Resources - Estate Planning

The Living and Legacy Documents

Basic Estate Plan Diagram

Married with Minor Children

Married with Children, No Minors

Married with No Children

Single with Minor Children

Single with Children, No Minors

Single with No Children

The Living and Legacy Documents report

Basic Estate Plan diagram

Estate Planning Questionnaires

Married with Minor Children questionnaire

Married with Children, No Minors questionnaire

Married with No Children questionnaire

Single with Minor Children questionnaire

Single with Children, No Minors questionnaire

Single with No Children questionnaire

Trust Funding and Transfer Instructions

Primary Residence

Real Estate - rentals, commercial, lots, deeded time shares

Credit Union and Bank Accounts

Mutual Funds and Brokerage Accounts

Retirement Plans

*IRAs

*Defined Contribution/Profit Sharing Plans - 401(k), 403(b), 457, etc.

*Defined Benefit Plans

*Qualified Annuities

Insurance Policies and Non-Qualified Annuities

Licensed Vehicles - cars, trailers, RVs, motor homes, etc.

DMV Form 656

Personal Property jewelry, guns, collections, etc.