| About You |
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User Role
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administrator, staff, attorney
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Status
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intake in process
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Assigned
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3
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Client ID
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27
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| About You |
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Your Name
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Anthony Thomas
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Date of Birth
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07/01/2024
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Your Address
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456 Elm Dr.
Anytown, California 92393
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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Eliza Thomas
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Spouse's Date of Birth
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07/17/2025
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Client Info Notes
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Notes for page 1
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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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| Your Children from Previous Relationships |
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Do you have children from previous relationships?
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No
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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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No
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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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No
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Children and Heirs Notes
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Notes about Children
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| Real Estate |
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Do you own real estate?
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No
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| Retirement Accounts |
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Do you have retirement accounts?
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No
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| Investment Accounts / Liquid Assets |
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Do you have investment accounts?
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No
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| Insurance Policies & Annuities |
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Do you have life insurance policies or annuities?
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No
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| Your General Durable Power of Attorney |
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Include General Durable Power of Attorney?
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No
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Prepare GDPOA?
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No
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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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No
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Prepare Spouse's GDPOA?
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No
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| Your Healthcare Power of Attorney |
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Include Healthcare Power of Attorney?
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No
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Prepare HCPOA?
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No
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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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No
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Prepare Spouse HCPOA?
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No
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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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No
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Prepare Living Will?
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No
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| Spouse’s Living Will |
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Include Spouse's Living Will?
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No
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Prepare Spouse Living Will?
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No
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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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No
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Prepare Last Will & Testament
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Yes
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Are any Heirs Disabled?
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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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No
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| 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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My Family Trust
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Trustee Name
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Jim Hudak
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Would you like to include a spouse Trust as well?
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No
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Prepare Trust?
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Yes
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Trust Type
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Revocable Living Trust (RLT)
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Are any heirs disabled?
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Yes
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Disabled Heirs Names
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Names here
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Trust Distributions
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- Use Client’s Choices
- Attorney Custom Choices
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Explain Attorney Custom Choices
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Custom Choices
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Residuary Estate Instructions
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My Residuary Estate Instructions
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Sub-Trusts Needed in Main Trust?
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Add Additional Custom Sub-Trusts
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- Add Additional Custom Sub-Trusts
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Additional Custom Sub-Trusts
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My Subtrusts
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| Ladybird Deed |
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Would you like to include a Ladybird Deed?
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Yes
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Include Ladybird Deed?
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Yes
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Attorney Additional Instructions
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Mary Smith is sister.
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