Preliminary Information for a Couple

  • 1st Spouse's Information

  • 2nd Spouse's Information

  • Marital Information

  • Children Information

  • Asset Information

  • Asset Information Continued

  • Other Preliminary Information

  • Personal Representative (Aka Trustee or Executor) of the estate (Usually name spouse first)

  • Children's Guardian Information (For children under age 18. Two persons may serve together as long as they are married)

  • Name of Spouse #1's durable power of attorney

    A durable power of attorney gives the person(s) named the power to sign your name if you are not able to do so. For instance, it can be used to sign a deed or tax return, or to make gifts of your property. (Couples usually name their spouse first)
  • Name of Spouse #2's durable power of attorney?

    A durable power of attorney gives the person(s) named the power to sign your name if you are not able to do so. For instance, it can be used to sign a deed or tax return, or to make gifts of your property. (Couples usually name their spouse first)
  • Name of Spouse #1's health care surrogate(s)?

    A health care surrogate is allowed to make health care decisions on behalf of the person incapacitated. (Couples usually name their spouse first)
  • Name of Spouse #2's health care surrogate(s)?

    A health care surrogate is allowed to make health care decisions on behalf of the person incapacitated. (Couples usually name their spouse first)

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