Estate Planning Worksheet

Now we are choosing people who you trust to assist you and/or your family if you are incapacitated or die. Give some thought and go for your gut feeling. We will discuss your selections during the design process. You will have the opportunity to change your choices. If a person is serving in multiple roles, you only need to list their address, phone number, and email one time.

Pick up to 3 people who you trust and are generally organized/responsible.

Pick up to 3 people you'd like to serve as guardian (after the surviving parent) If a person is serving in multiple roles, you only need to list their address, phone number, and email one time. These are the people who will be the physical guardian of your children. They will legally be your child’s guardian and caretaker. Note, if you are creating a trust, the guardian does not control the money you leave to your children; the successor Trustee does.

Pick up to 3 people you'd like to serve as temporary guardian (in addition to the permanent guardians) These are the people who would be temporary guardians of your children, in an emergency, until the long-term guardians named above arrive. This is to prevent your children being taken into foster care.

Pick up to 3 agents (people). If you were alive, but unable to make decisions for yourself, who would you want to make legal and financial decisions for you? If a person is serving in multiple roles, you only need to list their address, phone number, and email one time.

Pick up to 3 agents (people). If you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your medical treatment? If a person is serving in multiple roles, you only need to list their address, phone number, and email one time.

Use best guess; this can be a "ballpark" estimate

(do not include accidental death policies)