152 3rd AVE S., Suite 101
Edmonds, WA. 98020
Note: If you have previously executed any of these documents, please bring them with you to your appointment.
We will discuss the sections regarding Personal Representatives, Guardians, and Trustees in our meeting with you. Please list your tentative choices below.
(Carries out the terms of your will)
(Administers any Trust established in your will)
(Cares for children under the age of 18, if both parents are deceased)
(Handles your financial affairs, immediately or upon incapacity, as designated in the document)
(Makes health care decisions on your behalf if you are unable to do so)
The following information about your property or properties, including the value and form of ownership will allow us to properly advise you regarding the estate planning options and tax planning strategies appropriate for you. Please fill in the information below in the categories that apply to you, as much as you can.
(NOTE: Indicating joint ownership presumes that the property passes to the joint owner by right of survivorship; please specify if your property is jointly owned but does not pass to the joint owner at death.)
Do you wish to make any specific bequest in your Will? If yes, please fill in the information below; if no, please skip the rest of this section.
Other (for example – “wedding ring” or “all of my art work”)
Who would you like to inherit the remainder of your estate when you die?
If the person(s) that you named above has predeceased you or the charity you chose is no
longer in existence, who would you like to inherit the remainder of your estate when you pass