Estate Planning – Intake Form | Brent Kelly Law, LLC

Step 1 of 4

Preliminary Information
Full Legal Name
Date of Birth
Mailing Address
Physical Address
Street Address Address Line 2 City State ZIP Code
Home Phone Number
Cell Phone Number
Work Phone Number
Email
Spouse’s Legal Name
Legal name of your biological children
Legal name of your spouse’s biological children
Date of Marriage
Referral source, if applicable

Last Will and Testament
Last Will and Testament
The purpose of a will is to provide for the distribution of assets pursuant to the desires of the testator (you), to set forth individuals to care for minor children, and to appoint an individual to effectively carry out your will. To begin drafting this document, please provide the below information.

1. Personal Representative. The will should name a personal representative to help manage the probate of the estate. (Personal representative is also sometimes referred to as an executor or administrator). This person is responsible for handling the funeral and burial, winding down the financial affairs of a decedent, and transitioning assets to your designated beneficiaries. Generally, a person names their spouse as the Personal Representative. To assist us, please name three personal representatives in the order in which you want them to serve:
Personal Representative
Husband's selections (up to 3)
Wife's selections (up to 3)
Guardian
2. Guardian. If you have minor children, it will be necessary to appoint an individual to serve as a guardian. The guardian is responsible for the primary care of your minor child in the event you die before they become an adult. We recommend that you list your top three choices.
Husband's selections (up to 3)
Wife's selections (up to 3)
Trustee
3. Trustee. You may need a trustee to manage assets for beneficiaries until they reach the age where you believe they would be capable of managing assets on their own. A trustee can keep the beneficiary’s money invested wisely and use it for their education, support, and general well-being, until they reach the age specified for outright distribution of assets to them set forth in the trust. The trustee can be a relative, friend, trust company, or other person or institution you trust to manage and distribute assets according to your wishes. The testamentary trustee can be the same person named as the guardian, or could be a different person or institution. We encourage our clients to name separate Guardians and Trustees. We would anticipate creating a trust inside your will, so that you do not have to deal with a trust administration that you may never need. The trust only becomes effective for your minor children upon your death..
Husband's selections (up to 3)
Wife's selections (up to 3)
Plan of Distribution
4. Plan of Distribution. You will need to set forth your plan of distribution, that is, who do you want to transfer your assets to. Please briefly describe who you would like to transfer your assets to:

Financial Power of Attorney
FINANCIAL POWER OF ATTORNEY:
In the event that you become incapacitated, and are unable to manage your financial affairs, you will want to have an individual appointed to serve as your power of attorney to pay bills, liquidate assets (if need be), collect debts, and take other financial actions that are deemed appropriate and in your best interests. Most married couples name their spouse, then a parent or other close friend or relative.

A power of attorney terminates upon death and is no longer valid.

We request that you name three selections, so you have ample alternates.
Husband's selections (up to 3)
Wife's selections (up to 3)

Healthcare Power of Attorney
HEALTHCARE POWER OF ATTORNEY:
In the event that you become incapacitated, and are unable to make healthcare decisions, you will want to have an individual appointed to serve as your power of attorney to make important medical decisions.

We request that you name your top three choices.
Husband's selections (up to 3)
Wife's selections (up to 3)
THANK YOU for taking the time to provide this important information to our firm. We will be in touch soon. So as to expedite the client engagement and estate planning process, please provide any other comments in the space below:
Email
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