The Settlor is the person (or persons) who establish(es) and create(s) a last will and testament of assets that make up the probate.
Maximum number of entries reached.
EXECUTOR - REFERS TO A MALE
EXECUTRIX - REFERS TO A FEMALE
Normally this is your spouse. If this is your first selection, check here , then go to 2nd Choice.
The person(s) named in this section will have the authority to handle all of your personal and business affairs should you become mentally or physically incapacitated. The document is designed to become effective upon execution and should be kept in a safe place until your disability or until you voluntarily activate it by delivering it to your agent. You should consider their proximity to you, business skills, knowledge of your risk tolerance and estate planning goals.
The person(s) named in this section will have the authority to handle all of your health care decisions should you become mentally of physically incapacitated. These decisions might include what doctor or hospital to use and wether or not to allow surgery if needed. The document is designed to become effective immediately, and therefore, SHOULD BE DELIVERED TO YOUR AGENT upon your disability and SHOULD always be subject to you express wishes.
You will also receive a
whhich will act as a directive if your health care agent is unable to fulfill his/her duties and a
which will act as a directive to any health care provider or insurance company to release your records to your authorized agent.
NAMES OF ALL YOUR CHILDREN - LIVING OR DECEASED
Please identify any specific gifts of cash, stocks, bonds, or cash equivalents or real property that you wish to make a specific beneficiary.
In this section, you identify the person or persons who would receive a beneficiary's share of the Trust Estate if that person fails to survive this distribution.
A Guardian or Guardians shall be appointed for minor children (to age 18). This person(s) shall be appointed Guardian of the Estate and Guardian of the Person (usually the same person)
Please set any special distribution plans you may have for the distribution of a beneficiary's share of the Trust Estate.
Please Identify the person or persons who will receive the remainder of your estate after the distribution of all of the above listed specific gifts, alternate beneficiaries and special distributions. You may designate either a specific dollar amount or a percentage of the assets.
