ESTATE PLANNING INFO SHEET
www.estateplanninginfosheet.com
(FOR DREAM DOCS SINGLES AND COUPLES)
DATE OF FORM: 9/19/08 - NEED VALID ID
INHERITANCES ? Y / N AMOUNT :
Name (001) Husband (Single
Client)_____________________________________________________
.(002) Wife
________________________________________________________________________
.(003) File Number: ___________ Married ____ Single _____ Widow/Widower _____ Divorced
(Date)
.Street Address: (004)
____________________________________________________________
.City State Zip: (005) ____________________________________________________________
.Home Telephone: (006) _________________________________________
.County: (007) Los Angeles Other:
.[008] Number of Children of current marriage: one (1) two (2) three (3) four (4)
other:
.[009] NAMES OF CHILDREN:
H/W/B ____________________________________________________
H/W/B ____________________________________________________
H/W/B ____________________________________________________
H/W/B ____________________________________________________
H/W/B ____________________________________________________
H/W/B ____________________________________________________
.Deceased Children: Y / N Leaving Issue Surviving: Y/N
.[010] NAME OF TRUST:
FAMILY TRUST DATED ZZ, 2008/ 2009
(MONTH)
SIZE OF ESTATE: OVER/ UNDER $1,000,000 (year 2011)
AMOUNT OF FEE: $ INITIAL AMOUNT PAID: $
NUMBER OF DEEDS: one (1) two (2) three (3) other:
(020) Financial Advisor:
(021) SALUTATION:
.U.S. CITIZEN: HUSBAND/CLIENT: YES / NO WIFE: YES / NO
.CLIENT E-MAIL ADDRESS: ________________________________
DISTRIBUTION: (NOTES)
____ SIMPLE - ALL TO CHILDREN IN EQUAL SHARES
______ COMPLICATED DISTRIBUTION TO BENEFICIARIES
022: NAME OF BENEFICIARY #1:
023: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
024: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
025: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
026: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
027: NAME OF BENEFICIARY #2:
028: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
029: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
030: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
031: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
032: NAME OF BENEFICIARY #3:
033: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
034: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
035: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
036: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
037: NAME OF BENEFICIARY #4:
038: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
039: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
040: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
041: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
042: NAME OF BENEFICIARY #5:
043: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
044: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
045: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
046: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
047: NAME OF BENEFICIARY #6:
048: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
049: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
050: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
051: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
052: NAME OF BENEFICIARY #7:
053: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
054: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
055: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
056: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
057: NAME OF BENEFICIARY #8:
058: RELATION TO H friend/mother/father /son/daughter /brother /sister //in law
059: RELATION TO W friend/mother/father /son/daughter /brother /sister //in law
060: ALTERNATE DISTRIBUTION: ___To Issue then to Residue / ___ To Residue
061: SHARE / AMOUNT / ITEM RECEIVED: SHARE: _____ % PERCENTAGE
AMOUNT OF MONEY $_____________ ITEM / THING:
GUARDIAN
[070] (HUSBAND -CHOICE FOR GUARDIAN #1) :
[071] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
. [072] WIFE -CHOICE FOR GUARDIAN #1:
.[073] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
.[074] (HUSBAND -CHOICE FOR GUARDIAN - #2) :
[075] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
.
[076] WIFE -CHOICE FOR GUARDIAN #2:
[077] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[078] (HUSBAND -CHOICE FOR GUARDIAN - #3) :
[079] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister/ /
in law
. [080] WIFE -CHOICE FOR GUARDIAN #3:
[081] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[082] (HUSBAND -GUARDIAN - #4) :
[083] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister/ /
in law
[084] WIFE -CHOICE FOR GUARDIAN #4:
[085] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
SUCCESSOR TRUSTEE
[086] (HUSBAND -CHOICE FOR TRUSTEE - #1):
.
