Estate Planning Form

MM slash DD slash YYYY
MM slash DD slash YYYY
Sex of Spouse/ Partner:
Are any of your children disabled?

******Fill out the following Section if your children are under the age of 21******

If any of your children are under 18 years of age who would you like to be the guardian of them if you were to die prior to them turning 18? Alternate if first choice predeceases you.
Who would you like to be the trustee of your children’s money if you were to die when they were still minors? This can be the same person as the guardian or a different person.

******Distribution of Property (If Single or Widowed)******

If you are leaving anything to a person whom has children, would you like their children to inherit if this person predeceases you?

******Distribution of Property (If Married) ******

******Distribution of Property if Leaving to Children (If Applicable) ******

If your child was to predecease you, but had children of their own, would you want their share to go to their children?


Who do you want to be the executor/ executrix of your will? That is the person who handles distributing your property and filing the appropriate forms with the probate court? It is usually is a spouse/ partner or adult child first and then an alternate.

Power of Attorney

We recommend that all clients choose someone that they trust to be their power of attorney that is a person who can legally act on your behalf if you become incapacitated. It is usually your spouse/ partner first and then many people do one to a child as an alternate. If you are single or widowed and do not have children you can pick a different relative or friend that you trust to perform this role for you.

Heath Care Representative

You should select someone to be able to make health care decisions for you if you cannot make them yourself.

Living Will

A living will is an advance directive that if you are legally brain dead or terminally ill with no hope of recovery that you do not want heroic measures such as artificial resuscitation or being hooked to a respirator. Do you want one of these?
Would you like to receive your drafts via email?