Estate Planning Confidential Client Data Sheet Form Page 6
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8VII.
KEY PEOPLE IN YOUR ESTATE PLAN:
A.
EXECUTORS OF WILLS:
FIRST: _____ SPOUSE _____ OTHER
______________________________
(NAME)
SECOND:
______________________________
(NAME)
THIRD:
______________________________
(NAME)
B.
TRUSTEES OF REVOCABLE LIVING TRUST OR TESTAMENTARY TRUSTS:
ORIGINAL: ____ SPOUSE(S) ____ OTHER: ______________________________
(NAME)
FIRST BACK-UP:
______________________________
(NAME)
SECOND BACK-UP:
______________________________
(NAME)
THIRD BACK-UP:
______________________________
(NAME)
C.
GUARDIANS FOR MINOR CHILD(REN) (IF ANY):
FIRST:
______________________________
(NAME)
SECOND:
______________________________
(NAME)
THIRD:
______________________________
(NAME)
D.
FINANCIAL POWER OF ATTORNEY:
FIRST: _____ SPOUSE _____OTHER:
______________________________
(NAME)
SECOND:
______________________________
(NAME)
THIRD:
______________________________
(
(NAME)
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