Estate Planning Intake Form

SECTION 1: PERSONAL PROFILE AND APPOINTEES*

Married?

Yes

No

Date / Time

Grantor / Initial Trustee

First Name

Last Name

Birthday

Gender

If not US Citizen, where?

Address Line 1

Address Line 2

City

State

Zip Code

Country

Phone/Mobile

Email

SSN (Last 4)

PERSONS TO SERVE AS TRUSTEES

Successor Trustee (If different from Grantor)

Full Name

Birthday

Gender

If not US Citizen, where?

Address Line 1

Address Line 2

City

State

Zip Code

Country

SSN (Last 4)

Email

***Successor Trustee (Corporate Trustee)

First Name

Last Name

Principal Address:

Address Line 1

Address Line 2

City

State

Zip Code

Country

* The Grantors while they are still alive, they are appointed as Initial Trustees too; and Successor Trustees are named when the Initial Grantors cease to serve.

** This is relevant especially when parties are involved in a vehicular accident together; and there is no way to determine who is considered to have died first. There is a need to make this decision while living since there are factors affecting survivorship and there is transfer of properties (ownership, rights and interest) from the person who is considered to have died first to the survivor.

*** The appointment of a corporate trustee is advised such that in case all the other appointees fail or cease to serve, the corporate trustee shall serve. The nature of its existence is perpetual not like a human being appointee.

SECTION 2: BENEFICIARIES OF THE TRUST

Benefeciary

Full Name

Relationship to Grantor

Birthday

Gender

If not US Citizen, where?

Address Line 1

Address Line 2

City

State

Zip Code

Country

Disability/Special Needs?

Name of Existing Guardian

SECTION 3: COVERAGE OF ESTATE

For Description, it could be house and lot, lot only, condominium unit, lake house, etc.

Subsection 3A: Real Properties

Real Property

Description

Address, if Different from Grantor(s)

Address Line 1

Address Line 2

City

State

Zip Code

Country

For Description, it could be a car, trailer, boat, etc.

Subsection 3B: Motor Vehicles

Motor Vehicle

Description

Make/Model

License Plate

SECTION 4: INSTRUCTIONS FOR ESTATE DISTRIBUTION

Please provide any specific items to be distributed, initial plan for asset distribution, timing, recipients and sharing, charities, donations, etc. (Example: Specific Asset Given to Specific Beneficiary/ies, Equal distribution, Scheduled Distribution Per Age of Beneficiaries, etc.)

Example: Specific Asset Given to Specific Beneficiary/ies, Equal distribution, Scheduled Distribution Per Age of Beneficiaries, etc.

Specific Item

SECTION 5: APPOINTMENT PREFERENCES AND SUCCESSION

In case of multiple appointees per purpose, it is understood that the first named individual is the primary appointee and the second person is the alternate, in case of unavailability of the first, as the list goes on.

Guardian for Minor Children, if any

Guardian Name

Address

Death Trustee

Name

Address

General Durable Power of Attorney (Disability/Incapacity) Personal Representative

Name

Address

Health Care Power of Attorney (Personal Representative)

Name

Address

Other Relevant Individuals (financial advisor, physician, accountants, attorneys, advisors, corporate trustee, etc.)

Name

Role

Address

SECTION 6: DEEDS FOR REAL PROPERTIES

In case you considered a Beneficiary Deed, a Quit Claim Deed, Lifetime Warranty Deed, or any other document that involves any of the real properties you own, please provide the relevant information needed below. For the blank spaces, provide an X mark. Use another sheet in case there are two (2) or more properties involved.

Additional Information for the Deed You Want Drafted

Address of the Property Involved

Address Line 1

Address Line 2

City

State

Zip Code

Country

Repeater Container

Name of the Beneficiary

Address of Beneficiary

Status of the Beneficiary

Please Specifiy

SECTION 7: OTHER ITEMS THAT COULD BE A CONCERN FOR YOU

Please share anything else you would like to discuss here related to your estate plan, and it will be addressed accordingly.

Repeater Container

First Name

Last Name

Birthday

Gender

If not US Citizen, where?

Address Line 1

Address Line 2

City

State

Zip Code

Country

Phone Number

Email Address

SSN (Last 4)

Estate Planning Intake Form

SECTION 1: PERSONAL PROFILE AND APPOINTEES*

PERSONS TO SERVE AS TRUSTEES

***Successor Trustee (Corporate Trustee)

SECTION 2: BENEFICIARIES OF THE TRUST

SECTION 3: COVERAGE OF ESTATE

Subsection 3A: Real Properties

Subsection 3B: Motor Vehicles

SECTION 4: INSTRUCTIONS FOR ESTATE DISTRIBUTION

SECTION 5: APPOINTMENT PREFERENCES AND SUCCESSION

SECTION 6: DEEDS FOR REAL PROPERTIES

Additional Information for the Deed You Want Drafted

SECTION 7: OTHER ITEMS THAT COULD BE A CONCERN FOR YOU

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