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Drafting a will just for you After you have read the "legal services" page on this website, you are ready to complete the data sheet and send it to our attorney. Once we receive the data sheet via fax or mail, we will schedule a thirty minute teleconference call where you can ask specific questions about estate planning and where Todd will ask you specific questions about your intentions. The information you send is confidential. An attorney/client relationship begins after our phone conversation, but only covers this specific project. Since tax laws change frequently and since your financial situation will probably change over time, you should discuss future estate plans with an experienced estate planning attorney. You must be a resident of Missouri to take advantage of this service. DATA SHEET (please print this page and complete and mail): 1. Husband's first, middle and last name:
2. Wife's first, middle and last name:
3. Any prior marriages where ex spouse is still alive? Explain:
4. Address: (Street address, city, state, and zip code):
5. County in Missouri where you reside:
6. Name of child(ren):
7. First choice of guardian (name and current city, state of residence):
8. Second choice of guardian (name and current city, state of residence):
9. Choice of executor:
10. Choice of trustee (to manage your trust's assets for the benefit of your child(ren):
11. How old should your child(ren) be when s/he obtains the trust assets?
12. Are there any restrictions or purposes which should be met before they receive the assets? (e.g. to pay for college, to buy a house, if they get married, etc.)?
Any other comments for Todd: . .
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