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Roger Jones

About You
User Role
  subscriber
Status
  ready for consult
Assigned
  3
Client ID
  47
Project ID
  1225
About You
Your Name
  Roger Xavier Jones
Date of Birth
  07/01/1975
Your Address
  123 Main Street
Corona, California 92883
United States
Map It
Your Phone
  (714) 555-1212
Your Email Address
  jhudak+roger@gmail.com
Are you married?
  Yes
About Your Spouse
Spouse's Name
  Alice Anne Jones
Spouse's Date of Birth
  08/02/1980
Children of Current Marriage
Do you and your spouse have children together?
  Yes
Children of Current Marriage
 
First Name
  Bobby
Last Name
  Jones
Birthdate
  08/06/2016
Minor or Adult
  Minor
First Name
  Sally
Last Name
  Jones
Birthdate
  08/05/2023
Minor or Adult
  Minor
Your Children from Previous Relationships
Do you have children from previous relationships?
  Yes
Children of Previous Relationships
 
First Name
  Killian
Last Name
  Jones
Birthdate
  08/07/2011
Minor or Adult
  Minor
Spouse’s Children from Previous Relationships
Does spouse have children from previous relationships?
  Yes
Children of Spouse's Previous Relationships
 
First Name
  Marcy
Last Name
  Thomas
Birthdate
  08/23/2014
Minor or Adult
  Minor
Additional Heirs (Other than children listed above)
Do you wish to designate other heirs (such as relatives, friends, or charities)?
  Yes
Additional Heirs
 
Is this heir an individual or a charity?
  Individual
Individual Heir Name
  Michael Jones
Distribution (%) or Specific Asset to Heir
  Specific Asset
Describe/Name Specific Asset to Heir
  All owned property
Real Estate
Do you own real estate?
  Yes
Real Property Owned
 
Real Estate Parcel Address
  123 Main Street, My Town CA 90909
Parcel Classification
  Primary Residence
Estimated Value $
  $750,000.00
Retirement Accounts
Do you have retirement accounts?
  Yes
Retirement Accounts
 
Retirement Account Type
  401k
Approximate Value $
  $400,000.00
Retirement Account Type
  IRA
Approximate Value $
  $200,000.00
Investment Accounts / Liquid Assets
Do you have investment accounts?
  Yes
Investment Accounts
 
Investment Account Type (Brokerage, Savings, etc.)
  Brokerage
Approximate Value $
  $25,000.00
Investment Account Type (Brokerage, Savings, etc.)
  Money Market
Approximate Value $
  $15,000.00
Investment Account Type (Brokerage, Savings, etc.)
  Savings
Approximate Value $
  $85,000.00
Insurance Policies & Annuities
Do you have life insurance policies or annuities?
  Yes
Insurance Policies and Annuities
 
Type (Life Insurance, Annuity)
  Life Insurance
Company
  MetLife
Approximate Death Benefit or Value $
  $1,000,000.00
Your General Durable Power of Attorney
Include General Durable Power of Attorney?
  Yes
Primary Financial Agent
  Bob Gunderson
Successor Financial Agent
  Tiffany Gunderson
Successor Financial Agent 2
  Steven Sexton
Is this General Durable Power of Attorney Springing?
  Yes
Number of Physicians who Must Verify Incompetence or Incapacity?
  2 Physician Affidavits
Spouse's General Durable Power of Attorney
Include Spouse's General Durable Power of Attorney?
  Yes
Spouse's Financial Agents
  Bob Gunderson
Spouse's Successor Financial Agent
  Tiffany Gunderson
Spouse's Successor Financial Agent 2
  Steven Sexton
Is Spouse's General Durable Power of Attorney Springing?
  Yes
Number of Physicians who Must Verify Incompetence or Incapacity of Spouse?
  1 Physician Affidavit
Your Healthcare Power of Attorney
Include Healthcare Power of Attorney?
  Yes
Primary Healthcare Agent
  Steve Gunderson
Successor Healthcare Agent
  Alice Gunderson
Disposition of the Body
  Cremation
Spouse's Healthcare Power of Attorney
Include Spouse's Healthcare Power of Attorney?
  Yes
Spouse's Primary Healthcare Agent
  Steve Gunderson
Spouse's Successor Healthcare Agent
  Alice Gunderson
Spouse's Disposition of the Body
  Burial
Your Living Will / Declaration for Natural Death
Would you like to include a Living Will?
  Yes
Medical Preferences
  No Life-Prolonging Measures
Spouse’s Living Will
Include Spouse's Living Will?
  Yes
Medical Preferences
  No Life-Prolonging Measures
Your Last Will and Testament
Would you like to include your Last Will & Testament?
  Yes
Executor Name
  Henry Burns
Alternate Executor Name
  Daniel Diaz
Heirs and Distribution Percentages
 
Heir Name Relationship Percentage %
Timmy James Son 50%
Sally James Daughter 50%
Do you have specific distributions or items to list?
  Yes
Specific Distributions or Items
  Timmy gets the baseball cards. Sally gets the coins.
Shall executor sell real estate and distribute proceeds?
  Yes
Spouse's Last Will and Testament
Would you like to include spouse's Last Will & Testament?
  Yes
Executor Name
  Henry Burns
Alternate Executor Name
  Daniel Diaz
Trusts
Would you like to include a Trust?
  Yes
Trust Name
  The Jones Family Trust
Trustee Name
  Timmy Jones
Successor Trustee Name
  Sally Jones
Trust Beneficiaries and Distribution
 
Beneficiary Name Relationship Percentage %
Timmy Jones Son 50
Sally Jones Daughter 50
Transfer Real Estate into the Trust?
  Yes
Properties to Transfer into Trust
 
  • 123 Main Street Corona CA 90909
Would you like to include a spouse Trust as well?
  Yes
Trustee Name
  Timmy Jones
Ladybird Deed
Would you like to include a Ladybird Deed?
  Yes
Ladybird Deed Properties
 
Property Address Beneficiary
123 Main Street Corona CA 90909 Timmy Jones
Final Review & Submission
Do you have any questions or additional information to provide?
  Here is some additional information.