WFB LEGAL CONSULTING
PERSONAL & CONFIDENTIAL
If you have been divorced, please provide a copy of the divorce decree.
Durable Power of Attorney: If you were sick and could not pay your bills, whom would you wish to handle your financial affairs? This should be someone you trust without question. These are usually persons living in or near your community.
Living Will and Health Care Designation: Many people do not wish their lives to be prolonged on artificial life support. If there is no chance of recovery, whom do you wish to nominate to make your health care decisions should you become incapacitated?
Last Will and Testament and Living Trust: Please list your children and provide the following information below. If you do not have children, please list your beneficiaries and their information here. Providing for your children/beneficiaries may be a disincentive to achieve. You may wish to distribute either there whole inheritance at a specific age or parts of their inheritance over time at different ages. IF so, please list such percentage(s) and age(s) of distribution next to each name below.
Whom do you wish to act as your Personal Representative(s) with regard to your Power of Attorney over Assets, should you become incapacitated?
If you have minor children, whom do you wish to act as the Guardian of your children if both parents are deceased? The Guardian should be someone whom you trust with their physical well being, education, care, upbringing, etc.
During your life, you will act as the Trustee of your trust and you will retain full control over it. If you cannot serve due to death or incapacity, you must name a Successor Trustee(s) to manage your trust. As with the Personal Representative, this individual should be good with finances and trustworthy. To this end, he or she is likely to be the same individual whom you named as Personal Representative.
Have you previously executed a will or trust? IF yes, please provide a copy of any Will or Trust that is presently effective.
Please provide a copy of every real estate deed, so that we can assess what, if anything, should be done with each parcel of real estate with reference to any trust that we may establish.
Please provide a copy of your last statements from any investment houses, such as Edward Jones, etc.
2. Investment/Personal Use Real Estate:
ACKNOWLEDGEMENT: I certify this is a true and correct representation of my assets as of this date.