CONFIDENTIAL LEGAL WORKSHEETFinancial Dominance

TODAY IS YOUR OPPORTUNITY TO BUILD THE TOMORROW YOU WANT

FILL OUT FORM COMPLETELY

Instructions:

Please set aside time to fill out this worksheet. It can take anywhere from 30 minutes to 3 hours, depending on how much information you have to enter. Thank You for working with us to prepare your Estate Plan. Please completed the Estate Plan Worksheet to the best of your ability so our staff can draft your Estate Plan documents quickly and efficiently.

Email: m.leonard@brightbeginningsfinancial.comOffice Phone: 213-526-4003

Trust Name (The Living Trust) *

Official title that will appear on your trust deeds and legal certificates.

EP Form

Client Information-Strictly Confidential

Client #1

Personal details for Spouse / Partner #1 (Primary Grantor / Trustee)

First Name *

Middle Name

Last Name *

Any Previous Aliases.

Phone Number *

Email *

Birthday

Gender

U.S. Citizenship

Spouse/Partner #2

Client #2

Personal details for Spouse / Partner #2 (Co-Grantor / Co-Trustee)

First Name *

Middle Name

Last Name *

Any Previous Aliases.

Phone Number

Birthday

Gender

U.S. Citizenship

Are you and your Spouse Partner Legally Married?

Address

Residence

Primary physical residence to determine jurisdiction, probate venue, and homestead provisions.

Street Address *

Apartment/Suite Number

City *

State *

County

Is this your primary residence?

Do you own your primary residence?

Home Phone Number

Children of Marriage

Children

All children of both spouses must be listed, including children who are disinherited. If additional space is needed, please use the Final Supplementary Page

We DO NOT have any children of this marriage/ life partnership(If you checked this box, skip this section)

Child #1

Full Name

Middle Initial

Birthday

Gender

Child #2

Full Name

Middle Initial

Birthday

Gender

Child #3

Full Name

Middle Initial

Birthday

Gender

Child #4

Full Name

Middle Initial

Birthday

Gender

Child #5

Full Name

Middle Initial

Birthday

Gender

Child #6

Full Name

Middle Initial

Birthday

Gender

Children of Prior Marriage/Other Beneficiaries

Prior & Other Heirs

We DO NOT have any children from prior marriages /relationships.(If you checked this box, skip this section)

Beneficiary #1

Full Name

Birthday

Relationship

Who are they related to?

Gender

Beneficiary #2

Full Name

Birthday

Relationship

Who are they related to?

Gender

Beneficiary #3

Full Name

Birthday

Relationship

Who are they related to?

Gender

Beneficiary #4

Full Name

Birthday

Relationship

Who are they related to?

Gender

Beneficiary #5

Full Name

Birthday

Relationship

Who are they related to?

Gender

Beneficiary #6

Full Name

Birthday

Relationship

Who are they related to?

Gender

Do you have any deceased children?

Do you have any adopted children?

Prior Marriages

Marital History

Prior marital contracts affect title, dissolution orders, and statutory inheritance rights.

Spouse/Partner #1

Do you have any prior marriages? Please select one:

Spouse/Partner #2

Did you have any prior marriages? Please select one:

Miscellaneous Information

Key Factors

Crucial circumstances affecting distribution schedules, special needs planning, and family dynamics.

Do any of your beneficiaries have a learning disability, special educational, medical or physical needs?

Do you have any relatives (other than children) who depend on you for all or part of their support?

Do you think any of your beneficiaries have special problems with spouses, drugs, alcohol or handling money?

Do you wish to disinherit any of your children, grandchildren or any other close relative?

Do you have an existing Marital Property Agreement?

Do either of you expect to inherit substantial assets ($100,000 +)?

Do you wish to make anatomical bequests (organ donor)?

Do you have existing wills?

Do you have any existing trusts?

Have you ever filed a Federal Gift Tax Return?

Does either spouse own Separate Property from one another?

Do you have any specific concerns (not already mentioned) regarding your estate?

Current Assets

Asset Inventory

Please answer Y/N for each asset type below in your possession. If you answer YES, please provide more information

Bank Accounts / Safe Deposit Box

Retirement Accounts

Real Property

Business Entities

Stocks and Bonds

Insurances / Annuities

Specific Distributions

Specific Gifts

Direct specific businesses, assets, or funds to specific beneficiaries prior to residual division.

If you have a business, do you wish to gift your business to a specific beneficiary?

Would you like your beneficiaries to have a delayed distribution?

Is there a specific debt owed to you that you wish to forgive?

Do you want to setup a Special Needs Trust for a beneficiary?

A special needs trust provides access to funding to someone who is physically or mentally disabled or chronically ill. This trust allows for the additional financial support of an individual without potentially jeopardizing the benefits provided by public assistance programs. *

Residual Distributions

Residual Estate

In general, how would you like the remaining assets of your estate to be distributed among your beneficiaries after BOTH spouses/ partners pass away? NOTE: Any unspecified assets, typically split into percentages between chosen beneficiaries.

