Answer anything that applies to you.
Since you selected “Married,” tell us a bit about your spouse.
Tell us about the property you own.
Property #1
Property #2
What would you like your trust to be named?
Who would you like to serve as trustees? This is the person that will manage your trust when you're unable to.
Who should receive your personal property?
If a beneficiary passes away before you, who should receive their share?
If yes, list them below.
Who should inherit everything else remaining in your estate?
If all of the beneficiaries listed above pass away before you, who should inherit your estate?
Should beneficiaries be required to be:
If one of your beneficiaries is young, struggling with money, or going through a difficult time, would you like us to hold and protect their inheritance until they're ready?
Who will you appoint as your financial Power of Attorney?
Authority Over:
Who will you appoint as your medical Power of Attorney?
By submitting, you confirm the information above is accurate to the best of your knowledge and that you (or a Wealth Builders team member on your behalf) intend this as the working draft for your Wealth Transfer Planning Session™.
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