JOINT - WILLS - TRUSTS

CONFIDENTIAL INFORMATION

Date of 1st Consultation: Signing Date:

Client will keep COPY of Will Client will keep ORIGINAL of Will

Husband's First Name

Middle Name

Last Name

Wife's First Name

Middle Name

Last Name

Address

County

Home Phone #

Mr. Cell Phone #

Mrs. Cell Phone #

E-mail Address

Husband's SS #

Wife's SS #

Names of Children and Marital Status:

Name S M

Address

Phone #

Successor Trustee

2nd Successor Trustee

Personal Representative After Spouse

Husband Wife

Successor Personal Representative After Spouse

Husband Wife

Durable Power of Attorney

Husband Wife

Successor Durable Power of Attorney

Husband Wife

Health Care Surrogate/Living Will for Husband After Wife

Name Relationship:

Address

Phone #

Successor Health Care Surrogate/Living Will for Husband After Wife

Name Relationship:

Address

Phone #

Health Care Surrogate/Living Will for Wife After Husband

Name Relationship:

Address

Phone #

Successor Health Care Surrogate/Living Will for Wife After Husband

Name Relationship:

Address

Phone #

If Minor Children - Legal Guardian

Successor Guardian

Birthday - Husband Wife

DISTRIBUTION Upon 2nd Death:

Notes:

Referred By: