Notary Services For Estate Planning

I. Preparation of last will

1. Client Information:

   • Full Name: [Client's Name]

   • Address: [Client's Address]

2. Executor Appointment:

   • Name of Executor: [Executor Name]

   • Address of Executor: [Executor Address]

3. Beneficiaries:

   • Primary Beneficiary: [Beneficiary Name]

   • Relationship to Client: [Relationship]

   • Secondary Beneficiary: [Beneficiary Name]

   • Relationship to Client: [Relationship]

4. Assets Distribution:

   • Real Estate: A cozy two-story house located at 123 Maple Street, Anytown, USA.

   • Financial Assets:

     1. Savings Account - Account Number: 1234567890;

     2. Investment Portfolio - Brokerage Account Number: 0987654321.

   • Personal Property: A vintage mahogany dining table inherited from my grandmother.

II. Creation of Trust

1. Trust Assets:

   • Description of Trust Assets: Real estate properties located at 456 Oak Avenue, Cityville, USA, and 789 Pine Street, Townsville, USA; Investment portfolio consisting of stocks, bonds, and mutual funds; Savings accounts with multiple financial institutions; Antique furniture collection.

   • Management Instructions: Ensure regular maintenance and upkeep of the real estate properties; Diversify investment portfolio across various sectors; Monitor market trends and adjust investment strategy accordingly; Distribute interest and dividends to beneficiaries quarterly; Preserve and protect the integrity of the antique furniture collection through proper storage and occasional restoration if necessary.

2. Beneficiaries and Distributions:

   • Primary Beneficiary: [Beneficiary Name]

   • Relationship to Trust: [Relationship]

   • Secondary Beneficiary: [Beneficiary Name]

   • Relationship to Trust: [Relationship]

III. Power of Attorney Appointment

1. Agent Information:

   • Name of Agent: [Agent Name]

   • Address of Agent: [Agent Address]

2. Scope of Authority:

   Financial Affairs:

   • Monthly budget allocation for necessities, savings, and discretionary spending.

   • Investment strategy focused on long-term growth with a diversified portfolio.

   • Regular review of financial statements and adjustment of investment allocations as needed.

   • Retirement planning, including contributions to retirement accounts and pension funds.

   • Emergency fund management for unexpected expenses or financial downturns.

   Healthcare Decisions:

   • Preferred healthcare providers and medical facilities for routine check-ups and specialized treatments.

   • Advanced directives specifying preferences for end-of-life care and medical interventions.

   • Authorization for designated individuals to make healthcare decisions in case of incapacity.

   • Regular health screenings and preventative measures to maintain overall well-being.

   • Awareness of medical insurance coverage and coordination with healthcare providers for optimal care.

IV. Signature Section

Printed Name of Client: [Client's Name]

Date: [Date Signed]

Printed Name of Notary Public: [Your Name]

Date: [Date Signed]

Notary Seal (if applicable): [Seal]

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