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Step 1 of 15

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Contact Information

Who is your Advisor?(Required)
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Children of your CURRENT and/or PREVIOUS MARRIAGE

Please list the names of children from your current and/or previous marriage.
Choose how many children
Child #1
Marital Status
MM slash DD slash YYYY
Gender
Status


Child #2
Marital Status
MM slash DD slash YYYY
Gender
Status


Child #3
Marital Status
MM slash DD slash YYYY
Gender
Status


Child #4
Marital Status
MM slash DD slash YYYY
Gender
Status
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Children (cont.)

Do any of your children have permanent disabilities?
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Beneficiaries

Do you wish to treat prior marriage and/or current marriage children equally?
Do any of your beneficiaries have learning disabilities or special educational, medical or physical needs?
Are there any familial limitations or concerns that may restrict you from adding a family member to your estate planning?
Do you/your spouse have grandchildren?
Do you/your spouse have any deceased children?
Do you/your spouse have any adopted children?
Do you have any relatives (other than children) who depend on you for all or part of their support?
Do you wish to disinherit any of your children, grandchildren, or any other close relatives?
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Beneficiaries (cont.)

Please include the name(s) any charities that you would like to include in your estate planning
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Beneficiaries (cont.)

Would you like us to help you begin the process of transferring your real estate property to your trust?

If yes, for each property, locate your ownership deed, commonly named WARRANTY DEED, GRANT DEED, BARGAIN SALE or QUITCLAIM DEED (NOT YOUR MORTGAGE DEED TITLES Deed of Trust or Reconveyance), Write the street address at the top of each deed and Submit with a Planning Guide
NOTE: Make sure to write the street address at the top of each deed and Submit it with a Planning Guide.
Max. file size: 512 MB.
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Responsible Parties

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Personal Representative & Financial Power of Attorney

List the names of the persons, other than the surviving spouse, you wish to be the decision maker concerning your incapacitation and estate upon your death.
Please provide the names of the Personal Representative & POA below. It is best if you can provide a Primary and Secondary choice.
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Advanced Health Care Directive/Power of Attorney

List the names of the persons, other than the surviving spouse, you wish to make any major medical decisions on your behalf. Please provide the names of the Advanced Health Care Directive/POA below. It is best if you can provide a Primary and Secondary choice.
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Child Residence & Custody

List the names of the persons that you wish to raise children under the age of 18, if both spouses die. If choosing a couple, please indicate who you wish to gain custody in the case of their divorce. Please provide the name of the persons below. It is best if you can provide a Primary and Secondary choice.
Gender
Gender
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Successor Trustee

List the names of the persons, other than the surviving spouse, that you wish to act as a successor trustee to the living trust after the death of both of you. The successor trustee will be the person that will carry out the wishes and terms stated in your trust. The successor trustee will also be the executor of your pourover will. Please provide the names of the successor trustee below. It is best if you can provide a Primary and Secondary choice.
Gender
Gender
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After-Death Directives

If a beneficiary dies prior to the second spouse’s death, do you wish for that beneficiary’s inheritance to go to their heirs?
Do you wish for any assets to be passed down to your beneficiaries prior to the death of the second spouse?
*Please note: this may affect the income stream for the surviving spouse.
Do you wish for the surviving spouse to have the power to control the distribution of the entire estate after the death of the first spouse?
Do you want assets passing to your beneficiaries to be held in a trust until a specific age or ages?
Burial Wishes - Client 1 Full Name:
Upon your death, do you wish to be cremated or buried?
Ex. Any agreement with an entity such as a funeral agreement with a licensed funeral provider, burial insurance, or a burial trust designating a funeral director as the beneficiary
Burial Wishes - Client 2 Name:
Upon your death, do you wish to be cremated or buried?
Ex. Any agreement with an entity such as a funeral agreement with a licensed funeral provider, burial insurance, or a burial trust designating a funeral director as the beneficiary
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Pre-Existing Plans

Please attach a copy of any pre-existing, planning documents
Do you and your spouse have an existing Marital property Agreement?
Do you/your spouse expect to inherit substantial assets greater than $100,000.00?
Do you/your spouse wish to make anatomical bequests (organ donation)?
Do you/your spouse have an existing will?
Do you/your spouse have an existing trust?
Max. file size: 512 MB.
Max. file size: 512 MB.
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Additional Pre-Existing Plans

Max. file size: 512 MB.
Please list any additional estate planning information entries
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This Planning Guide is filled out COMPLETELY AND ANY SUPPORTING DOCUMENTS ARE ATTACHED

Please review PREVIOUS pages of this planning guide before clicking SUBMIT!

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Wealth management accounting
  • About Us
    • Our Team
    • Trusted Resources
  • Our Services
    • Tax Planning
    • Asset Protection
    • Investment Management
    • Estate Planning
    • IRA Rescue
    • Medicaid Spend Down
    • Charitable Giving
    • Survivor Assistance
    • IRS Rescue
  • Who We Serve
    • Small Businesses
    • Individuals & Families
    • Financial Advisors
    • CPAs
    • Attorneys
  • Schedule Free Meeting
    • Privacy Policy

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Fort Wayne, IN 46845

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