Complete Estate Plan (CA-Non-Trad Couple)

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Type Of Trust(Client One)

Non-Traditional Couple

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State Of Residence(Client One)

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Name(Client One)

First Name

Middle Name

Last Name

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Gender(Client One)

Male

Female

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Marital Status(Client One)

Domestic Parnership

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1st Line Of Address(Client One)

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City(Client One)

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Zip(Client One)

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County Of Residence(Client One)

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Email(Client One)

example@example.com

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Phone Number(Client One)

Area Code

Phone Number

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Name(Client Two)

First Name

Middle Name

Last Name

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Gender(Client Two)

Male

Female

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Same Address

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1st Line Of Address(Client Two)

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City(Client Two)

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Zip(Client Two)

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County Of Residence(Client Two)

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Email(Client Two)

example@example.com

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Phone Number(Client Two)

Area Code

Phone Number

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Do You Have Children?

I have children

I do not have children

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Children's Full Name

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Appoint A Guardian For Minor Children?*PLEASE NOTE THAT MARRIED TRUSTS WILL AUTOMATICALLY APPOINT BOTH AS PRIMARY GUARDIANS. PLEASE SELECT TWO ADDITIONAL GUARDIANS.

YESNO

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Primary Guardian(Client One)

First Name

Middle Name

Last Name

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Secondary Guardian (Client One)

First Name

Middle Name

Last Name

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Primary Guardian(Client Two)

First Name

Last Name

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Secondary Guardian(Client Two)

First Name

Last Name

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Suggested Trust Name

Example: The Smith Family Trust

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Successor Trustee(s) Full NameThe person who assumes control of the trust after the initial trustee dies or becomes unable to continue with his or her responsibilities

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Specific Property For Distribution Instructions

Example: My Son James Smith is to receive all my shop tools & equipment

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Distribution Instructions

Example: My son James Earl Smith & my daughter Jane Smith shall divide my estate into equal shares between them

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Primary Power Of Attorney(Client One)

First Name

Middle Name

Last Name

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Secondary Power Of Attorney(Client One)

First Name

Middle Name

Last Name

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Primary Power of Attorney(Client Two)

First Name

Middle Name

Last Name

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Secondary Power Of Attorney(Client Two)

First Name

Middle Name

Last Name

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Primary Healthcare Agent(Client One)

First Name

Middle Name

Last Name

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Secondary Healthcare Agent(Client One)

First Name

Middle Name

Last Name

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Primary Healtcare Agent(Client Two)

First Name

Middle Name

Last Name

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Secondary Healthcare Agent(Client Two)

First Name

Middle Name

Last Name

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I wish to be(Client One)

Cremated

Buried

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I wish to be(Client Two)

Cremated

Buried

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* This field is required.Please Read & Agree

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My Products* This field is required.

My Bag

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CA Non-Trad Couple Complete Estate Plan
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First Name

Last Name