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  • Spouse Information

  • Children/Dependent Information

  • Additional Children/Dependent Information

  • Current Estate Plan

    Please mark the appropriate selections indicating which documents you currently do/do not have. If you do not have and a spouse does, please provide that information.
  • Proposed Executor/Trustee

    Who do you wish to carry out the affairs of your estate?
  • Spouse Executor/Trustee

  • Proposed Guardian of Minor Children

  • Current Advisors

  • Statutory Durable Power of Attorney

    This person should be someone you or your spouse trust to manage your business affairs during intervals of incapacity (i.e. coma, unconcious)
  • Medical Power of Attorney

    This person should be someone you trust to manage your business affairs during intervals of incapacity.
  • Medical Power of Attorney For Health Care

    This person should be someone you trust to make important/life threatening medical decisions where, once again, you are incapacitated in some way from making such decisions for yourself. If same individual(s) as listed above or any other section for which name, address and phone number is already listed, simply write or fill in the individual’s name in the appropriate designation(s).
  • Estate Planning Goals

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