Estate Planning Form

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

First Name

Last Name

Current Address

Date of Birth

Phone Number

Spouse's Full Name

Spouse's Current Address

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.