Residential address Marital status Select Single Married Widowed Divorced Domestic partnership If married, name of spouse

Any children? Full legal names, addresses, phone numbers, and emails Do you wish to be buried or cremated? Have you made any arrangements, and if so what? Do you own the house in which you live? Do you own this property with one or more other people? If so please list their name(s).

Assets are often given in percentages. Sometimes people also leave a sum of money to specific individuals.

Specific gifts — full legal names, addresses, phone numbers, emails, and amounts After these specific gifts, how do you want to give the rest of your estate? Who should receive your assets if one or more of those people die before you?

Name a primary and at least one alternate. These people need to be either a relative or a Florida resident. Provide full legal name, address, telephone, and email. It is helpful if this person is somewhat younger than you.

Primary personal representative Alternate personal representative(s)

Do you want this same person to also manage your affairs and medical decisions if you are incompetent? Select Yes No

If not, list a primary and at least one alternate. These people do NOT need to be a relative or Florida resident.

Primary decision-maker (if different) Alternate decision-maker(s)

Real estate in Florida — addresses, values, encumbrances Real estate in other states — addresses, values, encumbrances Do you own any time shares? Investment, retirement, brokerage, money market, or similar accounts — institutions and approximate values Financial advisor(s) — address, phone, email Business interests or other significant assets

What are your estate planning goals? Do you have a Will, Trust or other estate planning documents? If so, please list the documents you have. Questions you would like to discuss