Date of Birth:
 
Children/s:
Date of Birth:
If you have an adult daughter, has she been married, divorced or used any other names?
If you have adult children, do you have any grandchildren? If so, should your child predecease you, do you want their share of the estate to go to their children?
How do you want the estate divided and who are your beneficiaries? Do you want the trust assets disbursed immediately upon your death or is there an age a beneficiary must reach before receiving their portion of the estate?
How do you want the estate divided and who are your beneficiaries? Do you want the trust assets disbursed immediately upon your death or is there an age a beneficiary must reach before receiving their portion of the estate?
If all of your beneficiaries predecease you (no lineal descendent’s - no children, grandchildren, etc.), how, where, or to whom do you want your estate disbursed?
What are your health care or anatomical gifts desires. In other words, do you want Herculean efforts made to keep you alive or not. Do you desire to donate any of your vital body parts to science or medicine? What is your desire in regard to the disposition of your remains?
For your personal property, I need a list of all your bank accounts, securities, life insurance, retirement plans and if you hold any notes secured by deeds of trust, that information also. Please include the name, address and account numbers of all your personal assets. You do not have to include items such as jewelry, art work, etc. because I will address those items in a general format.