SPOUSE INFORMATION IF APPLICABLE
SUCCESSOR TRUSTEE (The successor trustee is the individual who takes over for the orignal trustee in the event of the original trustee's death, allocates and distributes your assets.
SPECIFIC GIFTS OTHER THAN PERSONAL ITEMS (OPTIONAL)
Example: Real properly locacated in Los Angeles county to Joe Baker.
DISTRIBUTION OF REMAINING TRUST ESTATE AFTER SPECIFIC GIFTS.
IF THIS BENEFICIARY PREDECEASES YOU, HIS/HER SHARE IS TO BE
IF ALL OF THE ABOVE BENEFICIARIES AND THEIR CHILDREN PREDECEASE YOU:
List the Executors for your Pour-Over will in order of preference. If you have inadvertendly left assets outside of your trust, the Executor will administer your probate estate for the forgotten item.
SPOUSE (IF APPLICABLE)
FINANCIAL POWER OF ATTORNEY: Power of Attorney grants another person, designated your attorney-in-fact, the authority to act on your behalf.
THIS FINANCIAL POWER OF ATTORNEY SHALL BE EFFECTIVE:
ADVANCED HEALTH CARE DIRECTIVE: This person will make medical decisions for you in the event you are unable to make it yourself. (Note: the primary is usually the spouse)
THE ADVANCED HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE:
DO YOU WISH TO MAKE ANATOMICAL GIFTS?
THE ADVANCE HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE: