Smart App 1.1

1Name and Address

2Children

3Beneficiaries

4Contengencies

5Successor Trustee

6POA: Assets

7POA: Medical

8Property and Business

9Review

Hidden
CHILDREN
Children
How many children (natural and adopted, living or deceased) do you have?
Child's Full Name: 1
Gender: Child 1
Birth Year: Child 1
Child's Full Name: 2
Gender: Child 2
Birth Year: Child 2
Child's Full Name: 3
Gender: Child 3
Birth Year: Child 3
Child's Full Name: 4
Gender: Child 4
Birth Year: Child 4
Child's Full Name: 5
Gender: Child 5
Birth Year: Child 5
Child's Full Name: 6
Gender: Child 6
Birth Year: Child 6
Child's Full Name: 7
Gender: Child 7
Birth Year: Child 7
Child's Full Name: 8
Gender: Child 8
Birth Year: Child 8
Child's Full Name: 9
Gender: Child 9
Birth Year: Child 9
Children (natural and adopted) from a previous relationship.
Do either of you have any children from a previous relationship, natural or adopted, living and deceased?
- Yes
- No
How many children (natural and adopted, living or deceased) do either of you have from a previous relationship?
Child's Full Name: 1a
Gender: Child 1a
Birth Year: Child 1a
From whom? : Child 1a
Child's Full Name: 2a
Gender: Child 2a
Birth Year: Child 2a
From whom? : Child 2a
Child's Full Name: 3a
Gender: Child 3a
Birth Year: Child 3a
From whom? : Child 3a
Child's Full Name: 4a
Gender: Child 4a
Birth Year: Child 4a
From whom? : Child 4a
Child's Full Name: 5a
Gender: Child 5a
Birth Year: Child 5a
From whom?: Child 5a
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.
1st Choice: Guardian
2nd Choice: Guardian

Save and Continue Later

Hidden
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.
Special Gifts?
Use this section for special gifts generally values at $10,000 or above. These gifts can be real estate, cash, or valuable personal items.
Special Gifts?
- Yes
- No
Recipient 1
Gift Amount or Description 1
Recipient 2
Gift Amount or Description 2
Recipient 3
Gift Amount or Description 3
Distribution of the Trust Estate (after special gifts, if any)
- We would like to divide our assets equally between all of our children
- We would like to divide our assets between our children and/or another person(s) and/or organization(s) based on percentages
How to divide assets among children and/or others
Children Percentages
Amount (%)
How many additional people and/or organizations would you like to add as a beneficiary?
Name of Person or Organization: AddBene1
Hidden
% 1
Amount: AB1
Please enter a number from 0 to 100.
Name of Person or Organization: AddBene2
Hidden
% or $: 2
Amount: AB2
Please enter a number from 0 to 100.
Name of Person or Organization: AddBene3
Hidden
% or $: 3
Amount: AB3
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 4
Amount: AB4
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 5
Amount: AB5
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 6
Amount: AB6
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 7
Amount: AB7
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 8
Amount: AB8
Please enter a number from 1 to 100.
Name of Person or Organization
% or $: 9
Amount: AB9
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 Distribution
- Distribution at one age
- Distribution at two ages
- Distribution at three ages
Age to Distribute 100%
Age to Distribute 100%
Receive 50% at age
Receive 50% at age
Remaining balance at age
Remaining balance at age
Receive 33% at age
Receive 33% at age
Receive 33% at age
Receive 33% at age
Remaining balance at age
Remaining balance at age
Additional Clarifications (optional)
Additional Clarifications

Save and Continue Later

CHILDREN

BENEFICIARIES

CONTINGENIES

SUCCESSOR TRUSTEES

Executors / Personal Representatives

Durable Power of Attorney

Advance Health Care Directive / Medical Power of Attorney

Real Estate / Property

Business

	Amount (%)

Smart App 1.1

CHILDREN

BENEFICIARIES

CONTINGENIES

SUCCESSOR TRUSTEES

Executors / Personal Representatives

Durable Power of Attorney

Advance Health Care Directive / Medical Power of Attorney

Real Estate / Property

Business

Accessible attorneys & advisors guide you through the process.