Estate Planning And Will Information Form (Page 3 of 7) in pdf

Estate Planning And Will Information Form Page 3

Who should be guardian of your minor children? (A guardian has physical and

legal control over your children until they reach the age of 18)

First Choice:

Name:_________________________________________________________________

Address________________________________________________________________

Relationship:____________________________________________________________

Alternate:

Name:_________________________________________________________________

Address________________________________________________________________

Relationship:____________________________________________________________

Do you wish to have a trust established for the benefit of your spouse and/or

children? _________. If so, please indicate who the trustee(s) should be. (A trustee

manages the assets for your children or other beneficiaries until they reach specified

ages. If you do not establish a trust, children inherit at age 18. In the event you

predecease your children before they attain the age of 18, the courts would govern

any inheritance of your children through a guardianship. Trusts are generally

established if you have minor children.) You may name an individual, bank or trust

company or both.)

First Choice:

Name:_________________________________________________________________

Address________________________________________________________________

Relationship:____________________________________________________________

Alternate:

Name:_________________________________________________________________

Address________________________________________________________________

Relationship:____________________________________________________________

Ages for distribution to children from the trust: (Example: 1/3 @ 21, 1/3 @25 and

1/3 @30)._______________________________________________________________

Estate Planning And Will Information Form Page 3