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Josef Hudak

About You
User Role
  subscriber, attorney
Status
  ready for consult
Assigned
  3
Client ID
  45
About You
Your Name
  Josef Z Hudak
Date of Birth
  07/14/1989
Your Address
  123 Main St.
Anytown, California 92039
United States
Map It
Your Phone
  (323) 555-1212
Your Email Address
  jhudak@gmail.com
Are you married?
  Yes
About Your Spouse
Spouse's Name
  Jane L Hudak
Spouse's Date of Birth
  07/25/1988
Children of Current Marriage
Do you and your spouse have children together?
  Yes
Children of Current Marriage
 
First Name
  Betty
Last Name
  Hudak
Birthdate
  02/05/2025
Minor or Adult
  Minor
Your Children from Previous Relationships
Do you have children from previous relationships?
  Yes
Children of Previous Relationships
 
First Name
  Jessica
Last Name
  Smith
Birthdate
  07/24/2025
Minor or Adult
  Adult
First Name
  Bobby
Last Name
  Smith
Birthdate
  07/17/2004
Minor or Adult
  Adult
Spouse’s Children from Previous Relationships
Does spouse have children from previous relationships?
  Yes
Children of Spouse's Previous Relationships
 
First Name
  Zoey
Last Name
  Jones
Birthdate
  07/06/2014
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 Hudak
Distribution (%) or Specific Asset to Heir
  %
Percentage of Estate to Heir
  10
Is this heir an individual or a charity?
  Charity
Charity Name
  Boys & Girls Club
Distribution (%) or Specific Asset to Heir
  %
Percentage of Estate to Heir
  10
Real Estate
Do you own real estate?
  Yes
Real Property Owned
 
Real Estate Parcel Address
  123 Main Street Anytown CA 98778
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 $
  $100,000.00
Investment Accounts / Liquid Assets
Do you have investment accounts?
  Yes
Investment Accounts
 
Investment Account Type (Brokerage, Savings, etc.)
  Brokerage
Approximate Value $
  $25,000.00
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
  Jimmy James
Successor Financial Agent
  Tommy Thomas
Is this General Durable Power of Attorney Springing?
  Yes
Number of Physicians who Must Verify Incompetence or Incapacity?
  2 Physicians
Spouse's General Durable Power of Attorney
Include Spouse's General Durable Power of Attorney?
  Yes
Spouse's Primary Financial Agent
  Jimmy James
Spouse's Successor Financial Agent
  Tommy Thomas
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
  Jimmy James
Successor Healthcare Agent
  Tommy Thomas
Disposition of the Body
  Cremation
Spouse's Healthcare Power of Attorney
Include Spouse's Healthcare Power of Attorney?
  Yes
Spouse's Primary Healthcare Agent
  Jimmy James
Spouse's Successor Healthcare Agent
  Tommy Thomas
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
  Artificial Nutrition and Hydration
Your Last Will and Testament
Would you like to include your Last Will & Testament?
  Yes
Executor Name
  Eddie Edward
Alternate Executor Name
  Jimmy James
Heirs and Distribution Percentages
 
Heir Name Relationship Percentage %
Billy Doe Son 50
John W Doe Son 50
Do you have specific distributions or items to list?
  Yes
Specific Distributions or Items
  Property goes to Billy. Possessions go to John.
Shall executor sell real estate and distribute proceeds?
  No
Spouse's Last Will and Testament
Would you like to include spouse's Last Will & Testament?
  Yes
Executor Name
  Eddie Edward
Alternate Executor Name
  Jimmy James
Trusts
Would you like to include a Trust?
  Yes
Trust Name
  The Hudak Family Trust
Trustee Name
  Jimmy James
Successor Trustee Name
  Billy Doe
Trust Beneficiaries and Distribution
 
Beneficiary Name Relationship Percentage %
Billy Doe Son 50%
John Doe Son 50%
Transfer Real Estate into the Trust?
  Yes
Properties to Transfer into Trust
 
  • 123 Main Steet Anytown CA USA
Would you like to include a spouse Trust as well?
  Yes
Trustee Name
  Jimmy James
Ladybird Deed
Would you like to include a Ladybird Deed?
  Yes
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.