Married Couple Trust Data Entry

Guidelines for completing the Trust and Estate Planning Data

Thank you for allowing Affordable Legal Documents to assist you in this important work.  Here are some guidelines to help you through your data entry.

1.   "If I died tomorrow..."   As you contemplate your answers to many of the questions, assume that you or you and your spouse died tomorrow.  Everything you are about to do can be change at any time, and likely will over your lifetime.  The questions posed at the beginning of each section will prompt you to think deeply about your answers and the information you give us.

2.  "I don't know what to put." Each section has help and guidelines.

Click on this symbol to find additional guidance and explanation.

Click on this symbol to view a brief video explanation.

Click on this symbol for links to related articles, reports and Q & A.

3.  "I'm still not sure."  Don't worry. You can get further clarification by:

- sending us an email to questions@affordable-legal-documents.com

- ask during our interview session.  You will have an opportunity for a live conversation with one of our professionals who can answer your questions and help you through the tough decisions.

4.  "It's the right thing to do." Remember, you are not doing this because you have to.  You are doing this because you want to -for your own sake and - for the sake of your loved ones.  Remember the four reasons for this work:

1.  Preserve family harmony.
2.  Control the distribution of your stuff.
3.  Avoid probate.
4.  Preserve you assets from unnecessary expenses and taxes.

Congratulations.  You are doing the right thing. Thank you for letting us help.

Husband             Full name:   Name husband goes by:      Last name: First name:   Middle name: Social Security #:     Date of birth: Email address:     Home phone: Cell phone:     Employer: Work address:     City: State: Zip code:   Work phone: Work fax:                     Wife             Full name:     Name wife goes by:         Wife's last name: Wife's first name   Wife's middle name:   Wife's Social Security #:     Date of birth:   Email address:     Home phone:   Cell phone:     Employer:   Work address:     City:   State: Zip code:   Work phone:   Work fax:             Street address: City: State: Zip code: County:                           Children                     Child's name: Birthdate: State: Child's name: Birthdate: State: Child's name: Birthdate: State: Child's name: Birthdate: State: Child's name: Birthdate: State: Child's name: Birthdate: State:   Child's name: Birthdate: State:     Child's name: Birthdate: State:                   Trustees     You are the original trustees of your trust.   Typically, upon the first death... more           Successor trustees take over the trust after the original trustees are... more   Successor trustee 1: Successor trustee 2: Successor trustee 3:           Personal representatives     Hus alternate personal representative 1: Hus alternate personal representative 2: Hus alternate personal representative 3:         Wife alternate personal representative 1: Wife alternate personal representative 2: Wife alternate personal representative 3:           Guardians     Guardian first choice     Guardian second choice   Guardian third choice           Conservators    Conservator first choice Conservator second choice Conservator third choice           Health care power of attorney Hus health care POA alternate 1: Hus health care POA alternate 2: Hus health care POA alternate 3:         Wife health care POA alternate 1: Wife health care POA alternate 2: Wife health care POA alternate 3:           Durable general power of attorney Hus durable general POA alternate 1: Hus durable general POA alternate 2: Hus durable general POA alternate 3:          Wife durable general POA alternate 1: Wife durable general POA alternate 2: Wife durable general POA alternate 3:           Describe how you would like the assets in your trust distributed to your heirs Trust distribution: