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TELL US ABOUT YOURSELF

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Step 1 of 19

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CONGRATULATIONS on taking the first step to completing your Estate Plan!

What’s your name?

First

Middle Name

Middle

Name

Last

When is your birthday?

Month

Date

Year

Where do you live?

Address line 1 Address line 2 City State ZIP Code

What is your email?

What is your relationship status?

Who would you like to name as your Executor (the individual or corporation to manage your estate after your passing)?

Who would you like to name as your Successor Executor?

Would you like to name a Back Up to your Successor Executor?

What is the name of your partner?

First

Middile Name (optional)

Middle Name(optional)

Last Name

Last

What is the name of your partner?

First

Middle Name Of Divorce Partner

Middle

Last Name of Divorce Partner

Last

Do you have any children?

YES

NO

Are all children of this partnership?

Yes

No

Are all children of this marriage?

YES

NO

Whose child(ren) are from a previous relationship?

MINE

MY SPOUSE

BOTH

What is the child’s full name?

First name

Middle name (optional)

Last name

When is their birthday?

MM

DD

YY

Do you have any children?

Yes

No

What is the child’s full name?

First name

Middle name (optional)

Last name

When is their birthday?

MM

DD

YY

Who do you want to select as your SUCCESSOR EXECUTOR?

First Name Of Successor Executor

Last Name Of Successor Executor

Address of Domestic Partnership

Street Address Address Line 2 City State ZIP Code

Tell Us About Your Partner’s Fiduciaries

Who would your partner like to nominate as his/her EXECUTOR, the person or institution you want to manage and distribute your property you leave in your estate?

RELATIONSHIP OF Partner Fiduciaries

First Name Of Partner Fiduciaries

Last Name Of Fiduciaries Partner

Address Of Fiduciaries Partner

Street Address Address Line 2 City State ZIP Code

Who does your partner want to select as his/her SUCCESSOR EXECUTOR? *Highly recommended.

Relationship Of SUCCESSOR EXECUTOR

First Name Of SUCCESSOR EXECUTOR

Last Name Of SUCCESSOR EXECUTOR

Address Of SUCCESSOR EXECUTOR

Street Address Address Line 2 City State ZIP Code

Additional check box

My spouse wishes to leave their estate to me, and if I cannot receive this distribution due to incapacity or death, then in equal shares to his/her children and their descendants. If you check this box, you can skip to final arrangements.

Your fiduciaries are those who your spouse will trust to manage and distribute their property according to their wishes, and those in charge of the best interest of his/her beneficiaries.

Who would your spouse like to nominate as his/her EXECUTOR, the person or institution they want to manage and distribute their property they leave in their estate?”

FIDUCIARY FOR EXECUTORS OF RELATION

First Name Fiduciaries

First

Last Name Fiduciaries

Last

Address of Fiduciaries

Street Address Address Line 2 City State ZIP Code

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

“What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?”

First Name

Last Name

Relationship

City

State

What is the legal name of the BENEFICIARY that your SPOUSE withes to leave this bequest?

First Name

Last Name

Relationship

City

State

Would your spouse like to include one or more bequests in his/her WILL?

To who it should be distributed to

First Name

First

Last Name

Last

Address

Street Address Address Line 2 City State ZIP Code

Phone

Add More Children

Child’s first name

Child’s last name

YY

DD

MM

TELL US ABOUT YOUR FIDUCIARIES

Your fiduciaries are those who you will trust to manage and distribute your property according to your wishes; and those in charge of the best interests of your beneficiaries.

Who would you like to nominate as your EXECUTOR, the person or institution you want to manage and distribute your property you leave in your estate?

Relationship with user(married)

First Name(Fiduciaries)(married)

First

User Fiduciaries Last name(Married)

Last

Address of user fiduciaries(married)

Street Address Address Line 2 City State ZIP Code

Who do you want to select as your SUCCESSOR EXECUTOR?*Highly recommended

SUCCESSOR EXECUTOR Fiduciaries relationship(Married)

SUCCESSOR EXECUTOR Fiduciaries First name(Married)

First

SUCCESSOR EXECUTOR Fiduciaries Last name(Married)

Last

Address of SUCCESSOR EXECUTOR Fiduciaries(Married)

Street Address Address Line 2 City State ZIP Code

Tell Us About Your Partner’s Fiduciaries

Your fiduciaries are those who you will trust to manage and distribute your property according to your wishes; and those in charge of the best interests of your beneficiaries.

