Form - Karpel Law Firm

Section 1: Personal Information

If you have been directed to this page, please fill out the below information so our Attorneys can review and best assist with drafting your estate plan.

Other Names Known by:

Date of birth

Date of birh

Other Names Known by:

Are you presently employed? If Yes, for how long?

Occupation (former if retired):

Employer:

Cell Phone:(Required)

Alternative Phone:

Email Address:(Required)

Spouse or Alternative Email Address (if you want to share this information with another person assisting you with this process):

Other Residences or Real Estate owned by you or your spouse (list address):

Section 2 General Questions

Document Upload

Max. file size: 256 MB.

Do you or your spouse currently recieve SSI or Medi-Cal? If so please list:

Please list any specific items or % or amounts that you wish to give to any individuals or organizations at your death (Example: 50% to my Son and 50% to my Daughter)

If Other (specify):

Who will serve as Executor for you? (Typically a spouse, child over 18, close family or friend is listed 1st, followed by a 2nd then 3rd option if unwilling or unavailable to act):

Please leave Name, City/State, Relation and Gender

Who will serve as Trustee for you? (Typically a spouse, child over 18, close family or friend is listed 1st, followed by a 2nd then 3rd if unwilling or unavailable to act):

Please leave Name, City/State, Relation and Gender

Who will serve as Agent or Agents under a durable power of attorney (if desired)? List #1, #2 and #3 in order of priority people who can make financial decisions while you are alive in case you are temporarilly unable to.

Please leave Name, Address, City/State, Zip, Relation and Gender

Who will serve as Health Care Agent (person to make medical decisions for you if you are unable to)? List #1, #2 and #3 in order of priority people who you would feel comfortable making these decisions for you.

Please leave Name, Phone, Address, City/State, Zip, Relation and Gender

Specify if needed:

If Yes, please provide details of the disposition of your ashes, directing if they are to be scattered or preserved in one location.

How did you first learn about our firm?

Section 3: Beneficiary Information

Are any children adopted, step-children, or deceased? If so please specify (if a blended family please specify what parent each biological child belongs to):

Are there any persons you specifically want to disinherit? List here:

Are any children disabled, receiving government benefits, or likely to need a special needs trust?

Who should serve as guardian for minor children, if applicable? Please specify person #1 ,#2 and #3.

Please list alternative successor beneficiaries (in the event something happens to you and your spouse as well as all beneficiaries listed above):

Do you want stepchildren or people you raised but did not legally adopt to be treated as children under the trust? Explain here:

Section 4: Digital Footprint

If yes, describe:

If yes, who

Section 1: Personal Information

Section 2 General Questions

Section 3: Beneficiary Information

Section 4: Digital Footprint

Section 5: Professional advisors

Quick links

Services