GET ALL SET Streamlined Workbook 2 of 4

GET ALL SET Streamlined Estate Planning Workbook 2 of 4

Only start this workbook (WORKBOOK 2) after you have completed WORKBOOK 1. Make sure to complete ALL 4 WORKBOOKS.

Your Name(s)

CHILDREN

Child 1

Name (Child 1)

Gender

Date of Birth

Select One

Child 2

Name (Child 2)

Gender

Date of Birth

Select One

Child 3

Name (Child 3)

Gender

Date of Birth

Select One

Child 4

Name (Child 4)

Gender

Date of Birth

Select One

Child 5

Name (Child 5)

Gender

Date of Birth

Select One

Child 6

Name (Child 6)

Gender

Date of Birth

Select One

Child 7

Name (Child 7)

Gender

Date of Birth

Select One

Do you have any children (MINOR OR ADULT) who qualify for needs-based government assistance (i.e., Medicaid)?

Yes

DISTRIBUTIVE PLAN

Specific distributions to people/churches/charities:

Name/Organization

City, State

Amount ($ or %)

Name/Organization

City, State

Amount ($ or %)

Name/Organization

City, State

Amount ($ or %)

Name/Organization

City, State

Amount ($ or %)

Name/Organization

City, State

Amount ($ or %)

Name/Organization

City, State

Amount ($ or %)

Outright Distributions (Select All That Apply):

Balance of Trust equally divided between then-surviving children.

Balance of Trust equally divided between children, with any deceased child's share equally divided between his/her descendants per stirpes.

Held in Trust Distributions:

Under Stated Age Trust

Balance of Trust equally divided between children and maintained in Trust until the child reaches the Distribution Age. The share of any child who does not survive, or does not survive until Distribution Age, shall be equally divided between his/her descendants per stirpes, and maintained in Trust for each descendant under the same terms as for a child until the descendant attains the Distribution Age, or if no descendants, then equally to other children and maintained in Trust as provided herein.

Distribution Age

Separate Share Trust

Balance of Trust equaly divided between children and maintained in Separate Share Trusts for the beneficiary's lifetime. Any child who does not survive, or upon the death of the child, their share shall be equally divided between his/her descendants per stirpes and maintained in Trust for each descendant under the same terms as for a child, or if no descendants, then equally to other children and maintained in Trust as provided herein.

Other

If none of the above distributions are appropriate, please indicate how you would like to have your estate distributed (i.e.) "equally to my then surviving nieces and nephews", "to the following named individuals", etc.)

Ultimate Distribution

Who is to receive your property if neither you, your children nor another descendant survive? Please indicate here how you would like to have your estate distributed.

Only complete the next section if you have an Enhanced Trust-Based Plan. If you don't have an Enhanced Trust-Based Plan, Submit Workbook 2 of 4 and move on to complete WORKBOOK 3.

DISABILITY PANEL

The Disability Panel that is authorized to declare the Grantor disabled, is only effective as to the Trustee and has no legal authority outside the Trust Agreement. Essentially, a declaration of disability by the Disability Panel will trigger all the Grantor disability provisions in the Trust.

It is recomended to chose a minimum of 3 and a maximum of 5 Initial Disability Panel members, with 1 or 2 successors.

Panel Member 1 Full Name

Panel Member 2 Full Name

Panel Member 3 Full Name

Panel Member 4 Full Name

Panel Member 5 Full Name

Successor Panel Member 1 Full Name

Successor Panel Member 2 Full Name

Submit this workbook (2 of 4) and move on to WORKBOOK 3. Make sure to complete ALL 4 WORKBOOKS.