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Estate Plan Questionnaire
The successor trustee is the person(s) who will control the money in your trust/will when you are not available. (Example: Spouse, Parents, Sibling, Friend) If you’re married this is the person you want to control your money after you and your spouse cannot.
The alternate successor trustee is the person(s) who will control the money in your trust/will when your first choice (the successor trustee) is unable or unwilling to serve.
A healthcare personal representative is the person (after your spouse) that you would want to make Healthcare desicions if you were disabled or incapasitated.
TYPE OF MEMORIAL
IS ANY CHILD A MINOR?
CHOOSE ALL THAT APPLY:
Own a Home
Own other Real Estate
Have a Rental Property
Own or have interest in a Business