Estate Plan Organizer (Short Form)

Estate Plan Organizer (Short Form)

Use this short form for simpler estate plans, including estates without minor children or real property located in another state. If your estate includes minor children, real property located in another state, or other complex circumstances, please use our long estate plan organizer form.

Estate Planning Form (short form)
Full Name
Full Name
First Name
Middle Name
Last Name
Address
Address
City
State
Zip Code
Do you have a spouse?
Spouse’s Full Name
Spouse's Full Name
First Name
Middle Name
Last Name
Do you have children?

Children

Enter each child’s name and age.
Name
Name
First Name
Last Name
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Primary Personal Representative’s Full Name
Primary Personal Representative's Full Name
First Name
Last Name
Would you like alternate personal representatives?

Alternate Personal Representatives

Enter the name, city, and state for each alternate personal representative.
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Primary Financial Power of Attorney Agent’s Full Name
Primary Financial Power of Attorney Agent's Full Name
First Name
Last Name
Would you like alternate financial agents?

Alternate Financial Power of Attorney Agents

Enter the name, city, and state for each alternate financial power of attorney agents.
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Primary Medical Power of of Attorney Agent’s Full Name
Primary Medical Power of of Attorney Agent's Full Name
First Name
Last Name
Would you like alternate medical power of attorney agents?

Alternate Financial Power of Attorney Agents

Enter the name, for each alternate medical power of attorney agents.
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