When we discuss your estate planning, we will discuss people you would like to appoint to important roles such as your power of attorney, health care surrogate, trustee, personal representative, guardian, etc. We will also discuss who you will name as your beneficiaries.

Please list those people who are important to you and who you may name in your documents:

*Do NOT include jointly owned assets with your partner/spouse! This information will be collected at another time.*

*Do NOT include jointly owned assets with your partner/spouse! This information will be collected at another time.*

*if applicable*

Please provide a short description of any business interests you may have, giving the name, location, percentage owned, names and relationship of co-owners, and the form of ownership (i.e., sole proprietorship, closely held corporation, partnership, etc.).