Estate Plan

Start your Estate Plan

Please fill out the following form to start the process in completing your estate plan.   Fill out as much as you can, as all the information is required to complete your estate plan.  All information will be reviewed and you will be contacted by a lawyer.

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Personal Information

Husband
     Full Birth Name:
     Social Security Number:
     How do you sign your name:
Wife
     Full Birth Name:
     Social Security Number:
     How do you sign your name:
Contact Phone Number
Address
     Street:
     City:
     State:
     Zip:
     Country:
     E-mail Address:



Trust Details

Name of Trust: Husband, e.g., John C. Smith Trust
Husband and Wife, e.g., John and Mary Smith Trust

Names of children from oldest:

Birth date:

If you have more than six children the remaining children will be added during the interview process.

First Successor Trustee
     Name:
     Address:
     Phone:
Second Successor Trustee
     Name:
     Address:
     Phone:
First Successor Personal Representative
(Usually the same as First Successor Trustee)
     Name:
Second Successor Personal Representative
(Usually the same as Second Successor Trustee)
     Name:
First Guardian
     Name:
     Address:
     Phone:
Second Guardian
     Name:
     Address:
     Phone:
Custodian
(Usually the same as First Successor Trustee)
     Name:
Age of distribution to children:
(usually 30; may select older or younger age, depending on maturity level)
 
 



Supplemental Questions

     Have you ever been divorced?  
     If yes, is the divorce final?  
     Are there children by your former marriage?  
     Is the value of your estate in excess of $2,000,000?  
     At this time, do you wish to give any particular
          gifts to charities, church, alma mater, etc.?
 
     Do you own real estate?
            (If yes, you will need to mail or
             fax copies, do not send originals.)
 



Note: You will be contacted and all of the information reviewed before preparation of your plan. At that time, you may ask any questions that you (and/or your spouse) may have. If there are to be any additional charges such as additional or a need for a second trust, etc. it will be discussed at that time. You are under no obligation to continue and you will not be charged for the interview.

7109 S. Highland Dr., Ste. 201, SALT LAKE CITY, UT 84121 - PHONE: (801) 438-1222 - FAX: (801) 438-1225