Estate Planning Guide

With a solid estate plan, you can protect your spouse and family by implementing a comprehensive Estate Plan. Planning ahead using wills and trusts can protect your heirs from lawsuits, over-taxation, and foster care (if you have small children). The first step is developing an estate plan.

To assist us in preparing your estate planning documents, please complete this form and submit. Once we have reviewed the information, Ray Massey will call you personally to discuss how to title assets to avoid probate, and to review the information you submitted and answer any questions before he prepares the estate planning documents.

The estate plan documents will be prepared and delivered to you by email within 48 business hours. You will be required to submit payment prior to delivery of documents by credit card. Someone from our office will contact you after our phone consultation to collect the credit card information.

Don't wait to start developing your estate plan. By getting the estate planning documentsn you need now, you can prepare yourself for any financial obstacles that may affect you and your family's lifestyle -- now and in the future.

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Client Information

Names/Ages of Children (if applicable)

Do you want your estate to pass to your surviving spouse? Do you want your estate to pass in equal shares to your children upon the death of last to die between you and your spouse? Do you want your children to inherit the share of the estate outright? If no, do you want to have your children's inheritance to be held in trust until age 25, 30 or 35?

Primary Trustee

Secondary Trustee

Primary Personal Representative

Secondary Personal Representative

Primary Agent under your financial power of attorney

(if different than Primary Personal Representative)

Alternate Agent under your financial power of attorney

(if different than Secondary Personal Representative)

Alternate Agent under your healthcare power of attorney

(if different than Secondary Personal Representative)

Primary Guardian for Minor Children

Alternate Guardian for Minor Children