Estate Planning Form

Please see Sherman & Phalen's Estate Planning Worksheet below. If you have any questions, contact our team directly.

Estate Planning Form

"*" indicates required fields

First Name*

Last Name*

Current Address*

Date of Birth*

Email*

Phone Number*

Spouse's Full Name

Spouse's Current Addrees

Spouse's Date of Birth

Spouse's Email Address

Spouse's Cell Phone

Dependent (Children) Information*

Full Name, Date of Birth, and Current Address of Each Child (please include any adopted children, step children and/or grandchildren you would like to be treated as your blood children for purposes of distribution of your estate):

Guardian*

The person responsible for the care of your surviving minor children. (Select a primary and an alternate - name & address)

Your Executor*

Executor - The person responsible for administering your Estate. (Select a primary and an alternate - name & address)

Division of Property*

In making this determination, evaluate several scenarios including the possibility that your spouse and children might predecease you

Personal Representative for Financial and Health Care Decisions.*

Name, address, phone number and email address of primary and secondary attorney-in-fact (personal representative) for health care decisions and for financial decisions if incapacitated. Note, this is usually the other spouse and then family member or close friend.

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