NCL Estate Planning Form

Thank you for filling out the North Coast Legal Estate Planning Form. This form is designed to help you
make decisions regarding your personal estate plan. Our office will retain this document as part of your
permanent file at our office. However, all of the information provided in this document is strictly
confidential and will not be disclosed to anyone outside of North Coast Legal, PLC without your
permission. Filling this form out, alone, does not create an attorney-client relationship with you and North
Coast Legal, PLC.

Included with this packed is an Inventory of Assets spreadsheet and an Advanced Care Directive from
Munson Health System. Please review these materials and respond by clicking the “Submit” button
below.

If you have any questions, please contact us at the information above.

Do You Currently Have a Will or Trust?

Upload Current Trust and/or Will

First Name

Your First Name

Middle Name

Your Middle Name

Last Name

Your Last Name

Date of Birth

Address

City

State

Zip Code

Cell Phone Number

Marital Status

Home Phone Number

Spouse First Name

If married, your spouse’s first name

Spouse Middle Name

Spouse Last Name

If married, your spouse’s last name.

Spouse Date of Birth

Spouse Cell Number

Children

Children Names

Please list your names of your children and their ages

Do You Have a Successor Trustee in Mind?

Successor Trustee First Name

Please List the First Name of Your Successor Trustee First Name

Successor Trustee Middle Name

Please List Successor Trustee Middle Name

Successor Trustee Last Name

Please List the Last Name of Your Successor Trustee Last Name

Successor Address

Please List Successor Trustee Address

Successor Trustee City

Please List Successor Trustee City

Successor Trustee State

Please Select Successor Trustee State

Successor Trustee Zip

Please List Successor Trustee Zip Code

Successor Trustee Cell Phone

Please List Successor Trustee Cell Phone

Successor Trustee Email

Please List Successor Trustee Email

By checking below, I understand an attorney-client relationship is not created until a retainer agreement is signed by an attorney at North Coast Legal, PLC and yourself.

NCL Estate Planning Form

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