Residual Distribution Instructions

If a beneficiary passes before you at the time of distribution, would you like their share to pass to their children, if any (Per Stirpes) or to the remaining beneficiaries (Per Capita)?

Per Stirpes: Deceased beneficiary's share goes to their children in equal shares. If no children exist, the share will then be distributed to the remaining beneficiaries.

Per Capita: Deceased beneficiary's share is distributed to the remaining beneficiaries.

If ALL beneficiaries were to die at the same time, who would you like to list as a contingent beneficiary?

(individual, church, school, organization)

Trust & Will Information

Successor Trustees

Each of you will automatically be listed in the trust as the first successor trustee and first successor medical agent for your spouse partner. Please list who you would like to act, should you both pass away or become incapacitated.

*Individuals MUST be a legal adult (At least 18 years old)

Who would you like to administer your estate after deaths? The successor trustee assumes control if the original trustee(s) pass away or become unable to continue with his or her (their) responsibilities. Once the successor trustee has assumed control, he or she is responsible to ensure that your property is distributed to your beneficiaries according to the trust terms.

First Successor Trustee

Full Name

Relationship

Second Successor Trustee

Full Name

Relationship

Third Successor Trustee

Full Name

Relationship

Only choose one option

I would like my Successor Trustees to act in succession, in the order provided.

I would like my Successor Trustees to act together as Co-Trustees.

Do you want to pay your Successor Trustee(s) a "reasonable fee"?

Who would you like to help administer Medical Decisions if you become incapacitated?

Healthcare Proxy

Successor Agent: The person you choose in advance to make health care related decisions on your behalf in the event that you become unable to do so. They may also follow through with your predetermined wishes. Your spouse/partner (if applicable) is generally your first Medical Agent.

Will you be using the same Successor Agent(s) for both of you? IF NOT, then please list the full names and relationships to the individual for each spouse partner

Spouse/Partner #1

Do you want the Medical Power of Attorney to be effective only upon the event you become incapacitated?

First Successor Agent:

Full Name

Relationship

Second Successor Agent:

Full Name

Relationship

Third Agent Successor

Full Name

Relationship

Guardians

Guardianship

A legal guardian is a person who has the legal authority to care for the personal and property interests of another person. In most cases, minor children. Your spouse/partner if applicable is generally the first Successor Guardian.

*Any individual listed must be a legal adult (at least 18 years old).

Is a guardian needed? (Please select one)

Burial Wishes

Final Rites

Specific instructions for cremation, burial, memorial arrangements, or final disposition.

Spouse/Partner #1

At your death do you wish to be Cremated or Buried? (Please select one)

Do you have any specific funeral arrangements?

Spouse/Partner #2

At your death do you wish to be Cremated or Buried? (Please select one)

Do you have any specific funeral arrangements?

Additional Beneficiaries, Concerns, and Wishes

Notes

Please list any additional beneficiaries, concerns, and/or wishes not covered in this form

Additional Beneficiaries, Concerns, and Wishes

WAIVER OF POTENTIAL CONFLICT OF INTEREST

Legal Waiver

Mandatory legal acknowledgment for dual representation in joint estate planning.

We have each read the foregoing material and understand that there are potential conflicts of interest between myself and my spouse in the matters about which we are consulting you. If either of us desire to have separate counsel or desire you not to be involved at all, that spouse shall notify you.

We each hereby consent to having you represent both of us in the drafting of our estate planning document and we each hereby waive any potential or actual conflicts of interest. We understand that since you will be representing both of us on the same matter, as between ourselves and you, there are no confidential communications.

Dated This Day: *

We have read and understand the information regarding the Waiver of Potential Conflict of Interest *

Online Signature: Spouse/Partner #1 *

(Please type your name below or draw signature)

Sign with finger or mouse here

Online Signature: Spouse/Partner #2 *

(Please type your name below or draw signature)

Sign with finger or mouse here

Ready to submit your Estate Plan Worksheet?

Ensure all required fields marked with an asterisk (*) and digital signatures are completed.

Frequently Asked Questions & Important Guidance

Key legal and practical information regarding your estate plan, wills, and succession.

If you die without a will, which is a vital part of an estate plan, the courts will decide who gets your assets. Without direction, the process of probating your estate can take years, and the costs can eat up much of the estate. The strain on your heirs is immense, and can become ugly, and the state also becomes a contender for these assets. And the assets are not available to pay for funeral and other subsequent costs of settling your estate. An estate plan should be considered as a necessity, not an option.

An estate plan is vital to arrangements if you have young minor children. It will designate who will become the legal guardian for your children, and how your assets will be provided to them as they grow up and become adults. Without this direction, courts who know nothing about your children will make these decisions, including who will raise your children. No one thinks about dying young, but if both parents pass away while your children are under 18, an estate plan is the best legacy that you can pass on to them.