Client Meeting – Eldredge and Davis, P.A.

Date*

Name*

First Last

Email*

Phone*

TRUST

Type of Trust:*

Name of Trust*

Settlor 1:*

Settlor 2:*

Successor Trustee:*

Relation of Successor Trustee:*

Special Gift:*

Beneficiary:*

Terms:*

WILL (Husband)

Type of Will:*

Personal Representative 1:*

Personal Representative 2:*

Guardian:*

Successor Guardian:*

Funeral Arrangements:*

Burial Place / Disposition of Ashes:*

Specific Gift(s):*

Beneficiary:*

WILL (Wife)

Type of Will:*

Personal Representative 1:*

Personal Representative 2:*

Guardian:*

Successor Guardian:*

Funeral Arrangements:*

Burial Place / Disposition of Ashes:*

Specific Gift(s):*

Beneficiary:*

Durable Power of Attorney (Husband)

First:*

Phone*

Second:*

Phone*

Durable Power of Attorney (Wife)

First:*

Phone*

Second:*

Phone*

Health Care Surrogate (Husband)

First:*

Phone*

Second:*

Phone*

Third:*

Phone*

Health Care Surrogate (Wife)

First:*

Phone*

Second:*

Phone*

Third:*

Phone*

Living Will / Deed

Type:*

Address*

Street Address Address Line 2 City State ZIP Code

Homestead?*

Grantor 1:*

Grantor 2:*

Relationship of Grantors:*

Grantee 1:*

Address*

Street Address Address Line 2 City State ZIP Code

Grantee 2:*

Address*

Street Address Address Line 2 City State ZIP Code

Relationship of Grantees:*

Others:

Certificate of Trust
Assignment of TPP (Husband)
Assignment of TPP (Wife)
Instructions
Other

Please Specify the Above*

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Name

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Client Meeting Form

TRUST

WILL (Husband)

WILL (Wife)

Durable Power of Attorney (Husband)

Durable Power of Attorney (Wife)

Health Care Surrogate (Husband)

Health Care Surrogate (Wife)

Living Will / Deed