New Clients
PRE-ESTATE PLANNING WORKSHEET - Identify your planning objectives and learn what information to gather before meeting with an estate planner. Four (4) pages.
New and Existing Clients
ASSET & LIABILITY CHECKLIST - Make the task simpler for your financial power of attorney agents, executors and trustees. Organize a list of your monthly expenses, location of assets and liabilities along computer logins and passwords. Eighteen (18) pages.
CONTACT INFORMATION - Reduce the time those managing your estate spend locating contact information for important people in your life, such as family, physicians, work and more. Fourteen (14) pages.
INSTRUCTIONS FOR CHILDREN'S GUARDIANS - Share insight into the lives of your children should your guardians raise your children. List medical, educational and dietary information along with your personal feelings on a variety of important subjects. Four (4) pages.
MEDICAL INFORMATION - Include important medical information with medical power of attorney documents so your agent can efficiently communicate with your physicians and family. Four (4) pages.
Existing Clients
TRUST FUNDING INSTRUCTIONS - After your documents are signed, it is vital to transfer desired assets into your living trust. Otherwise assets may not be distributed as intended and potentially be subject to probate. Three (3) pages. Self-Review: Annually
BLANK BURIAL INSTRUCTIONS Blank form to list final instructions if your current instructions are not easy to clearly change. Self-Review: Every couple years
SUCCESSOR TRUSTEE GUIDE - Instructions for successor trustees during an incapacitation or upon the trustors' passing. Six (6) pages.