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Smart App 1.1

HomeSmart App 1.1
1Name and Address
2Children
3Beneficiaries
4Contengencies
5Successor Trustee
6POA: Assets
7POA: Medical
8Property and Business
9Review
  • Estate Planning EASY APP
  • Must include your last name.
  • Person 1 Information
  • Legal name as it appears on driver's license.
  • Person 2 Information
  • Home Address
  • Mailing Address


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    CHILDREN

  • Children

  • Children (natural and adopted) from a previous relationship.






  • Guardian(s) for Minor Children
  • Guardian(s) for Minor Children
    When you pass away, if there are children under the age of 18, who will act as their Guardian(s)?

    Note that if they wish to name a couple as guardian, you should list them on the same line.

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    BENEFICIARIES

  • Beneficiaries
    These are the people and/or organizations to which the assets are left. They may be children, grandchildren, other family members, friends, charities, organizations, etc.

    Usually, your estate is divided into percentages to your children and/or other heirs as you determine below. However, you may also wish to make special gifts "off the top" before the estate is divided.
  • Use this section for special gifts generally values at $10,000 or above. These gifts can be real estate, cash, or valuable personal items.
    How to divide assets among children and/or others


  • Amount (%) 


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  • Please enter a number from 0 to 100.

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  • Please enter a number from 0 to 100.

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  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Ages for beneficiaries to receive their inheritance
    Beneficiaries share will be held in Trust for Health, Education, Maintenance and Support until the age of 25 unless otherwise specified here:
  • Age to Distribute 100%
  • Receive 50% at age
  • Remaining balance at age
  • Receive 33% at age
  • Receive 33% at age
  • Remaining balance at age

  • Additional Clarifications (optional)

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    CONTINGENIES

  • Deceased beneficiaries' inheritance
    If a named beneficiary passes away before you, where would you want their portion of the Trust Estate to pass
  • Do any of your beneficiaries have special needs?
    Special provisions may need to be added to protect the inheritance for a disabled beneficiary or one who is receiving public financial assistance, such a SSI or Medicaid.

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    SUCCESSOR TRUSTEES

  • Successor Trustee(s)
    When you pass away, who will be appointed to manage your finances and settle your estate?
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    Executors / Personal Representatives

  • Executors/Personal Representatives
    A Pour-Over Will is provided as part of your Trust Portfolio. Generally your Executors/Personal Representatives are the same individuals named as Successor Trustee.
  • Executors/Personal Representatives
  • Primary Executor:

  • Wife's Executor
  • Primary Agent: Spouse

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    Durable Power of Attorney

  • Durable Power of Attorney
    This is who will manage your finances and make legal decisions for you if you are incapacitated, but still alive.
  • Durable Power Of Attorney
    Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
  • Primary Agent:

  • Wife's Durable Power Of Attorney
    Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
  • Primary Agent: Spouse

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    Advance Health Care Directive / Medical Power of Attorney

  • Advance Health Care Directive / Medical Power of Attorney
    This is who will make medical decisions for you if you are incapacitated, but still alive.
  • Medical Power Of Attorney
  • Primary Agent: Spouse

  • Wife's Medical Power Of Attorney
    It is highly recommended that these individuals act independently.
  • Primary Agent: Spouse

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    Real Estate / Property

  • Transferring Property in to your Trust
  • Real Estate?












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    Business

  • Do you have ownership in one or more small business?







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  • FINAL REVIEW
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AmeriEstate Legal Plan, Inc.
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