Estate Planning Intake Form
Please fill out this form as completely as possible. If you don't understand a question, please send an email to rkmlaw@gmail.com.
Full Legal Name *
(as appeared on government documents, e.g., Drivers License, Passport)
Other names previously used
Do you have a former spouse *
Required
Best Phone Number *
Email *
Current Complete Address *
(Spouse) Full Legal Name
(skip if not married)
Other names previously used
Does Spouse Has Former Spouse?
Spouse Address
(if different from above)
Spouse Email
Spouse Phone
Name and Address - First Trustee *
A person who you want to manage your estate after you
Name and Address - Second Trustee *
A person who you want to manage your estate after you
Name and Address - Third Trustee
Do you want these trustee to act jointly or these trustees will act individually in the order listed (describe your wishes clearly, including any conditions))
If you want these trustees to action individually, the first trustee above will be the sole trustee after you until he can no longer act as a trustee or removed
List all your children (if any), including children from previous marriages (indicate if from previous marriage)
Include their ages, percentage of estate each will get, and in case of minors, who will be the guardian and alternate guardian. State their addresses, if not living with you.
List Additional Beneficiaries (other than children), Addresses, Percentage of Estate (or Fixed Assets) Each Will Receive
Also mention if you want to pass on their share to their children if they die before you
Contingent Beneficiaries
A Contingent Beneficiary sometimes called the “last resort beneficiary” to be the recipient of your estate in the event that there are no other surviving beneficiaries. (Otherwise the estate would/may go to the State) If you wish to provide a contingent beneficiary, please list them below. You may name a charity.
Special Distribution
A special distribution can be made upon the death of either the Husband or Wife, to be distributed before the final estate is divided and distributed. Often times this is a lump sum amount or valuable property. Please list any special distributions here. They can be listed here even though they might be listed as a child or a beneficiary, this will not effect their final distribution.
General Power of Attorney/Medical Directives, etc. - Do you wish to designate your spouse as your Agent in the event of your death? Please enter "yes" . In no, please list the name and address of your Agent below (you may also list alternate agent(s)
Power of Attorney will allow your Agent/Attorney-in-Fact- to act on your behalf to make major financial and property decisions. This document will allow your designated decision maker to act on your behalf to make decisions on whether to continue providing you with life support in the event you are in a vegetative state. Medical Directives - this document will allow your designated decision maker to act on your behalf to make medical and health care decision on your behalf.
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