Estate Planning Questionnaire

20%

Personal Representative
This is the person that will make sure your property goes to the individual(s) you designate within the will.
Primary Personal Representative
First Last
Address
Street Address Address Line 2 City State ZIP Code
This is the person that will make sure your property goes to the individual(s) you designate within the will.

By default, your spouse is your primary Personal Representative.
- I don't want my spouse to be the primary Personal Representative
Primary Personal Representative (Not Spouse)
First Last
Address
Street Address Address Line 2 City State ZIP Code
Contingent Personal Representative
It's a good idea to have someone as a back-up.
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code

Guardian for Minor Children
The person(s) who will care for your children in the event that both parents are unable.
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code
Contingent Guardian
It's good to have a backup.
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code

Who will receive your estate?
By default, your estate will be distributed as follows: "Everything to my spouse and children."
By default, your estate will be distributed as follows: "Everything to my spouse."
- I have different or specific instructions for all or some of my estate
Additional Instructions for your estate
Instructions for your estate
Please name the person(s) to whom you want your estate (all or specific parts) to go.

Principal for Power of Attorney
This is the person to whom you give power to operate your bank accounts, sell and acquire property or business interests, and so on.

By default, your spouse is the Principal
- I want to name someone else as Principal on the Power of Attorney
This is the person to whom you give power to operate your bank accounts, sell and acquire property or business interests, and so on.
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code
Contingent Power of Attorney
Again, it's good to have a back-up
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code
Health Care Agent
This is the person who will make decisions about your medical care, in the event you are incapacitated.

By law your spouse has this power, but you may name someone else if you choose
- I want to name someone else as my primary Health Care Agent
This is the person who will make decisions about your medical care, in the event you are incapacitated.
Primary Health Care Agent (Not Spouse)
First Last
Address
Street Address Address Line 2 City State ZIP Code
Primary Health Care Agent
First Last
Address
Street Address Address Line 2 City State ZIP Code
Contingent Health Care Agent
Again, it's good to have a back-up
Name
First Last
Address
Street Address Address Line 2 City State ZIP Code
Phone

Personal Information