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FAQ – Estate planning
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Consultation questionnaire – MetLife
Financial power of attorney (POA)
Guardianship and Conservatorship Questionnaire
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Individual pour-over trust
Last will and testament
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Married couple trust package
Medical power of attorney (POA)
Probate Questionnaire
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Individual pour-over trust
Trust Agreement and Pour-Over Will (Individual)
If you retained The Ala Firm to prepare a trust agreement for you, including a pour-over will, please complete this form.
Step
1
of
9
0%
Your name
First
Middle
Last
Designated Trustee
A โTrusteeโ is a person/entity who administers and distributes property held in trust.
Who do you designate as your initial trustee?
First
Middle
Last
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Who do you want to serve as your first alternate trustee?
At least one alternate trustee should be designated in the event your initial trustee is no longer able to serve.
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Do you wish to identify a second alternate trustee?
Yes
No
Who do you want to serve as your second alternate trustee?
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Trust Distribution
Do you want your trustee to have the power to make distributions for any person that is dependent on you if you are incapacitated? (Typically recommended)
Yes
No
If you become incapacitated and unable to manage the trust assets, the trustee may make distributions from the trust assets to provide for the health, education, support, or maintenance of any person(s) that is/are dependent upon you.
What age do you wish your beneficiaries to reach before the trust principal can be distributed?
Please enter a number greater than or equal to
18
.
Minimum age is 18 in Washington, and 21 in Colorado
Do you wish to place any additional restrictions on the distribution of the trust principal among your beneficiaries?
Yes
No
For example, that the beneficiary obtain a 2-year Associateโs degree or 4-year college degree; that they have completed a financial responsibility course, etc.
Please describe
Beneficiaries
Do you have children?
Yes
No
Do you want each of your children to be named as beneficiaries?
Yes
No
Do you want each child to receive an equal share of the trust?
Yes
No
How do you wish the trust to be divided?
Full Name
Percentage of Trust
Add more rows as needed by selecting the plus sign to the right.
Please list all persons and organizations that you wish to name as primary (first level) beneficiaries to your trust
Full Name or Organization
Relationship to you
Percentage of Trust
Address
Phone
Email
Add more rows as needed by selecting the plus sign to the right.
If one of your primary beneficiaries passes away before you, do you want their descendants to inherit their share?
Yes
No
If yes, the share that would be allocated to the deceased beneficiary will be passed on to the deceased beneficiary’s descendants (i.e., their children, grandchildren, etc.). If you answer no, then the shares would be re-allocated only to those beneficiaries that are still living at the time of your death.
If none of your primary beneficiaries are living at the time of your death, please list all persons and/or organizations that you wish to name as contingent beneficiaries.
Full Name or Organization
Relationship to you
Percentage of Trust
Address
Phone
Email
Add more rows as needed by selecting the plus sign to the right.
"Pour-over" Will
The pour-over will is designed to compliment your estate plan by capturing any asset that was not already transferred into the name of the trust and adding it to your trust estate.
Who do you want to serve as your Personal Representative?
First
Middle
Last
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Alternate Personal Representatives
Who do you want to serve as your first alternate Personal Representative?
First
Middle
Last
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Do you (husband) wish to identify a second alternate personal representative?
Yes
No
Who do you want to serve as your second alternate Personal Representative?
First
Middle
Last
Relationship to you
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Specific Gifts
List all specific gifts of property you wish to include in your will or trust
Describe item
Beneficiary name
Percentage
For example, jewelry, artwork, collectibles, cars, guns, heirlooms, etc. Add more rows as needed by selecting the plus sign to the right.
Identify any cash gifts you wish to include in your will or trust
Amount
Beneficiary name
To family, friends, charities, etc. Add more rows as needed by selecting the plus sign to the right.
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