Page 9 - EP 101 Guide

Things you'll want to consider:

1. Who do you want to make legal or medical decisions for you?

2. Who will take care of your minor child if you pass?

3. Who do you want to receive your assets when you pass?

4. How will they receive those assets? All at once, at certain

ages, spread out over time, or even only for certain needs?

5. Do you want to be kept on life support or not?

So what exactly will you need to think

about and what information do we need Information we'll need from you:

from you in order to begin preparing 1. Any concerns or questions you have about your situation or

your documents? Here is a partial list! this process

2. Name of your children (if any)
When you schedule a meeting with us, 3. Names for the people you choose to serve in the positions

we will email an intake form where you listed above

can fill out the answers to these 4. Back ups for the people listed above

questions. 5. Information regarding your assets (for restructuring purposes)

6. Any existing estate planning documents you may have

7. Whether any beneficiaries are receiving public benefits