ESSENTIALS PACKAGE PAGE – DATA ENTRY


  • Personal Information

  • YOUR SPOUSE / DOMESTIC PARTNER


  • YOUR DOCUMENTS -------
    WILL

  • The person who will settle your estate, gathering and distributing your assets.

  • The person(s) who would have custody of your children if you and your spouse are deceased or incapacitated.

  • NAMEPERCENTAGE OF ESTATE 
    Who should inherit your property after your death? This will apply to all your property as a whole. If you wish to leave specific items to specific people, you can do this by writing an additional memo, signed and dated, and keeping it in the same file with your signed will.

  • NAMEPERCENTAGE OF ESTATE 
    Who should receive your estate if your primary beneficiary does not (primary beneficiaries do not) survive you? (For example, a typical pattern would be to name your spouse as primary beneficiary and your children as alternate beneficiaries.)
  • HEALTH CARE PROXY


  • The person who would make health care decisions for you if you are unable to make or express your own decisions. You will always be in charge of your own decisions if you are able.
  • POWER OF ATTORNEY


  • The person whom you authorize to conduct personal business on your behalf if you are unable to do so yourself, due to incapacity or inability to be at a particular place or time. You will always be in charge of your own personal business when you are able.
  • SPOUSE’S DOCUMENTS


    WILL

  • The person who will settle your estate, gathering and distributing your assets.

  • The person(s) who would have custody of your children if you and your spouse are deceased or incapacitated.

  • NAMEPERCENTAGE OF ESTATE 
    Who should inherit your property after your death? This will apply to all your property as a whole. If you wish to leave specific items to specific people, you can do this by writing an additional memo, signed and dated, and keeping it in the same file with your signed will.

  • NAMEPERCENTAGE OF ESTATE 
    Who should receive your estate if your primary beneficiary does not (primary beneficiaries do not) survive you? (For example, a typical pattern would be to name your spouse as primary beneficiary and your children as alternate beneficiaries.)
  • HEALTH CARE PROXY


  • The person who would make health care decisions for you if you are unable to make or express your own decisions. You will always be in charge of your own decisions if you are able.
  • POWER OF ATTORNEY


  • The person whom you authorize to conduct personal business on your behalf if you are unable to do so yourself, due to incapacity or inability to be at a particular place or time. You will always be in charge of your own personal business when you are able.

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