| About You |
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User Role
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subscriber, attorney
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Status
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ready for consult
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Assigned
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3
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Client ID
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45
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| About You |
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Your Name
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Josef Z Hudak
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Date of Birth
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07/14/1989
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Your Address
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123 Main St.
Anytown, California 92039
United States
Map It
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Your Phone
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(323) 555-1212
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Your Email Address
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jhudak@gmail.com
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Are you married?
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Yes
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| About Your Spouse |
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Spouse's Name
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Jane L Hudak
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Spouse's Date of Birth
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07/25/1988
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| Children of Current Marriage |
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Do you and your spouse have children together?
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Yes
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Children of Current Marriage
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First Name
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Betty
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Last Name
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Hudak
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Birthdate
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02/05/2025
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Minor or Adult
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Minor
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| Your Children from Previous Relationships |
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Do you have children from previous relationships?
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Yes
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Children of Previous Relationships
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First Name
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Jessica
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Last Name
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Smith
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Birthdate
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07/24/2025
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Minor or Adult
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Adult
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First Name
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Bobby
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Last Name
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Smith
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Birthdate
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07/17/2004
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Minor or Adult
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Adult
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| Spouse’s Children from Previous Relationships |
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Does spouse have children from previous relationships?
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Yes
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Children of Spouse's Previous Relationships
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First Name
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Zoey
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Last Name
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Jones
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Birthdate
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07/06/2014
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Minor or Adult
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Minor
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| Additional Heirs (Other than children listed above) |
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Do you wish to designate other heirs (such as relatives, friends, or charities)?
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Yes
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Additional Heirs
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Is this heir an individual or a charity?
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Individual
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Individual Heir Name
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Michael Hudak
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Distribution (%) or Specific Asset to Heir
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%
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Percentage of Estate to Heir
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10
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Is this heir an individual or a charity?
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Charity
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Charity Name
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Boys & Girls Club
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Distribution (%) or Specific Asset to Heir
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%
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Percentage of Estate to Heir
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10
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| Real Estate |
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Do you own real estate?
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Yes
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Real Property Owned
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Real Estate Parcel Address
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123 Main Street Anytown CA 98778
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Parcel Classification
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Primary Residence
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Estimated Value $
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$750,000.00
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| Retirement Accounts |
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Do you have retirement accounts?
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Yes
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Retirement Accounts
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Retirement Account Type
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401k
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Approximate Value $
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$100,000.00
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| Investment Accounts / Liquid Assets |
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Do you have investment accounts?
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Yes
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Investment Accounts
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Investment Account Type (Brokerage, Savings, etc.)
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Brokerage
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Approximate Value $
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$25,000.00
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| Insurance Policies & Annuities |
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Do you have life insurance policies or annuities?
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Yes
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Insurance Policies and Annuities
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Type (Life Insurance, Annuity)
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Life Insurance
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Company
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MetLife
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Approximate Death Benefit or Value $
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$1,000,000.00
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| Your General Durable Power of Attorney |
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Include General Durable Power of Attorney?
|
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Yes
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Primary Financial Agent
|
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Jimmy James
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Successor Financial Agent
|
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Tommy Thomas
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Is this General Durable Power of Attorney Springing?
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Yes
|
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Number of Physicians who Must Verify Incompetence or Incapacity?
|
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2 Physician Affidavits
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| Spouse's General Durable Power of Attorney |
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Include Spouse's General Durable Power of Attorney?
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Yes
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Spouse's Financial Agents
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Jimmy James
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Spouse's Successor Financial Agent
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Tommy Thomas
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Is Spouse's General Durable Power of Attorney Springing?
|
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Yes
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Number of Physicians who Must Verify Incompetence or Incapacity of Spouse?
|
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1 Physician Affidavit
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| Your Healthcare Power of Attorney |
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Include Healthcare Power of Attorney?
|
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Yes
|
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Primary Healthcare Agent
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Jimmy James
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Successor Healthcare Agent
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Tommy Thomas
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Disposition of the Body
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Cremation
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| Spouse's Healthcare Power of Attorney |
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Include Spouse's Healthcare Power of Attorney?
|
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Yes
|
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Spouse's Primary Healthcare Agent
|
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Jimmy James
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Spouse's Successor Healthcare Agent
|
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Tommy Thomas
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Spouse's Disposition of the Body
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Burial
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| Your Living Will / Declaration for Natural Death |
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Would you like to include a Living Will?
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Yes
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Medical Preferences
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No Life-Prolonging Measures
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| Spouse’s Living Will |
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Include Spouse's Living Will?
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Yes
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Medical Preferences
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Artificial Nutrition and Hydration
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| Your Last Will and Testament |
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Would you like to include your Last Will & Testament?
|
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Yes
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Executor Name
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Eddie Edward
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Alternate Executor Name
|
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Jimmy James
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Heirs and Distribution Percentages
|
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| Heir Name |
Relationship |
Percentage % |
| Billy Doe |
Son |
50 |
| John W Doe |
Son |
50 |
|
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Do you have specific distributions or items to list?
|
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Yes
|
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Specific Distributions or Items
|
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Property goes to Billy. Possessions go to John.
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Shall executor sell real estate and distribute proceeds?
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No
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| Spouse's Last Will and Testament |
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Would you like to include spouse's Last Will & Testament?
|
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Yes
|
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Executor Name
|
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Eddie Edward
|
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Alternate Executor Name
|
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Jimmy James
|
| Trusts |
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Would you like to include a Trust?
|
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Yes
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Trust Name
|
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The Hudak Family Trust
|
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Trustee Name
|
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Jimmy James
|
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Successor Trustee Name
|
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Billy Doe
|
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Trust Beneficiaries and Distribution
|
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| Beneficiary Name |
Relationship |
Percentage % |
| Billy Doe |
Son |
50% |
| John Doe |
Son |
50% |
|
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Transfer Real Estate into the Trust?
|
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Yes
|
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Properties to Transfer into Trust
|
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- 123 Main Steet Anytown CA USA
|
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Would you like to include a spouse Trust as well?
|
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Yes
|
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Trustee Name
|
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Jimmy James
|
| Ladybird Deed |
|
Would you like to include a Ladybird Deed?
|
| |
Yes
|
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Ladybird Deed Properties
|
| |
| Property Address |
Beneficiary |
| 123 Main Street Anytown CA USA |
Billy Doe |
|
| Final Review & Submission |
|
Do you have any questions or additional information to provide?
|
| |
Here are my additional notes. Please consider XYZ.
|
