Please enable JavaScript in your browser to complete this form.

TRUST WORKSHEET – COUPLE

TRUST WORKSHEET

Children of this marriage:
Date of Birth
Age
1. Does any of your beneficiaries have a learning disability, special educational, medical or physical needs?
2. Do you have any relatives (other than children) who depends on you for all or part of their support?
3. Do you wish to disinherit any of your children, grandchildren or any other close relative?
4. Do you want the assets passing to your beneficiaries (e.g. your children) to be held in trust until a specific age or ages?
5. If a named beneficiary (e.g. your child) dies before you, do you want the assets to go to that beneficiary’s children (e.g. your grandchildren)?
6. Do you have an existing Will or Trust?
7. Do you have an existing General Power of Attorney?
8. Do you currently hold any assets in Joint Tenancy with another person other than your spouse?

Trustee: List full name of the individual(s) who you want to be the decision maker concerning your estate after your death:

Guardian: List name of the person(s) other than your spouse/partner who you want to raise your minor child(ren) under 18 (if applicable):

Agent for Health Care Directive: List name of the person(s) other than your spouse/partner who you want to make health/medical decision on your behalf when you become incompetent:

Husband/1st Partner

Wife/2nd Partner

Power of Attorney: List name of the person(s) other than your spouse/partner who you want to make all other decisions, except healthcare, on your behalf when you become incompetent

Husband/1st Partner

Wife/2nd Partner

LIST OF ASSETS

 

~ VALUE

 

1. REAL PROPERTY

2.  BANK ACCOUNTS – List name of bank, type of account & last 4 of account number

3.  SAFE DEPOSIT BOX

4.  RETIREMENT ACCOUNTS – List name of account holder, name of financial       institution, type of account and account number

5.  LIFE INSURANCE POLICIES – List name of account holder, financial institution & policy number

 6.  STOCKS/MUTUAL FUND – List name of account holder, financial institution & policy number

7.  OTHER

 

END-OF-LIFE DECISIONS

Initial the statement which best states your desires:

 

 

HUSBAND/1ST PARTNER:

(c) Organ Donation: Would you like to donate your organs or part of your body?

WIFE/2ND PARTNER:

(c) Organ Donation: Would you like to donate your organs or part of your body? (sao chép)

BURIAL WISHES

HUSBAND/1ST PARTNER:
At my death, I wish to be:

WIFE/2ND PARTNER:

 

At my death, I wish to be:

WAIVER OF POTENTIAL CONFLICT OF INTEREST

We have each read the foregoing material and understand that there are potential conflicts of interest between myself and my spouse in the matters about which we are consulting you. If either of us desire to have separate counsel or desire you not to be involved at all, that spouse shall notify you. We each hereby consent to having you represent both of us in the drafting of our estate planning documents and we each hereby waive any potential or actual conflicts of interest. We understand that since you will be representing both of us on the same matter, as between ourselves and you, there are no confidential communications.

Attorney’s Meeting Notes:

CLIENT’S TO-DO LIST