Who would your partner like to nominate as his/her EXECUTOR, the person or institution you want to manage and distribute your property you leave in your estate?

TELL US ABOUT YOUR FIDUCIARIES

Your fiduciaries are those who you will trust to manage and distribute your property according to your wishes; and those in charge of the best interests of your beneficiaries.

Who would you like to nominate as your EXECUTOR, the person or institution you want to manage and distribute your property you leave in your estate?

RELATION

First Name

First

Last Name

Last

Address

Street Address Address Line 2 City State ZIP Code

Who does your partner want to select as his/her SUCCESSOR EXECUTOR?*Highly recommended

Who do you want to select as your SUCCESSOR EXECUTOR? *Highly recommended.

Would your partner like to select a SECOND SUCCESSOR EXECUTOR?

RELATION

First Name

First

Last Name of alternate fiduciaries

Last

Alternate fiduciaries Address

Street Address Address Line 2 City State ZIP Code

Do your children need guardians? (If your children are under 18, please select yes.)

Yes

No

Do your children need guardians? (If your children are under 18, please select yes.)

Yes

No

Who would you like to name as your FIRST LONG TERM GUARDIAN? This is the person/couple who you would wish to raise and love your children the way that you do.

REALTION

First Name of gurdian

First

Last Name of gurdian

Last

Gurdian Address

Street Address Address Line 2 City State ZIP Code

Phone Number of gurdian

Who is your second choice to serve as guardian?

Relation

First Name of co-gurdian

First Name

Last Name of co-gurdian

Last Name

Address of second gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of co-gurdian

Who is your third choice to serve as guardian?

Relation of backup gurdians

First Name of third co-gurdian

First

Last Name of third co-gurdian

Last

Address of third gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of third gurdian

If you would like to list additional successor guardians, you can do so in this section:

Nomination of Guardian For Spouse

Relationship of spouse term first gurdian

First Name of spouse term gurdian

First Name

Last Name of spouse term gurdian

Last Name

Address of spouse term gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of short term gurdian

Who would you like to name as your second choice for spouse term guardian?

Relationship of second gurdain

First Name of spouse term second gurdian

First Name

Last Name of spouse term second gurdian

Last Name

Address of spouse term second gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of spouse term second gurdian

Who would you like to name as your third choice for SUCCESSOR SPOUSE TERM GUARDIAN?

Relationship of third gurdian

First Name of spouse term of third gurdian

First

Last Name of spouse term of third gurdian

Last

Address of short term of third gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of short term of third gurdian

Who would you like to name as your first SHORT TERM/STANDBY GUARDIAN? Short Term Guardians are those who could immediately assist your children (ideally living less than 30 minutes away from you) if you could not be found.

Relationship of short term first gurdian

First Name of short term gurdian

First

Last Name of short term gurdian

Last

Address of short term gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of short term gurdian

Who would you like to name as your second choice for short term guardian?

Relationship of second gurdain

First Name of short term second gurdian

First Name

Last Name of short term second gurdian

Last

Address of short term second gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of short term second gurdian

Who would you like to name as your third choice for SUCCESSOR SHORT TERM GUARDIAN?

Relationship of third gurdian

First Name of short term of third gurdian

First

Last Name of short term of third gurdian

Last

Address of short term of third gurdian

Street Address Address Line 2 City State ZIP Code

Phone Number of short term of third gurdian

Would you like to add a confidential excluded guardian?

Yes

No

Relationship with excluded gurdian

Excluded gurdian

First Last

Excluded gurdian Address

Street Address Address Line 2 City State ZIP Code

Are there additional excluded guardians you would like to include?

Additional excluded gurdian name

First Last

Relationship with additional gurdianship

Address of additinal excluded gurdian

Street Address Address Line 2 City State ZIP Code

If you were incapacitated for any period of time, who would you want to make decisions for you with regard to your HEALTHCARE?

First Name of Healthcare agent

First Name

Last Name of Healthcare agent

Last Name

Relationship with first health care agent

Last Name

Address of First Healthcare agent

Street Address Address Line 2 City State ZIP Code

Who would be your second choice?

First Name of second healthcare agent

First

Last Name of second health care agent

Last

Relationship with second health care agent

Address of secod health care agent

Street Address Address Line 2 City State ZIP Code

Who would be your third choice?

First Name

First

Last Name

Last

Address

Street Address Address Line 2 City State ZIP Code

If your partner were incapacitated for any period of time, who would your spouse want to make decisions for him/her with regard to their HEALTHCARE?

First

Last Name Of Partner Of HealthCare

Last

Relationship with second health care agent

Address Of Partner Health Care agent

Street Address Address Line 2 City State ZIP Code

Who would be their second choice?

First

Second Choice HealthCare Partner Last Name

Last

Relationship with second health care agent

Address Of Second Choice HealthCare Partner

Street Address Address Line 2 City State ZIP Code

Who would be their third choice?

First

Name of Third Choice Of The HealthCare Partner Last Name

Last

Relationship with second health care agent

Address Of Third Choice HealthCare Partner

Street Address Address Line 2 City State ZIP Code

Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures?

Yes

No

Unsure

Do you want to provide that your organs and tissues should be made available for transplant purposes?

Yes

No

Unsure

Does your partner want to provide that the moment of his/her death not be unnecessarily prolonged by artificial means or measures?

Yes

No

Unsure

Does your partner want to provide that his/her organs and tissues be made available for transplant purposes?

Yes

No

Unsure

TELL US ABOUT YOUR BENEFICIARIES

I wish to leave my estate to my spouse, and if my spouse cannot receive this distribution due to incapacity or death, then in equal shares to my children and their descendants.

I wish to leave my estate to my partner, and if my partner cannot receive this distribution due to incapacity or death, then in equal shares to my children and their descendants. If you check this box, you can skip to Final Arrangements.

I wish to leave my estate to my partner, and if my partner cannot receive this distribution due to incapacity or death, then in equal shares to my children and their descendants. If you check this box, you can skip to Final Arrangements.

I wish to leave my estate to my partner, and if my partner cannot receive this distribution due to incapacity or death, then in equal shares to my children and their descendants. If you check this box, you can skip to Final Arrangements.

I wish to leave my estate in equal shares to my children and their descendants. If you check this box, you can skip to Final Arrangements.

I wish to leave my estate in equal shares to my children and their descendants. If you check this box, you can skip to Final Arrangements.

Would you like to include one or more bequests in your Will? (A BEQUEST is when you leave any personal property or financial assets to an individual or organization through your will.) The BEQUEST will be given to this individual or organization before the estate is distributed among your beneficiaries.

What is the legal name of the BENEFICIARY you wish you to leave this bequest?

First Name

Last Name

Relationship

City

State

Describe Property

TELL US ABOUT PARTNER’S BENEFICIARIES

My partner wishes to leave their estate to me, and if I cannot receive this distribution due to incapacity or death, then in equal shares to his/her children and their descendants. If you check this box, you can skip to final arrangements.*

My partner wishes to leave their estate to me, and if I cannot receive this distribution due to incapacity or death, then in equal shares to his/her children and their descendants. If you check this box, you can skip to final arrangements.

Would your spouse like to include one or more bequests in their Will? (A BEQUEST is when you leave any personal property or financial assets to an individual or organization through your will.) The BEQUEST will be given to this individual or organization before the estate is distributed among your beneficiaries.

Hidden

Section Break

Add New Bequest

First Name

Last Name

Relationship

City

State

Please enter add new distributer.

Hidden

Section Break

What is the legal name of the BENEFICIARY your partner wishes to leave this bequest?

First Name

Last Name

Relationship

City

State

Describe Property

Hidden

Section Break

What is the legal name of the BENEFICIARY you wish you to leave this bequest?

First Name

Last Name

Relationship

City

State

Describe Property

Hidden

Section Break

Please indicate your wishes for final arrangements.

Burial

Cremation

Donate Body to Science

Let My Family Decide

Other

Please indicate your partner's wishes for final arrangements.

Burial

Cremation

Donate Body to Science

Let My Family Decide

Other

Please describe here

Do you wish to disinherit anyone from your Will?

Yes

No

Does your partner wish to disinherit anyone from his/her Will?

Yes

No

Relationship with disinherit

Disinherit Name

First Last

Address of disinherit

Street Address Address Line 2 City State ZIP Code

Is there any other person you would like to disinherit?

Yes

No

Additional disinherit person name

First Last

Relationship with additional disinherit person

Address of additional disinherit person

Street Address Address Line 2 City State ZIP Code

Will Plan

Will plan - Single

Will plan - Single (Three monthly installments)

Will plan - Couple

Will plan - Couple - (Three monthly installments)

Total

Will Plan*

Will plan - Single

Will plan - Single (Three monthly installments)

Total

Your card will be charged on the first of each month with the installment plan.

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Pdf File - Will Plan

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