Fillable Supplemental Estate Planning Intake Form Single Person (Page 2 of 4) in pdf

Supplemental Estate Planning Intake Form Single Person Page 2

Download a blank fillable Supplemental Estate Planning Intake Form Single Person in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Supplemental Estate Planning Intake Form Single Person with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

4. Which areas do you intend to authorize your agent and any successor agent to act for

you under the power of attorney:

Real Property

Tangible Personal Property

Stocks and Bonds

Commodities and Options

Banks and Other Financial Institutions

Operation of Entity or Business

Insurance and Annuities

Estates, Trusts, and Other Beneficial Interests

Claims and Litigation

Personal and Family Maintenance

Benefits from Governmental Programs or Civil or Military Service

Retirement Plans

Taxes

All Preceding Subjects

Health Care Power of Attorney

1. Do you intend for the Health Care Power of Attorney to expire on a certain date or

after the occurrence of a specific event?

Yes

If yes, please provide additional information:

__________________________________________________________________

Living Will

1. Do you intend for this declaration to apply when you are in a terminal condition, in a

permanently unconscious state, or both?

Terminal Condition Only

Permanently Unconscious State Only

Both

Supplemental Estate Planning Intake Form – Single Person – Version 14.1

Page 2 of 4

Supplemental Estate Planning Intake Form Single Person Page 2

Related Articles

Related forms

Related Categories