Estate Plan Unmarried Person Questionnaire

Feel free to fill this lengthy form out on your own. PLEASE NOTE, if convenient for you, we would love to walk you through it.

  • We recommend "THE [YOUR LAST NAME] FAMILY TRUST", but you may choose any name.
  • First, Middle or Middle Initial and Last; use Sr. or Jr. when appropriate
  • NameRelationshipPercentageIf Heir Doesnt Survive Option 
    Add a new row
    ***** FOR RELATIONSHIP: If heir is a son or daughter select: H = husband’s child, W = wife’s child, J = joint child ***** PERCENTAGE: Please do not exceed 100% in total. ***** FOR HEIR DOESN'T SURVIVE: 1 = If heir doesn't survive, to his/her own descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 2 = If heir doesn't survive, to his/her spouse, if any, otherwise pro rata to other beneficiaries. 3 = If heir doesn't survive, to his or her descendants (children, grandchildren, etc.), if any, otherwise to his or her spouse, if any, otherwise pro rata to other beneficiaries. 4 = If heir doesn't survive, to his or her spouse, if any, otherwise to his or her descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 5 = If heir doesn't survive, pro rata to other beneficiaries and not to the heir’s spouse or descendants (children, grandchildren, etc.).
  • NameRelationshipPercentageIf Heir Doesnt Survive Option 
    Add a new row
    ***** FOR RELATIONSHIP: If heir is a son or daughter select: H = husband’s child, W = wife’s child, J = joint child ***** PERCENTAGE: Please do not exceed 100% in total. ***** FOR HEIR DOESN'T SURVIVE: 1 = If heir doesn't survive, to his/her own descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 2 = If heir doesn't survive, to his/her spouse, if any, otherwise pro rata to other beneficiaries. 3 = If heir doesn't survive, to his or her descendants (children, grandchildren, etc.), if any, otherwise to his or her spouse, if any, otherwise pro rata to other beneficiaries. 4 = If heir doesn't survive, to his or her spouse, if any, otherwise to his or her descendants (children, grandchildren, etc.), if any, otherwise pro rata to other beneficiaries. 5 = If heir doesn't survive, pro rata to other beneficiaries and not to the heir’s spouse or descendants (children, grandchildren, etc.). ***** NOTE: Charities that are listed in above question must be listed here also if you intend for them to inherit in the event the individuals in above question are all deceased.
  • NameRelationship 
    Add a new row
    4 options: choose one. Note: Funds will be available before distribution age(s) for education, health care, support and maintenance.
  • Manually input the age if you do not like the options listed in question above
  • (The decision is non-binding; both parties have to agree to accept this person’s decision)
  • Give full legal name