Please provide the following information:

1. Executor's Name: This is the person(s) who will be responsible for seeing that your Last Will and Testatment is carried out.

2. Specific Gifts: In this section, provide a description of the property and the name of the beneficiary who is to receive it at your death.

     You must "describe" the property sufficiently. Here are some examples:

• I leave my golden wedding ring to.....
• I leave the contents of my checking account at {name of bank} to....
• I leave my 1994 Dodge Truck to.....
• I leave my property located at 111 Main St., {city}, {state}, {zip} to...

3. Residue of Estate: After specific gifts, if you have property left over, provide the name(s) of the beneficiary(ies) who are to receive the residue of your estate.

4. Miscelaneous: In this section you could provide funeral instructions, name a guardian for your children, etc. If you want us to know any additional information about your Last Will and Testatment, include it in this section.

 

A living will is a document wherein you provide instructions to doctors and family members as to how you want to proceed in the event you have to be resuscitated or placed on life support.

In the space provided below, indicate how you would like to proceed in the event you have to be resuscitated or placed on life support.

 

A power of attorney is a document wherein you grant authority to make decisions on your belhalf to a person of your choosing. That person is called your "Attorney In Fact."

A power of attorney can be either Limited or Durable. A limited power of attorney only grants specific, limited authority to your Attorney in Fact. A durable power of attorney grants wide authority.

Please provide the following information:

1. Attorney In Fact: List the name(s) of the person(s) you want as your Attorney In Fact (you may have more than one).

2. Limited or Durable: Choose which POA you would like, Limited or Durable.

3. Limited Power of Attorney In Fact: If you choose "limited" POA, let us know what limited powers you're granting to your Attorney In Fact.

A trust is a legal document wherein you place property in trust for the benefit of another. You will name a person called the Trustee and provide him/her with instructions on how to distribute and mangage the trust property.

If you would like a trust, please fill out the following information:

1. Name of Trust: You can name your trust anything you'd like.

2. Name of Beneficiary: You can name as many beneficiaries as you'd like.

3. Name of Trustee: You can name as many trustees as you'd like (NOTE: If you only have one beneficiary and one trustee, they CANNOT be the same person).

4. Property: What property are you placing in trust?

5. Revocable/Irrevocable: A trust can either be revocable or irrevocable. An irrevocable trust, once created, cannot be taken back. So give this some thought before choosing.

6. Instructions for Trustee: How do you want the trustee to manage and distribute the trust property?

7. Miscellaneous: Include any additional information you'd like us to know.