CG Streamlined Online Workbook 1 of 4

CG STREAMLINED ESTATE PLANNING WORKBOOK 1 of 4

This is the FIRST of 4 workbooks. Make sure to complete ALL 4 WORKBOOKS

Spouse 1 Full Legal Name

Spouse 2 Full Legal Name

Name of CG Financial Advisor(s)

Type of Planning (Select One):

Existing Estate Plan Review

CG Streamlined Directive Plan - Single Person

CG Streamlined Directive Plan - Married Couple

CG Streamlined Will Plan - Single Person

CG Streamlined Will Plan - Married Couple

CG Streamlined Revocable Living Trust Plan - Single Person

CG Streamlined Revocable Living Trust Plan - Married Couple

Miscellaneous (SELECT ALL THAT APPLY):

Deeds

Number of Deeds to be prepared

Deed Filing handled by Family & Elder Law of Mid-Michigan, PC

Miscellaneous:

Include a Corporate Trustee:

Corporate Trustee:

PERSONAL INFORMATION SPOUSE 1

Gender (Spouse 1)

Age (Spouse 1)

U.S. Citizen? (Spouse 1)

Date of Birth (Spouse 1)

Month

Day

Year

Phone (Spouse 1)

Veteran? (Spouse 1)

Attach copy of Driver's License (Spouse 1)

Email (Spouse 1)

Street Address (Spouse 1)

Mailing Address (Spouse 1) If different than Street Address

PERSONAL INFORMATION SPOUSE 2

Gender (Spouse 2)

Age (Spouse 2)

U.S. Citizen? (Spouse 2)

Date of Birth (Spouse 2)

Month

Day

Year

Phone (Spouse 2)

Veteran? (Spouse 2)

Attach copy of Driver's License (Spouse 2)

Email (Spouse 2)

Street Address (Spouse 2) If different than Spouse 1

Mailing Address (Spouse 2) If different than Street Address

ASSETS

It is not necessary for us to receive detailed information about your assets. However, it is important for us to know the gross vaue of your estate or the gross value of your combined estates if you are a married couple (including individually and jointly owned property). This amount includes the assets you own, Retirement Plans (IRA's, 401K's, etc.), life insurance, and any other benefits that will be paid at your death.

Please indicate the approximate amount here:

Are Spouse 1 or Spouse 2 currently receiving any needs-based government assistance (i.e., Medicaid)?

Do you wish to avoid your estate going through Probate?

Patient Advocate Designation

This document lets you choose the person who will make health care decisions (including decisions about life support) for you if you are unable to make them for yourself. This person is called your Patient Advocate. You should also name one or two successor Patient Advocates in case the person you name is unable to serve.

Patient Advocate (Spouse 1)

Successor Patient Advocate (Spouse 1)

Second Successor Patient Advocate (Spouse 1)

Patient Advocate (Spouse 2)

Successor Patient Advocate (Spouse 2)

Second Successor Patient Advocate (Spouse 2)

DURABLE POWER OF ATTORNEY

This document lets you choose the person who will manage any property you own if you become unable or unwilling to do so. This individual is known as your Durable Power of Attorney. You should also name one or two successor Durable Power of Attorneys in case the individual you name is unable to serve.

Durable Power of Attorney (Spouse 1)

Successor Durable Power of Attorney (Spouse 1)

Second Successor Durable Power of Attorney (Spouse 1)

Durable Power of Attorney (Spouse 2)

Successor Durable Power of Attorney (Spouse 2)

Second Successor Durable Power of Attorney (Spouse 2)

FUNERAL REPRESENTATIVE DESIGNATION

This document lets you choose the person who will be resonsible for making your funeral arrangments. You should also name a successor Funeral Representative in case the person you name is unable to serve.

Funeral Representative (Spouse 1)

Successor Funeral Representative (Spouse 1)

Funeral Representative (Spouse 2)

Successor Funeral Representative (Spouse 2)

PERSONAL REPRESENTATIVE

Your Personal Representative is the person named in your Will who will be responsible for managing any Probate of your estate. You should also name one or two successor Personal Representatives in case the person you select is unable to serve.

Personal Representative (Spouse 1)

Successor Personal Representative (Spouse 1)

Personal Representative (Spouse 2)

Successor Personal Representative (Spouse 2)

TRUSTEE

If you decide to have a Revocable Living Trust Plan, you will need to name the person or corporate entity who will succeed you and manage your Trust after your death or upon your disability. You will be the initial Trustee.

Successor Trustee (Spouse 1)

Second Successor Trustee (Spouse 1)

Successor Trustee (Spouse 2)

Second Successor Trustee (Spouse 2)

CORPORATE TRUSTEE

Individual

Individual:

Corporate

Corporate:

SEPARATE SHARE TRUSTEE

Age of Authority

Co-Trustee Options

Any Individual

Family Member

Professional Fiduciary (CPA, Atty, Corp, Trustee, etc.)

Specific Co-Trustee Named Individuals

Regardless of Will or Trust based plan, please outline the distributive plan below. If you're married, and have selected a joint estate plan, your estate planning documents will provide for all property to continue to be managed by your spouse.

MINOR CHILDREN

If you DO NOT have MINOR children, skip this section, submit this workbook (WORKBOOK 1), and move on to WORKBOOK 2.

GUARDIAN: If you have minor children, who will raise them if something happens to you? In Michigan an appointed Guardian has the rights and responsiblites to act as a parent. You can name either an individual to serve as Guardian, or a married couple who will serve as join Guardians. You should also name an alternate Guardian in case the individual or indiviudals you name are unable to serve.

Guardian:

Alternate Guardian:

CONSERVATOR: If you have minor children, who will manage property your minor children receive until they become adults (age 18 in most states)? You should also name an alternate Conservator in case the individual or individuals you name are unable to serve.

Conservator:

Alternate Conservator:

Submit this workbook (WORKBOOK 1) and move on to complete WORKBOOK 2 of 4. Make sure to complete ALL 4 WORKBOOKS.