Skip to main content
  • twitter
  • facebook
  • linkedin
  • youtube
  • instagram
  • Resource Library
  • Employee Portal
  • Client Portal
  • Make A Referral
  • Contact Us
Hit enter to search or ESC to close
Close Search
Wealth Management Accounting
Menu
  • 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
  • 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
  • Resource Library
  • Employee Portal
  • Client Portal
  • Make A Referral
  • Contact Us

Step 1 of 15

6%
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Contact Information

Who is your Advisor?(Required)
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Children (cont.)

Do any of your children have permanent disabilities?
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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?
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Estate Distributions

Please include the name(s) any charities that you would like to include in your estate planning
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Estate Distributions (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.
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Responsible Parties

To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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.
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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.
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

After-Death Directives

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 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.
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 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
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

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.
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.

Additional Pre-Existing Plans

Max. file size: 512 MB.
Please list any additional estate planning information entries
To ensure your progress is saved, please click "Save and Continue Later" or submit your information in full before navigating away from this form.
This Planning Guide is filled out COMPLETELY AND ANY SUPPORTING DOCUMENTS ARE ATTACHED

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

{all_fields}

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

Fort Wayne Office

10425 Oak Valley Road
Fort Wayne, IN 46845

(260) 624-0490

Titusville Office

815 S Washington Ave #203
Titusville, FL 32780

(321) 206-1158

office@wmateam.org

© 2023 Wealth Management Accounting. | Handcrafted by Crown Jewel Marketing

  • twitter
  • facebook
  • linkedin
  • instagram
  • phone
  • email
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Cookie SettingsAccept All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT