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Preferred Client Trust Data Entry

This is where preferred clients may enter their data.

 

  Husband            
Full name: Name husband goes by:
Last name: First name:
Social Security #:
               
  Wife            
Full name: Name wife goes by:
Wife's last name: Wife's first name
Wife's Social Security #:
       
Street address:
City: State: Zip code:
County:
                       
  Children                    
Child's name: Date of birth: State:
Child's name: Date of birth: State:
Child's name: Date of birth: State:
Child's name: Date of birth: State:
Child's name: Date of birth: State:
Child's name: Date of birth: State:
       
  Successor trustees  
Successor trustee 1:
Successor trustee 2:
Successor trustee 3:
       
  Personal representatives  
Hus alternate personal representative 1:
Hus alternate personal representative 1:
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 2:
       
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:
       

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