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LETS GET PLANNING!

Service Requested
Marital Status
Single

Your estate can be distributed however you wish.

Example: Generally, people leave their estates to their children, in equal shares. If a child does not survive, then that deceased child's share goes to their children.

Once you (and/or your spouse) pass away, who do you want to be in charge of your Trust/Estate?

You can choose as many people as you like, you can also choose to make two people act together as "co-trustees"

List in acting order.

Who do you want to make your medical decisions for you. If married, typically it is your spouse first.

List in acting order.

Who do you want to make your spouses medical decisions? If married, typically it is your spouse first.

List in acting order.

Who do you want to make your financial decisions for you. If married, typically it is your spouse first.

List in acting order.

Who do you want to make your spouses financial decisions? If married, typically it is your spouse first.

List in acting order.

List all financial and real assets.

Ex: For financial accounts "Chase Checking Acct****1234"

Ex: Real Property "123 Aplle Hill Lane, Live, CA 95212"

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