Web Estate Planning - Morello Law Group, P.C.

Instructions & Document Request

Please fill out the following form completely prior to your next meeting with Morello Law Group, P.C.

In addition, please provide the following documents to our office, in person or via mail:

Current Estate Plan, if any
Most Recent Deeds To Real Estate (Legal Description)
Life Insurance Policies
Investment Statements (IRAs, Mutual Funds, Life Insurance, Retirement Accounts, etc.)
Stock Certificates or Bonds
New Change of Beneficiary forms for employer life insurance and 401K
Photocopy of Driver’s License
Any information pertaining to any corporate entities you own

Client #1 Contact Information

Name(Required)

First Middle Last Suffix

Address(Required)

Street Address City State ZIP Code

Email(Required)

Home Phone(Required)

Cell Phone

Date of Birth(Required)

Currently Employed?(Required)

Yes

No

Current Employer(Required)

Title / Position(Required)

Marital Status(Required)

Previously Married?(Required)

Yes

No

Add additional person (e.g. Spouse/Partner)?

No, estate planning is only for the above.

Yes, add an additional person.

Note: This person will be referred to a Client #2 throughout the form.

Number of Children and/or Beneficiaries(Required)

Client #2 Contact Information

Name(Required)

First Middle Last Suffix

Address(Required)

Same as Previous Address

Street Address City State ZIP Code

Email(Required)

Home Phone(Required)

Cell Phone

Date of Birth(Required)

Currently Employed?(Required)

Yes

No

Current Employer(Required)

Title / Position(Required)

Marital Status(Required)

Previously Married?(Required)

Yes

No

Business Professional Information

Do you have an accountant?

Yes

No

Do you have a life insurance agent?

Yes

No

Do you have a financial advisor?

Yes

No

Accountant:

Name(Required)

First Last

Company(Required)

Phone(Required)

Email

Insurance Agent:

Name(Required)

First Last

Company(Required)

Phone(Required)

Email

Financial Advisor:

Name(Required)

First Last

Company(Required)

Phone(Required)

Email

Personal Representative/s

Your Last Will and Testament appoints a Personal Representative ("Executor") to manage any probate affairs, distribute personal effects and file a final estate tax return in connection with your estate.

Spouse first choice for Personal Representative?(Required)

Yes

No

First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Personal Representative Alternate? (recommended)(Required)

Yes

No

Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

This field is hidden when viewing the form

Funeral Representative/s

The funeral representative has legal authority to make decisions about funeral arrangements and the final disposition of your body after death.

Spouse first choice for Funeral Representative?(Required)

Yes

No

Client #1 First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Funeral Representative Alternate for Client #1? (recommended)(Required)

Yes

No

Client #1 Second Alternate::

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Client #2 Funeral Representative

Spouse first choice for Funeral Representative for Client #2?(Required)

Yes

No

Client #2 First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Funeral Representative Alternate for Client #2? (recommended)(Required)

Yes

No

Client #2 Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

This field is hidden when viewing the form

Successor Trustee

The primary responsibility as Successor Trustee is to follow general terms of the Trust, including hiring professionals, to protect and manage trust assets on behalf of the Trust beneficiaries.

Spouse first choice for Successor Trustee?(Required)

Yes

No

First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Successor Trustee Alternate? (recommended)(Required)

Yes

No

This field is hidden when viewing the form

Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

This field is hidden when viewing the form

Durable Power of Attorney

The Durable Power of Attorney Agent assists you with your personal, financial, and legal affairs, if you are incapacitated.

Spouse first choice for Durable Power of Attorney?(Required)

Yes

No

First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Durable Power of Attorney Alternate? (recommended)(Required)

Yes

No

This field is hidden when viewing the form

Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

This field is hidden when viewing the form

Patient Advocate/s

Your Patient Advocate is authorized to make general medical decision in the event that you are unable to participate in your own medical decisions. Your Patient Advocate is also responsible for following your wishes on life support.

Spouse first choice for Patient Advocate?(Required)

Yes

No

Client #1 First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Patient Advocate Alternate for Client #1? (recommended)(Required)

Yes

No

Client #1 Second Alternate:

Name

First Middle Last

Address

Street Address City State ZIP Code

Phone

Cell Phone

Email

This field is hidden when viewing the form

Client #2 Patient Advocate

Spouse first choice for Patient Advocate for Client #2?(Required)

Yes

No

Client #2 First Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

Add additional Patient Advocate Alternate for Client #2? (recommended)(Required)

Yes

No

Client #2 Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell Phone

Email

This field is hidden when viewing the form

Guardianship (if applicable)

The responsibilities for guardian include making medical decision, and, as conservator, include making financial decision for minor children. If not married to child's parent, list surviving biological/adopted parent as First Alternative.

Spouse first choice for Guardianship?(Required)

Yes

No

First Alternate:

Name

First Middle Last

Address

Street Address City State ZIP Code

Phone

Cell

Email

Add additional Guardianship Alternate? (recommended)(Required)

Yes

No

Second Alternate:

Name(Required)

First Middle Last

Address(Required)

Street Address City State ZIP Code

Phone(Required)

Cell

Email

Form Complete!

Please click SUBMIT below to send the information you provided to Morello Law Group, P.C.

Should we email you a copy of this form?

Yes

No

Email to Send Copy(Required)

Enter Email Confirm Email

Important Notice!

- To protect your privacy, the PDF emailed to you will be password protected. Please call Janessa Lafferty at Morello Law Group, P.C. at (734) 281-6464 to request the password.

Estate Planning Form

Instructions & Document Request

Client #1 Contact Information

Client #2 Contact Information

Business Professional Information

Accountant:

Insurance Agent:

Financial Advisor:

Child/Beneficiary Information #1

Child/Beneficiary Information #2

Child/Beneficiary Information #3

Child/Beneficiary Information #4

Child/Beneficiary Information #5

Child/Beneficiary Information #6

Personal Representative/s

First Alternate:

Second Alternate:

Funeral Representative/s

Client #1 First Alternate:

Client #1 Second Alternate::

Client #2 Funeral Representative

Client #2 First Alternate:

Client #2 Second Alternate:

Successor Trustee

First Alternate:

Second Alternate:

Durable Power of Attorney

First Alternate:

Second Alternate:

Patient Advocate/s

Client #1 First Alternate:

Client #1 Second Alternate:

Client #2 Patient Advocate

Client #2 First Alternate:

Client #2 Second Alternate:

Guardianship (if applicable)

First Alternate:

Second Alternate:

Form Complete!

Important Notice!

Morello Law Group, P.C.

Northville, MI

Staff Directory

Send an Email

P: (248) 347-2950

F: (248) 347-2999

Wyandotte, MI

Staff Directory

Send an Email

P: (734) 281-6464

F: (734) 281-1620

Romeo, MI

Staff Directory

Send an Email

P: (248) 347-2950

F: (248) 347-2999