Do you currently have a power of attorney?
No Yes
Do you currently have a will?
No Yes

Ages of any children:

If any children are under age 18 and need guardians, list and prioritize two or three potential guardians:
      1st:
      2nd:
      3rd:

Do you have special needs beneficiaries?
No Yes
Until your children are grown, should your guardians have the option of using your home?
No Yes
Would you like clauses to care for your pets so your pets' guardian doesn't pay vet and food expenses out of pocket?
No Yes
Would you like a No Contest Clause disinheriting anyone (named or not named) legally contesting your estate?
No Yes

Approximate ages of any grandchildren:

At what age(s) do you think your beneficiaries will be responsible receive an inheritance without restriction?

List and prioritize three/four people to act as Successor Trustee. A partial list of duties includes:

1. Liquidate the estate, pay off your remaining and distribute the estate
2. Maintain bookkeeping/records of transactions and/or hire a professional to keep records
3. Determine the validity of requests for early distributions by beneficiaries for health, education, maintenance or support needs
4. Before you pass, act as a "financial power of attorney" for assets in the trust during an incapacitation of the initial trustee(s) - who are typically you (and your spouse)

It is not uncommon for adult children to be both the beneficiaries are successor trustees. If you do not have three people, you may wish to consider corporate trustees:
1st: 3rd:
2nd:4th:

List and prioritize three/four people to make your medical decisions if you are unable:
1st: 3rd:
2nd:4th:

Assets:
Number of properties owned
0 12345

Life insurance value:

Life insurance beneficiaries & percentages:

Retirement & investment account beneficiaries & percentages:

List specific items you wish to leave to certain beneficiaries:

For the remainder of your estate, list the beneficiaries (people, charities, etc.) and the percentages they are to receive:

Primary Beneficiaries:	=   %
	If a beneficiary above predeceases you but has children, his or her share can pass along to his or her children. If you choose yes, their children will be subject to the same age restriction you picked above. Yes No
Backup Beneficiaries	=   %

If you enter contact information, all information is strictly used for replying to your inquiries. It will not be shared or sold with anyone outside Four Peaks Planning, Inc.

Your name:

Email:

Phone:

Send additional questions using the box below.  When finished, click Submit.