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Contact Information
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Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Date of Birth: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Spouse's Full Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone Number: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Date of Birth: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Home Address: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Children
Child {binding ItemNumber}
Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Birth Date: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Also Child of Spouse? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Spouse's Children
Child {binding ItemNumber}
Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Birth Date: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Current Estate Documents
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Where Were Your Documents Signed? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Most Recent Update to Your Documents: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Where Were The Documents Signed? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Most Recent Update to The Documents: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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New Estate Documents
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Living Trust
Desired Trust Name: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:
Person to Disinherit {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution of Trust Estate
Specific Distributions
Gift {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Remaining Trust Assets To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Equally to Children With Strings Attached {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Asset Protection Trust
Desired Trust Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Successor Trustee (to serve after you and your spouse): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Name of Alternate Successor Trustee (to serve if your first choice is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution Trustee: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Please List Who is To Be Excluded From Your Trust:
Person to Disinherit {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Distribution of Trust Estate
Specific Distributions
Gift {binding ItemNumber}
Full Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Even If Spouse Is Living? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Remaining Trust Assets To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Equally to Children With Strings Attached {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Remaining Trust Estate To Be Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Last Will and Testament
When you have a Living Trust, your Will is called a "Pour-Over Will" and simply provides that your entire estate is to be transferred to your Trust upon your passing. The gifting of your assets is found in your Trust and your Will is merely a backup when it comes to the transfer of assets.
Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Guardian of Your Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would You Like Your Estate Divided and Distributed Upon Your Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Executor: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Guardian of Your Spouse's Minor Child(ren): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Guardian: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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How Would Your Spouse Like His/Her Estate Divided and Distributed Upon His/Her Passing? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney
Who Would You Like to Name As Your Financial Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Power of Attorney (For Spouse)
Who Would You Like to Name As Your Financial Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney
Who Would You Like to Name As Your Health Care Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event your Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Health Care Power of Attorney (For Spouse)
Who Would Your Spouse Like to Name As His/Her Health Care Power of Attorney (Primary Agent)? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Primary Health Care Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Alternate Agent (in the event the Primary Agent is unable or unwilling to serve): {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Address for Alternate Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Transfer Deed to Trust
Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Homestead
Address of Property {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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CONSULTANTS
Accountant {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Financial Advisor {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Insurance Agent {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Phone {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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ESTIMATED NET WORTH: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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