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Couples Will Plan – Almost Done
Couples Will Plan
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*
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Phone
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About You
Spouse 1 Name
*
Dr.
Miss
Mr.
Mrs.
Ms.
Mx.
Prof.
Rev.
Prefix
First
Middle
Last
Suffix
Spouse 2 Name
*
Dr.
Miss
Mr.
Mrs.
Ms.
Mx.
Prof.
Rev.
Prefix
First
Middle
Last
Suffix
Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Spouse 1 Email
*
Spouse 2 Email
*
Spouse 1 Phone
*
Spouse 2 Phone
*
Spouse 1 Date of Birth
*
MM slash DD slash YYYY
Spouse 2 Date of Birth
*
MM slash DD slash YYYY
About Your Family
Do you have children together?
*
Yes
No
Joint Children's Names and Birth Years
*
Child's First Name
Child's Last Name
Year of Birth
Add
Remove
Are any of your joint children under the age of 18?
*
Yes
No
Joint Guardian Nomination
*
First Name
Last Name
Add
Remove
If any of your joint children are under 18 when you pass away, they may need a guardian appointed. Who would you want to raise them through the rest of their childhood?
Does Spouse 1 have any children not of this relationship?
*
Yes
No
Does Spouse 2 have any children not of this relationship?
*
Yes
No
Spouse 1's Separate Children's Names and Birth Years
*
Child's First Name
Child's Last Name
Year of Birth
Add
Remove
Spouse 2's Separate Children's Names and Birth Years
*
Child's First Name
Child's Last Name
Year of Birth
Add
Remove
Are any of Spouse 1's separate children under the age of 18?
*
Yes
No
Are any of Spouse 2's children under the age of 18?
*
Yes
No
Spouse 1 Guardian Nomination
*
First Name
Last Name
Add
Remove
If any of Spouse 1's separate children are under 18 when you pass away, they may need a guardian appointed. Who would you want to raise them through the rest of their childhood?
Spouse 2 Guardian Nomination
*
First Name
Last Name
Add
Remove
If any of Spouse 2's separate children are under 18 when you pass away, they may need a guardian appointed. Who would you want to raise them through the rest of their childhood?
Gifts (both specific and everything else)
In a Couples Will Plan, when the first spouse passes away, the will states that everything goes to the surviving spouse. When answering the questions below, assume you are the surviving spouse (for instance, Spouse 1, assume Spouse 2 has already passed and vice versa).
Are there specific gifts Spouse 1 wants to leave to someone?
*
Yes
No
Specific items or dollar amounts Spouse 1 wishes to leave someone.
*
Who are you giving this to?
Item/Amount
Relationship to Spouse 1
Add
Remove
Please provide one gift per line (max of 10) using the format: Name, Item/Amount, Relationship
After any specific gifts have been given, who does Spouse 1 want to receive the remainder of your stuff?
*
Name
Percentage
Relationship to Spouse 1
Add
Remove
Please ensure that the percentage adds up to 100.
Are there specific gifts Spouse 2 wants to leave to someone?
*
Yes
No
Specific items or dollar amounts Spouse 2 wishes to leave someone.
*
Who are you giving this to?
Item/Amount
Relationship to Spouse 2
Add
Remove
Please provide one gift per line (max of 10) using the format: Name, Item/Amount, Relationship
After any specific gifts have been given, who does Spouse 2 want to receive the remainder of your stuff?
*
Name
Percentage
Relationship to Spouse 2
Add
Remove
Please ensure that the percentage adds up to 100.
Executors
In a Couples Will Plan, the presumption is that the surviving spouse will be the Primary Executor. If you would like someone different, please indicate it here. Choose one and a backup. This person will be responsible for probating your will and ensuring that your estate is closed.
Spouse 1's Primary Executor
*
First
Last
Spouse 2's Primary Executor
*
First
Last
Spouse 1's Backup Executor
*
First
Last
Spouse 2's Backup Executor
*
First
Last
Power of Attorney Agent
In a Couples Will Plan, the presumption is that the spouses will be each other's Primary Power of Attorney Agent. If you would like someone different, please indicate it here. Choose one and a backup. This person will be responsible for making financial decisions on your behalf when you can't.
Spouse 1's Primary Power of Attorney Agent
*
First
Last
Spouse 2's Primary Power of Attorney Agent
*
First
Last
Spouse 1's Backup Power of Attorney Agent
*
First
Last
Spouse 2's Backup Power of Attorney Agent
*
First
Last
Advance Medical Directive Agent
In a Couples Will Plan, the presumption is that the spouses will be each other's Primary Advance Medical Directive Agent. If you would like someone different, please indicate it here. Choose one and a backup. This person will be responsible for making medical decisions on your behalf when you can't.
Spouse 1's Primary Advance Medical Directive Agent
*
First
Last
Spouse 2's Primary Advance Medical Directive Agent
*
First
Last
Spouse 1's Backup Advance Medical Directive Agent
*
First
Last
Spouse 2's Backup Advance Medical Directive Agent
*
First
Last
HIPAA Agents
A HIPAA Agent is someone who is permitted to get information about you and your medical treatment.
Spouse 1's HIPAA Agents
*
First Name
Last Name
Add
Remove
Spouse 2's HIPAA Agents
*
First Name
Last Name
Add
Remove
Notes
Is there anything else we should know?
*
