agree
43
My Products* This field is required.
prevnext( X )
My Bag
0
My Bag
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
Great Product Name
$20
Quantity:1
Size:Small
RemoveEdit
ORDER SUMMARY
Total costUSD
CA Non-Trad Married Complete Estate Plan
$399.00+Remove
Back
Enter Coupon
Total cost $0.00
Credit Card
First Name
Last Name
Credit Card Number
Security Code
Expiration Date
Postal Code
Should be Empty:

Complete Estate Plan (CA-Non-Trad Married)

[Edit]

Question Label

1 of 43See AllGo Back

Save & Continue Later

Your form is saved successfully!

If you want to continue answering your form later, please enter the email address you would like to send the link to:

Please enter a valid email address.

Something went wrong while saving your answers. Please try again.

Email has been sent successfully.

Save your progress

OR

Already have an account? LOGIN

Skip Create an Account

Save your progress

Name

Email Address

Password

I agree to theTerms of ServiceandPrivacy Policy

Your form submission has been saved as a draft.

If you want to continue answering your form later, please enter the email address you would like to send the link to:

Save your progress

OR

Username or email

Password

Forgot Password?

Your form submission has been saved as a draft.

We’ve sent you an email with a link to complete your submission.