Client: Anthony Thomas
Client Information
Ready for ConsultConsult Notes
This panel will show all notes and directives from the consult process.
| Field | Answer |
|---|---|
| Client Info Notes | Notes for page 1 |
| Children and Heirs Notes | Notes about Children |
| Asset Notes | |
| Prepare GDPOA? | No |
| Prepare Spouse's GDPOA? | No |
| Prepare HCPOA? | No |
| Prepare Spouse HCPOA? | No |
| Prepare Living Will? | No |
| Prepare Spouse Living Will? | No |
| Prepare Last Will & Testament | Yes |
| Are any Heirs Disabled? | No |
| Specific Distributions | |
| Residuary Estate | |
| Sub-Trusts Needed? | |
| Prepare Trust? | Yes |
| Trust Type | Revocable Living Trust (RLT) |
| Are any heirs disabled? | Yes |
| Disabled Heirs Names | Names here |
| Trust Distributions | Use Client’s Choices, Attorney Custom Choices |
| Explain Attorney Custom Choices | Custom Choices |
| Residuary Estate Instructions | My Residuary Estate Instructions |
| Sub-Trusts Needed in Main Trust? | IRA Conduit, Yes, Underage |
| Add Additional Custom Sub-Trusts | Add Additional Custom Sub-Trusts |
| Additional Custom Sub-Trusts | My Subtrusts |
| Include Ladybird Deed? | Yes |
| Attorney Additional Instructions | Mary Smith is sister. |
| Final Review Completed & Documents Ready for Drafting? | |
| Final Notes or Special Instructions |
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Pending Documents
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