Sakamoto & Ruelas, APC

Estate Plan Client Workbook

714-994-4900  ·  www.srlawoc.com

We appreciate the opportunity to help you create your family's estate plan. Please complete this workbook to the best of your ability — if anything does not apply, leave it blank.

Your information is kept strictly confidential and is used for drafting and planning purposes only. Your progress is saved automatically in your browser.

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Who is this estate plan for?
Client #1
Client #2
Existing Plan & Referral

If yes, please bring copies of all existing documents to our meeting.

Children

Add a row for each living child. Skip if you have no children.

Trustee / Executor / Financial Power of Attorney

Who would manage your finances if you (and your spouse) are unable to? List up to 3 successors in order.

Asset Distribution
Your Property & Assets
Account numbers are optional here. If you'd rather provide them at your meeting or via secure upload, leave the Account Number fields blank.

Real Estate

Bank Accounts & Investments

Retirement Accounts

Stock Certificates (not held in investment accounts)

Insurance Policies

Vehicles, Boats, Vessels

Personal Property of Significant Value

Business Interests

Miscellaneous (expected inheritance, judgments, etc.)

Guardian for Minor Children

If you have minor children (under 18), who should have physical custody if both parents pass before they reach 18? Skip if not applicable.

Health Care Agents — Client #1

Who should make health care decisions for you if you can't? Spouse is recommended as Agent #1 (married couples).

End of Life — Client #1

Health Care Agents — Client #2

End of Life — Client #2

Delivery & Notes
Consent

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Sakamoto & Ruelas, APC

Secure Your Home, Family And Future. Plan Today.

Contact Us

Call Our Office At (714) 994-4900

Cerritos Office
Main Office
18115 Valley View Avenue
Suite 201
Cerritos, CA 90703
Phone: (714) 994-4900

Mission Viejo Office
27281 Las Ramblas
Suite 200
Mission Viejo, CA 92691
Phone: (714) 994-4900