Client Information


Children

Please use full legal names when entering children


Names of other family members (if living):


Personal Representatives

Whom do you desire to be the Personal Representative (Executor) of your probate estate?


Guardians

If your children are still minors or are handicapped, whom would you desire to be their Guardians if both parents pass away before they become adults?


Trustees

If you have minor children, or if you wish to have your estate held until your children are older before they receive their inheritance, whom do you desire to be the Successor Trustees of your estate?


Beneficiaries


Miscellaneous

Your wishes concerning a Living Will and your burial can be noted in your Healthcare Power of Attorney forms