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James E.Smith, ESQ.
Name, address, phone number and e-mail of person or person(s) setting up trust.
Name
*
Address
*
Phone Number
*
Email Address
*
Name and location of successor trustee of trust.
Name
*
Location
*
Name, location and percentage of estate to beneficiary(ies).
Name
*
Location
*
What specific gift(s) to which specific beneficiary(ies)
Gift
*
Beneficiary
*
Gift
*
Beneficiary
*
Name and location of executor or executrix of pour over will.
Name
*
Location
*
Do you want to be buried or cremated?
*
Buried
Cremated
Name and location of attorney-in-fact of health care durable power of attorney.
Name
*
Location
*
Name and location of attorney-in-fact of financial durable power of attorney.
Name
*
Location
*
Do you want a living will to be taken off life support?
*
Yes
No
Name and address of any house to go in to living trust.
Name
*
Address
*
Name and location of any guardian of minor children
Name
*
Location
*
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JAMES E. SMITH, ESQ. � 2008