GET ALL SET Streamlined Workbook 3 of 4 | Family & Elder Law

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GET ALL SET Streamlined Estate Plan Workbook 3 of 4

This is WORKBOOK 3 of 4. Only start this workbook after you have completed WORKBOOK 1 & 2. Please make sure to complete ALL 4 WORKBOOKS.

Your Name(s)

THIS IS YOUR ROSTER

Fill out COMPLETE information for ALL AGENTS nominated in this workbook.

This includes all people listed as primary and successor agents for Patient Advocate, Attorney-in-Fact, Funeral Representative, Guardianship, Conservatorship, Trustee, and Personal Representative for yourself and your spouse (if applicable).

AGENT 1

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

AGENT 2

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 3

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 4

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 5

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 6

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 7

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 8

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 9

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 10

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 11

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

Agent 12

Legal Name of Agent

Relationship to You

Phone

Street Address

Mailing Address (if different than Street Address)

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