Please indicate how your name should read and any middle initial. This is how it will look in the trust/will
Sorry, I know this is duplicative, but there's a reason!
Please indicate who inherits your assets
All trusts must end, please indicate when yours should be distributed
Your spouse is first to make health care decisions. This is the person after your spouse. You can list more than one to act on the order named. Only 1 can act at a time.
Please indicate amount of policy and who is owner
Please indicate approximate valaue and who is account owner
Indicate whether real estate is joint and approximate value
This is optional. Please indicate the names of anyone you want to leave $ to and the amount