Will Plan
Name
First Name
Last Name
Spouse's Name
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Spouse's Phone Number
-
Area Code
Phone Number
Email
example@example.com
Spouse's Email
example@example.com
Children and Other Beneficiaries
Name, Address, Age, DOB
Children and Other Beneficiaries
Name, Address, Age, DOB
Children and Other Beneficiaries
Name, Address, Age, DOB
Children and Other Beneficiaries
Name, Address, Age, DOB
If you have child(ren) under 18, who will be the guardian?
Name, Address, Phone Number
Backup Guardian
Name, Address, Phone Number
Who will you be designating as Executor of your estate?
Name, Address, Phone Number
Backup Executor
Name, Address, Phone Number
Who will you be designating as Executor of your spouse's estate?
Spouse's Backup Executor
Will you be establishing a testamentary trust for your children or other beneficiaries? If so, who would you like to name as Trustee?
Name, Address, Phone Number
Backup Trustee
Name, Address, Phone Number
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Do you have any specific preferences or wishes regarding the administration of the testamentary trust?
For example: what ages for distribution, for what purposes
Does your spouse have any specific preferences or wishes regarding the administration of the testamentary trust?
Do you have any specific gifts you will be making?
Does your spouse have any specific gifts they will be making?
Who will be your financial power of attorney in the event that you are hospitalized or incapacitated?
Name, Address, Phone Number
Backup POA
Who will be your spouse's financial power of attorney in the event they are hospitalized or incapacitated?
Spouse's Backup POA
Who will be your medical power of attorney in the event that you are hospitalized, unresponsive, or incapacitated?
Name, Address, Phone Number
Backup Medical POA
Do you have any specific requests regarding medical treatment?
For example DNR after 10 days, anatomical gifts, etc.
Who will be your spouse's medical power of attorney in the event they are hospitalized, unresponsive, or incapacitated?
Spouse's Backup Medical POA
Does your spouse have any specific requests regarding medical treatment?
Any Other Questions or Concerns?
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