emily monarch, attorney 815 john ... - elder law...

Emily Monarch, Attorney 815 John Harper Hwy #6, Shepherdsville, KY 40165

502-955-1005 Emily@kyelderlawsolutions.com

YourEstatePlanshouldaccuratelyreflectyourwishesfordistributingyourpropertyandprovidingforyourlovedonesincaseofyourdeath.WeneedthefollowinginformationtoprepareyourEstatePlandocuments.PleasePRINTLEGIBLYanduseyourlegalnamesratherthannicknames.Yourfullname:

(First)(Middle)(Last)(Sr.,Jr.,III,etc.)Yourhomeaddressincludingcity,state,zipcode:_____________________________________________

Email:________________________________________________________________________________HomePhone:_________________________________CellPhone:_______________________________Preferredmethodofcontact:(Pleasecheck)Cell_________HomePhone:__________Email:________Areyounow:Married_______________Single____________________Divorced__________________Ifcurrentlymarried,thefullnameofyourspouse:

(First)(Middle)(Last)(Sr.,Jr.,III,etc.)Whatcountydoyoulivein:______________________________________________________________Children:

a) _____________Nochildrenb) _____________Nochild(ren),butachildisanticipatedwithinthenext9months.c) _____________Ihave___________________children.

Listbelowthefulllegalnamesandagesofyourchild(ren),includinganyadoptedchildren,and/orstepchildren.

Guardians:Aguardianactsasa“Parent”foraminorchildwhenbothparentsaredeceasedorotherwiseunabletohavelegalcustodyofthechild.Enterthename(s)andaddressesbelowoftheguardian(s)youwishtoappoint:

Iftheseguardiansareunabletoserve,whowouldyouliketoappointasguardian(s)?

Beneficiaries:Whenyoudie,doyouwantyourspousetoinherityourentireestate?____________Yes___________NoIfno,whodoyouwanttoinherityourestate?

Name (Percentage)

Name (Percentage)

Name (Percentage)Ifyourspousediesbeforeyou,doyouwantyourchild(ren)toinherityourentireestate?____________Yes___________No.Ifyes,isyourentireestatetobedividedequallyamongthechildren?____________Yes___________No.Ifno,howistheestatetobedividedamongthechildren?

Name (Percentage)

Name (Percentage)

Name (Percentage)

Name (Percentage)

MINORCHILDREN(underage18)cannotownpropertyoutright.Thismeanstheremustbeanadultlegallyresponsibleforsupervisingandadministeringallpropertyownedbyachild.ThatpersoniscalledaTrustee.ATrusteeisappointedtocareforandadministerthemoneyorpropertyyouleaveinthetrustforthebenefitofyourminorchildren.WhodoyouwanttoserveasTrustee?______________________________________________________(First)(Middle)(Last)WhodoyouwanttoserveasalternateTrustee?______________________________________________ (First)(Middle)(Last)AtwhatagewouldyoulikeyourminorchildrentoreceivetheTrustproperty?_____________________ALTERNATEBENEFICIARIES:Ifneitheryourspousenoryourchild(ren)surviveyouorifyouaresingleandhavenochildren,listbelowthepeopleyouwanttoinherityourestate.Listthepercentageatwhicheachpersonistoinheritiftheyarenottoinheritequally.

Name (Percentage)

Name (Percentage)SPECIFICBEQUESTS:Ifyouhaveaspecificitemthatyouwanttogotoacertainperson,youmaywanttoprovideforitinyourWill.Pleaselistthembelow.

Name (Percentage)

Name (Percentage)CHARITABLEBEQUESTS:IfyouhaveaspecificitemthatyouwanttogotoacertainCharity,youmaywanttoprovideforitinyourWill.Pleaseleisbelow.

Name (Percentage)

Name (Percentage)EXECUTOR/EXECUTRIX:TheExecutor,alsocalledapersonalrepresentative,isthepersonwhowilltakepossessionofyourpropertyuponyourdeathandsafeguardituntilallobligationsoftheestatearemet,anddistributeyourpropertyaccordingtothetermsofyourwill.Theexecutorisentitledtoafee,unless(s)hewaivesit.DoyouwanttonameyourspouseasExecutor/Executrix?__________________Yes_______________No

Ifno,thenwhowouldyouliketonameasyourExecutor/Executrix?

(First) (Middle) (Last)IfyourExecutor/ExecutrixnamedabovecannotserveasExecutor/Executrix,whodoyouwanttoserveasanalternateExecutor/Executrix?

(First) (Middle) (Last)

LIVINGWILLALivingWillisadocumentwhichstatesyourdesiresastomedicaltreatmentshouldyoubediagnosedwithaterminalillnessand/orapersistentcomawithnohopeofrecovery.WouldyoulikeaLivingWill?__________________Yes___________________No

DESIGNATIONOFHEALTHCARESURROGATEAdesignationofhealthcaresurrogateallowsyoutoselectsomeonetomakemedicaldecisionsforyouinthesituationwhereyoucannotspeakforyourself.WouldyoulikeaDesignationofHealthCareSurrogate?_____________Yes_____________No

DURABLEGENERALPOWEROFATTORNEY

Adurablegeneralpowerofattorneyallowsyoutoselectsomeonetotakecareofyourbusinessandfinancialaffairsshouldyoubeincapacitated.WouldyoulikeaDurableGeneralPowerofAttorney?______________Yes_______________NoPersonyouwanttoactasyouragent?

(Name) (Address)Alternate,incasethefirstpersonisunabletoserve.

(Name) (Address)Whenthisworksheetiscompletedpleasecontactourofficeat502-955-1005foranappointment.