E.g., copies of all deeds to real estate, certificates of title, financial statements showing ownership of accounts, stock/bond certificates, pre-marital or marital agreements, long-term care policies, divorce decree or property settlement agreements, personal income, corporate, or partnership tax returns (including tax returns for gifts, estates, and trusts), and existing planning documents (wills, trusts, powers of atterney, health care directives).

Please ensure your FULL NAME matches your ID (primarily, a passport, or driver's license).

Please ensure your FULL NAME matches your ID (primarily, a passport, or driver's license).

If no spouse, then indicate if you are "divorced" or "not married" or "widowed" or "not applicable"

Include aliases or "a.k.a."

SKIP, if address is same as PERSON ONE.

Include adult children. If no children, then indicate "not applicable."

Separate each name with a semi-colon.

Please provide

• Full Name and Clinic (First Middle Last, Company Name)

• Contact (Address, Phone, and Email)

• Provider and Policy Number

• OTHER - allergies, other doctor names, other insurance information, etc.

EXAMPLE

• Richard Roe, Children's Clinic Inc.

• Street Number, Street Name, City, State, Zip Code at 123-456-7890 and janedoe@mail.com

• Group Health, Inc., Policy #987654

• Daughter One allergic to shellfish.

  
  

Separate each name with a semi-colon.

Please provide information on:

• GENERAL -  instructions on provision of allowance, driver’s training, financial education, discipline methods, philosophies, resources.

• COMMUNITY - names of organizations or activities that you would like child to be involved with or are important to you.

• RELIGION - church name, religion, holidays to observe, other religious communities.

• EDUCATION - name of school, school activities, outside activities you desire for your children.

  
  

Separate each name with a semi-colon.

List AT LEAST TWO ADULTS, in order of preference who are your MOST-TRUSTED relatives, friends, or advisors.

We will consider these adults as your potential Trustees or Agents to protect your interests (including as guardians of your minor children).

These SHOULD match your guardians in the "Child Protection Kit."

IMPORTANT: Provide Full Names, Addresses, Phones, Emails, and Relationships to PERSON ONE and/or PERSON TWO. Separate each name using semi-colon.

NOTE: Scenario 1 may be eligible for expedited probate via "small estate affidavit."

A Trust NAME can be clever and fun, but it should be unique and clearly indicate that it is a Trust.

These are the person(s) creating the trust (usually the property owners, and usually the clients). Separate each name with a semi-colon.

These are the INITIAL person(s) responsible for managing the trust property (usually the Trust Settlors, and usually the client(s)). Separate each name with a semi-colon.

These person(s) become trustees when INITIAL TRUSTEE(s) are incapacitated or deceased. These are typically Person One and/or Person Two's ADULT CHILDREN. However, you may SKIP, if these are the same PERSON(s) as Guardians named above. Separate each name with a semi-colon.

A Trust company functions as an independent Trustee but usually for an additional monthly cost. By statute, a UTAH Licensed Trust Company (or independent Utah resident) as Trustee provides ASSET PROTECTION.

Provide Names of Pets, Type, Breed, and amount to be set aside for pet care. Separate each name with a semi-colon.

Indciate if "not applicable."

SKIP, if these are the same PERSON(s) as GUARDIAN(s) named above. Separate each name with a semi-colon.

Provide:

• Description and Address (notes, inheritances, investments, accounts, debts, retirements, IRAs/401Ks, ins. policies, businesses.

• Character

• Title (who owns it)

• Market Value

• Named Beneficiary

  
  

IMPORTANT: All items that require filing with the state (e.g. cars, boats, RVs, etc.) must be RE-TITLED by the owner(s) by deed through the state property recording office. If there is an existing mortgage, the owner(s) should contact their bank to ensure a transfer without triggering a “due on sale.”

Provide:

• General Description and/or Address

• Character (community property or separate property)

• Ownership (who holds title)

• Market Value

• Loan Balance

• Named Beneficiary

IMPORTANT: All items that require filing with the state (e.g. house, land, etc.) must be RE-TITLED by the owner(s) by deed through the state property recording office. If there is an existing mortgage, the owner(s) should contact their bank to ensure a transfer without triggering a “due on sale” as permitted under 12 U.S.C. §1701j-3.

• "per stirpes" primarily means each son or daughter receives equal shares; This usually means grandchildren (existing or future) do not necessarily share equally. This method favors SINGLE-generation families (e.g. persons with no children or parents with children but no grandchildren).

• "per capita at every generation" is Utah's DEFAULT and primarily means each child (and grandchild) share equally. This generally favors MULTI-generational families (parents with children, grandchildren, etc.).

These person(s), usually ADULT CHILDREN are responsible for making decisions for PERSONS ONE and/or TWO's HEALTH CARE. However, you may SKIP, if these are the same PERSON(s) as Guardians named above. Separate each name with a semi-colon.

NOTE: Spouses are automatically named as Health Care Agents of each other.

Indicate if "not applicable."

Check all that apply

E.g., It is my wish to be interred in Named Cemetery with my spouse.

We will utilize the same Primary and Secondary Agents identified above (unless specified otherwise herein). Separate each name with a semi-colon.

Indicate if "not applicable."

• Check all that apply

• Indicate if "not applicable."

E.g., It is my wish to be interred in Named Cemetery with my spouse.

These person(s), usually ADULT CHILDREN are responsible for making decisions for PERSONS ONE and/or TWO's FINANCIAL AFFAIRS (i.e., Power of Attorney). However, you may SKIP, if these are the same PERSON(s) as Guardians named above. Separate each name with a semi-colon.

NOTE: Spouses are automatically named as Financial Agents of each other.

Indicate if "not applicable."

[      ]   Real Property 

[      ]   Tangible Personal Property

[      ]   Stocks and Bonds

[      ]   Commodities and Options

[      ]   Banks and Other Financial Institutions

[      ]   Operation of Entity or Business

[      ]   Insurance and Annuities

[      ]   Estates, Trusts, and Other Beneficial Interests

[      ]   Claims and Litigation

[      ]   Personal and Family Maintenance

[      ]   Benefits from Governmental Programs or Civil or Military Service

[      ]   Retirement Plans

[      ]   Taxes

We will utilize the same Primary and Secondary Agents identified above (unless specified otherwise herein).

Indicate if "not applicable."

[      ]   Real Property 

[      ]   Tangible Personal Property

[      ]   Stocks and Bonds

[      ]   Commodities and Options

[      ]   Banks and Other Financial Institutions

[      ]   Operation of Entity or Business

[      ]   Insurance and Annuities

[      ]   Estates, Trusts, and Other Beneficial Interests

[      ]   Claims and Litigation

[      ]   Personal and Family Maintenance

[      ]   Benefits from Governmental Programs or Civil or Military Service

[      ]   Retirement Plans

[      ]   Taxes

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