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Financial Dominance - Today is your opportunity to build the tomorrow you want
Estate Form — Individual Client Worksheet

FINANCIAL DOMINANCE

Today Is Your Opportunity To Build The Tomorrow You Want

Confidential Client Intake & Estate Planning Worksheet

Office Contact Information:
m.leonard@brightbeginningsfinancial.com213-526-4003
Estimated Completion Time: 30–60 mins

Please Fill Out This 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 need to enter. Thank you for working with us to prepare your Estate Plan.

Please complete the Estate Plan Worksheet to the best of your ability so our staff can draft your Estate Plan documents quickly and accurately. If you have any questions while completing the form, please contact our office directly at 213-526-4003.

Trust Name & Form Selection
Client Information — Strictly Confidential
Confidential

Address

Prior Marriages

Children or Beneficiaries
All children must be listed, including children who are disinherited. If additional space is needed, please use the supplemental section at the end.
Miscellaneous Information
Current Assets
Please answer Y/N for each asset type below in your possession. If you answer YES, please provide more information.
Specific Distributions & Residual Estate

Instead of receiving entire inheritance immediately upon reaching 18 or your passing, assets can be released in phases (e.g. 1/3 at age 25, 1/3 at 30, balance at 35).

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 Distribution

NOTE: Any unspecified assets, typically split into percentages between chosen beneficiaries (e.g. 50% Child A, 50% Child B; or 100% to spouse then equally to children).

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.

Deceased beneficiary's share is divided and distributed equally among the remaining surviving beneficiaries.

Successor Trustees
Who would you like to administer your estate after your death?
Successor Trustee: The person who assumes control of the trust after the initial trustee(s) dies or becomes 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

Primary

Second Successor Trustee

1st Alternate

Third Successor Trustee

2nd Alternate
Who would you like to help administer Medical Decisions if you become incapacitated?
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.

First Successor Agent

Primary Agent

Second Successor Agent

1st Alternate

Third Successor Agent

2nd Alternate
Guardians
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).
Burial Wishes
Supplementary Section

Even more questions? That's ok. We have the answers.

Frequently asked questions about individual estate planning, trusts, and probate avoidance.