Download The Worksheet & Start Building Your Family’s Plan Today

This packet is designed to assist your attorney in creating an estate plan that will best fit your desired estate distribution. All of the information in this worksheet will help determine what documents you need, and what documents you don’t need. Typical estates will consist of a Will, Durable Power of Attorney, and Living Will. Other documents may also be needed to ensure easy transfer of assets, such as a Trust, and Beneficiary Deeds, which your attorney will discuss with you. Please complete this worksheet in as much detail as possible, reading each section carefully. Your attorney will advise you on the possible ways to set up an estate to achieve the goals you desire, so long as those are within the legal authority of Missouri law. If you have assets, including life insurance, 401k and/or IRA accounts, and multiple heirs, a “Revocable Living Trust” may be most appropriate. For married couples, a separate Trust for each can be created and may make most sense, though for many a “family” trust will suffice.

You may also set up a time to talk with one of our attorneys and pick up a physical packet in our office, in Warrensburg.

NOTE: Use of this worksheet alone does not create and attorney client relationship.

The choice of a lawyer is an important decision and should not be based solely upon advertisements.  The material contained in this website is for informational purposes only and is not provided in the course of an attorney-client relationship. This information is not intended to constitute legal advice from an attorney and does not form any attorney-client relationship.  Past results afford no guarantee as to future outcomes and each case must be judged on its own merits.