Living Trust Arizona

Download "The Estate Director" - FREE Preplanning Guide

The Estate Director is a guide produced by Four Peaks Planning, Inc. to help families begin the planning process on their own and also act as a supplement to estate planning documents.

Part One

Nine pages of various worksheets can help you identify goals and assemble the basic information an estate planner will need to prepare your documents. It is not necessary to complete these pages prior to setting an appointment with us.

Part Two

These optional pages can be completed after your estate planning documents are finished to assist those you've named in various roles of estate plan. These pages are not legal documents and Four Peaks Planning, Inc. does not collect this information.

Included in this section are:

• Asset and liability checklists
• Contact information of those named in various parts of your estate
• Instructions to potential guardians regarding needs of dependent children
• Important medical information about yourself for medical power of attorney agents
• List of computer logins and passwords (do not save this section's information to your computer - we recommend printing and handwriting the information for safe storage)
• A list of monthly expenses a financial power of attorney agent may need

Part Three

Should you desire, these additional pages allow you to document legacy information about yourself and past generations with future generations. This section is optional.

• CLICK to download MS Word 2007, MS Word 2010 and OpenOffice versions.
  
  
• CLICK to download earlier MS Word or WordPerfect versions.