[087] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister //
in law
.[088] WIFE -CHOICE FOR TRUSTEE #1:
[089] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
.[090] (HUSBAND -CHOICE FOR TRUSTEE - #2):
[091] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
.[092] WIFE -CHOICE FOR TRUSTEE #2:
[093] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[094] (HUSBAND -CHOICE FOR TRUSTEE - #3) :
[095] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
.[096] WIFE -CHOICE FOR TRUSTEE #3:
[97] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
---OPTIONAL --- [98] (HUSBAND -CHOICE FOR TRUSTEE - #4) :
[99] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[100] WIFE -CHOICE FOR TRUSTEE #4:
[101] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
EXECUTOR
[104] (HUSBAND -CHOICE FOR EXECUTOR - #1) ::
[105] H-RELATIONSHIP: friend/mother /father /son /daughter /brother /sister //
in law
**[106] WIFE -CHOICE FOR EXECUTOR #1:
[107] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[108] (HUSBAND -CHOICE FOR EXECUTOR - #2):
[109] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[110] WIFE -CHOICE FOR EXECUTOR #2:
[111] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[112] (HUSBAND -CHOICE FOR EXECUTOR - #3) :
[113] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[114] WIFE -CHOICE FOR EXECUTOR #3:
[115] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
---OPTIONAL --- [116] (HUSBAND -CHOICE FOR EXECUTOR - #4) :
[117] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[118] WIFE -CHOICE FOR EXECUTOR #4:
[115] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
ADVANCE HEALTH CARE DIRECTIVE
POWER OF ATTORNEY FOR HEALTH CARE
[122] (HUSBAND -CHOICE FOR HEALTH #1) :
[123] H-RELATIONSHIP: friend /mother/father /son /daughter /brother /sister //
in law
**[124] WIFE -CHOICE FOR HEALTH #1:
[125] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[126] (HUSBAND -CHOICE FOR HEALTH #2) :
[127] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[128] WIFE -CHOICE FOR HEALTH #2:
[129] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[130] (HUSBAND -CHOICE FOR HEALTH #3) ::
[131] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[132] WIFE -CHOICE FOR HEALTH #3:
[133] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
---OPTIONAL --- [134] (HUSBAND -CHOICE FOR HEALTH #4) ::
[135] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[136] WIFE -CHOICE FOR HEALTH #4:
[137] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
STATUTORY PROPERTY POWER OF ATTORNEY - (FINANCIAL)
[140] (HUSBAND -CHOICE FOR PROPERTY - POA - #1) :
[141] H-RELATIONSHIP: friend/mother /father /son /daughter /brother /sister //
in law
**[142] WIFE -CHOICE FOR PROPERTY - POA #1:
[143] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[144] (HUSBAND -CHOICE FOR PROPERTY - POA - #2) :
[145] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[146] WIFE -CHOICE FOR PROPERTY - POA #2:
[147] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
[148] (HUSBAND -CHOICE FOR PROPERTY - POA - #3) :
[149] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[150] WIFE -CHOICE FOR PROPERTY - POA #3:
[151] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
---OPTIONAL --- [152] (HUSBAND -CHOICE FOR PROPERTY - POA - #4) :
[153] H-RELATIONSHIP: friend /mother /father /son /daughter /brother /sister / /
in law
**[154] WIFE -CHOICE FOR PROPERTY - POA #4:
[155] W-RELATIONSHIP: friend/mother/father /son/daughter /brother /sister / /in
law
MISCELLANEOUS
(175) STATE OF SIGNING – CALIFORNIA; (OTHER:
(176) COUNTY OF SIGNING: LOS ANGELES (OTHER:
(177) PLACE OF SIGNING – GLENDALE / LA CANADA
(178)MONTH OF SIGNING –
JANUARY / FEBRUARY / MARCH / APRIL / MAY / JUNE / JULY / AUGUST / SEPTEMBER /
OCTOBER / NOVEMBER / DECEMBER
(179) YEAR OF SIGNING – 2008 / 2009 / 2010
(180) SIGNING DAY, DATE, TIME: (5 WEEKS AHEAD)
(181) NAME OF NOTARY:
REAL PROPERTY INFORMATION:
PROPERTY #1: (DEED #1)
(182) HUSBAND NAME AS LISTED ON DEED #1:
(183) STATUS PROPERTY:
(184) WIFE'S NAME AS LISTED ON DEED #1:
(186) ASSESSOR'S PARCEL NUMBER:
(187) LEGAL DESCRIPTION #1: (SEE ATTACHED DEED OR PROPERTY TAX BILL):
(188) COUNTY WHERE PROPERTY LOCATED: LOS ANGELES / OTHER :
** (189) STREET ADDRESS WHERE PROPERTY #1 LOCATED:
** (190) CITY WHERE PROPERTY #1 LOCATED:
PROPERTY #2: (DEED #2)
(192) HUSBAND NAME AS LISTED ON DEED #2:
(193) STATUS OF PROPERTY: (HOW HOLD TITLE)
(194) WIFE'S NAME AS LISTED ON DEED #2:
(196) ASSESSOR'S PARCEL NUMBER #2:
***(197) LEGAL DESCRIPTION #2: (SEE ATTACHED DEED #2):
(198) COUNTY WHERE PROPERTY #2 LOCATED:
LOS ANGELES / OTHER :
(199) STREET ADDRESS WHERE PROPERTY #2 LOCATED:
** (200) CITY WHERE PROPERTY LOCATED #2:
PROPERTY #3: (DEED #3)
(202) HUSBAND NAME AS LISTED ON DEED #3:
(203) STATUS PROPERTY: (HOW HOLD TITLE CURRENTLY)
(204) WIFE'S NAME AS LISTED ON DEED #3:
(206) ASSESSOR'S PARCEL NUMBER #3:
***(207) LEGAL DESCRIPTION #3: (SEE DEED #3):
(208) COUNTY WHERE PROPERTY LOCATED: LOS ANGELES / OTHER :
(209) STREET ADDRESS WHERE PROPERTY #3 LOCATED:
(210) CITY WHERE PROPERTY LOCATED #3:
CHECKLIST: THREE PARTS TO ESTATE PLANNING:
NEXT APPOINTMENT: (5WKS) (180)
1. MAKE SURE THAT THE PEOPLE THAT YOU WANT TO GET YOUR PROPERTY ACTUALLY GET
YOUR PROPERTY.
