Thank you for contacting the Malhotra Law Firm regarding your estate planning needs. This process will be much quicker and easier than you think – I have created a very thorough yet concise questionnaire that will allow me to prepare the majority of your documents. Once this questionnaire is completed, please either email it to email@example.com, or if you prefer fax, please send it to 727-290-4044. I then review this form and contact you to summarize my recommended plan of action. This conversation typically only takes between 10-30 minutes. You will then receive your completed estate planning documents, along with thorough instructions. The final step entails getting the documents notarized, after which time your estate plan will be in place. Typical turnaround time for all documents is between 2-4 days from the time payment is made and the client consultation has been made.
Have you previously been married?
If YES to above, the following people will be successors. If NO, the following person will be primary executor, followed by any alternates you choose in case the primary cannot serve).
Who will serve as guardian of your minor children (if applicable)?
If YES to above, the following people will be successors. If NO, the following person will be the primary Power of Attorney, followed by any alternates you choose (in case the primary cannot serve).
If No, or to name an alternate if Spouse is unable to serve, use space below
Only to be completed if you would like a Revocable Living Family Trust with your estate planning package in addition to the basic documents. A Trust will allow you to pass assets directly to your heirs, outside of probate.
The beneficiary is ultimately who will receive the trust assets. It is a good idea to name alternate beneficiaries in case your main beneficiary precedes you in death. You can name minors as beneficiaries.