Please describe your estate planning goals in a short statement. What is important to you in this process?
Please list all children by name and birthdate:
Please list any real estate owned and approximate appraised value:
Please list any financial assets, such as savings, retirement, or life insurance accounts. No details yet, just names and general amounts are OK:
Please enter a primary and secondary contact who are candidates to serves as executors/trustees of your estate.
Please enter the names of a primary and secondary person who can help with your medical wishes.
Briefly describe your desires for the disposition of the real estate and financial assets described above: