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  /  Estate Planning Package

Estate Planning Package .

  • Please complete the form on this page, choose one of the two law offices below to prepare your estate planning documents, and sign the corresponding form letter.
  • Please initial below where applicable. In all other areas, please PRINT clearly.
  • Signature Party I
  • MM slash DD slash YYYY
    Date
  • Signature Party II
  • MM slash DD slash YYYY
    Date
  • MM slash DD slash YYYY
  • :
  • MM slash DD slash YYYY
  • :
  • CHILDREN


    List ALL children (born to or legally adopted by you) whether you are going to remember them in your will or not.

  • NameAgeGenderCity, StateWhose child?Handicapped? 
  • The guardian is the person responsible for the day-to-day care of the child. This is the person(s) with whom your child(ren) would actually live. Note: Your spouse does not need to be named guardian for your child(ren) unless he/she is not the natural parent of your child(ren) (i.e. he/she is a stepparent.)
    NameRelationship to Party 1 or 2Address 
  • You may need a trustee to manage assets for beneficiaries according to your wishes until they reach an age when you believe they should be capable of managing assets on their own. A trustee can keep the beneficiary’s money invested wisely and use it for their education, support, etc., until they reach the age specified for outright distribution of assets to them. The trustee can be a relative, friend, trust company, or other person or institution you trust to manage and distribute assets according to your wishes. The testamentary trustee can be the same person named as the guardian, or could be a different person or institution.
    NameRelationship to Party 1 or 2Address 
  • It is necessary for you to decide when the beneficiary(ies) will be mature enough to manage assets on their own. You may want to give each beneficiary his or her share at the time the beneficiary reaches a particular age. You may consider splitting the distribution, such as 1/2 at age 25 and the balance at age 30, or 1/3 at 21, 1/3 at 25, and 1/3 at 35. You may use any age or combination of ages that you choose.
  • PLAN OF DISTRIBUTION


  • do you wish to leave all of your estate to your surviving spouse?
  • A. Would you want to draw up a separate list from your Will to distribute your personal belongings such as furniture, etc.?
  • B. Would you want to draw up a separate list for specific items or bequests you would like to leave a particular person or organization?
  • If YES, then please list below any specific items or bequests you would like to leave a particular person or organization?
    Property DevisedBeneficiary 
  • C. Many of our church members choose to leave a percentage of their estate to the Lord’s work. Please use this section to indicate what percentage of your estate you would like to leave to the Missions of the Florida Conference e.g. where needed most, Church Planting, Education, Evangelism, Local Church and Youth Ministries, etc.
    PercentageLegal Name of Ministry or Entity 
  • D. How would you like to divide the remainder of your estate in terms of percentages? Any amount left to a beneficiary under the age of 18 should be held in trust.
    PercentageBeneficiaryRelationship to Beneficiary 
  • Full Address of Beneficiary 
  • If the above named beneficiaries were to predecease you, how would like your estate to be distributed?
  • NOMINATIONS AND APPOINTMENTS


  • Please list name, relationship, address & phone number.

    Party I

    NameRelationship to Personal RepresentativeAddress 
  • Party II

    NameRelationship to Personal RepresentativeAddress 
  • Please list name, relationship, address & phone number.

    Party I

    NameRelationship to Durable Power of AttorneyAddress 
  • Party II

    NameRelationship to Durable Power of AttorneyAddress 
  • Please list name, relationship, address & phone number.

    Party I

    NameRelationship to Healthcare SurrogateAddress 
  • Party II

    NameRelationship to Healthcare SurrogateAddress 
  • A LIVING WILL document will be prepared as part of the package.

  • FINANCIAL INFORMATION


  • Type of Property and LocationTitled in the name of …?Fair Market ValueMortgageValue Net of Mortgage 
  • Type of PropertyTitled in the name of …?Fair Market ValueRemaining DebtValue Net of Debt 
  • Name of BankTitled in the name of …?Account TypeFair Market Value 
  • Account Owner/ParticipantTypeWhere HeldBeneficiaryFair Market Value 
  • Investment FirmTitled in the name of …?Beneficiary (if any)Fair Market Value 
  • Name of Stock, Bond, etc.Titled in the name of …?How much did you pay for it? Basis?Number of SharesFair Market Value 
  • Insurance CompanyPolicy OwnerBeneficiaryLoans on PolicyFace Amount (net of loans) 
  • Insurance CompanyPolicy OwnerBeneficiaryLoans on PolicyFace Amount (net of loans) 
  • Type of Property and LocationTitled in the name of …?Ownership%Entity Type (Inc., LLC, LLP, etc.)Fair Market Value 
  • BorrowerTypeLenderBalance Outstanding 
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  • Florida Conference Refundable Deposit Fee
    Florida Conference Refundable Deposit Fee - English-Español
    Family First Firm - 3 Form Letters English
    Family First Firm - 3 Form Letters - Español
    Forest Lake Law - 3 Form Letters - English
    Forest Lake Law - 3 Form Letters - Español

    (If you have any questions please call: 407.644.5000 ext. 2241)

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