HUSBAND & WIFE / CHILDREN / PARENTS / NIECES & NEPHEWS
CHARITIES / ORGANIZATIONS /
SPECIAL NEEDS TRUSTS (ELIGIBLE/RESPONSIBLE)
2. GOVERNMENT TAX BITE:
STATE – PROBATE: 4% + $6000
TRUST AVOIDS PROBATE –
WRITES OUT NEW DEED
TRUST IS LIKE A CORPORATION, BUY PROPERTY, SELL PROPERTY, ETC
FEDERAL ESTATE TAX –
$2,000,000 TAX SHELTER
HUSBAND USUALLY LOSES (USE IT OR LOSE IT)
A – ABOVE GROUND; B – BELOW GROUND
FAVORABLE CAPITAL GAINS TREATMENT:
JOINT TENANCY V. COMMUNITY PROPERTY
3. DISABILITY DOCUMENTS:
POWER OF ATTORNEY FOR HEALTH CARE (AT HOSPITAL)
POWER OF ATTORNEY FOR PROPERTY (WRITING CHECKS)
PACKAGE / COST: VACUUM CLEANER WILL; TRUST; DISAB DOCS; NEW DEED
SENDING INFO SHEET
(KARL JOHNSON)
CLIENT NAME: FILE #
1. PLEASE OPEN THE FOLLOWING WEBSITE:
www.livingtrustworksheet.com
2. SELECT "FINANCIAL ADVISOR".
(this is your own special data entry portal)
3. ENTER ALL THE INFORMATION FROM THE ATTACHED
"ESTATE PLANNING INFORMATION SHEET" INTO THE WEBSITE.
4. ENTER #001 IN THE #001 BOX; #002 IN THE #002 BOX, ETC. for #10, enter next
month and ZZ for the date. USE THE "TAB" KEY TO MOVE FROM ENTRY TO ENTRY.
ENTER ALL DATA IN CAPS (except for #8 (# of children), e.g. "two (2)"
Enter all relationships in lowercase.
5. AFTER ENTERING ALL THE INFORMATION INTO THE DATABASE RECORD, SELECT THE
"SUBMIT".
6. ENTER YOUR RETURN E-MAIL ADDRESS HERE:__________________________________.
7. PLEASE FAX THE FOLLOWING TO (818) 244-1894:
1) THIS INSTRUCTION PAGE;
2) THE COPY OF THE DEED OR PROPERTY TAX BILL, AND
3) THE COMPLETE ESTATE PLANNING INFORMATION SHEET.
8. YOU SHOULD RECEIVE A DRAFT BY RETURN E-MAIL SOMETIME IN THE NEXT 48 HOURS.
9. THE DRAFT WILL COME WITH THE FOLLOWING DOCUMENTS TO BE PRINTED BY YOUR
OFFICE:
1) LABELS PAGE - (ADDRESS LABEL FOR CLIENT; RETURN MAIL ADDRESS FOR YOUR OFFICE;
A COVER LABEL AND A LABEL FOR THE INSIDE FROM COVER.)
2) TABLE OF CONTENTS PAGE.
3) COVER LETTER FOR SENDING DRAFT
4) INSTRUCTIONS PAGE.
5) ACTUAL DRAFT DOCUMENTS.
10. PLEASE PRINT THE DOCUMENTS, PUT THEM IN THE BOOKLET AND HAVE KARL SIGN THE
COVER LETTER; MAKE A COPY OF THE COVER LETTER FOR YOUR FILES.