Agency Planning Documents

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Your personal info

Including middle name

Separate all names with commas

If you chose "other" above. Format like they/them/their

All dates in this form can be formatted as m/d/yyyy or yyyy-mm-dd, examples: 2/15/1960 or 1960-02-15.

The city, state/province, country where you were born, formatted as city, full state name, and full country name if not the United States

Current Address
Your Affidavit of Family Tree
Fill out each set of fields for each side of your family, to the best of your ability. If any of your family is estranged, feel free to say so. The goal is to ensure that a court is able to notify your closest next of kin of any court proceedings involving your estate, so please do not worry overmuch if you do not know the names of your second cousins once removed.
Your partners and descendants

Anyone you ever married or had a child with. One person per line, formatted as:
Legal Name; their relationship to you; date/of/wedding; date/of/divorce; pronoun or special/pronoun/sets; any special notes
most recent to earliest. If you never married, include no dates.

Mary Roberts; wife; 5/22/2022; she Holly Jones; ex-wife; 9/5/2014; 2/22/2018; she Janet Greene; mother of Lester and Frannie; she

One child per line, formatted as Child Name; relation; date/of/birth; otherparent; pronoun or special/pronoun/set.

Sady Jones-Smith; daughter; 5/20/2013; hollyjones; mother; she Gary Jones-Smith; son; 10/31/2017; hollyjones; mother; he Lester Greene; son; 2/4/2010; janetgreene; he Francesca Greene; daughter; 9/19/2008; janetgreene; she

One grandchild per line, formatted as Child Name; relation; date/of/birth; parentfullname; pronoun or special/pronoun/set.

Nora Jones-Smith-Roth; grandkid; 6/27/2010; sadyjonessmith; zhe/zhir/zhirs
Your parents

If applicable, the year your parents officially divorced, as yyyy

Parent A

Your parent’s current full legal name.

For example mother.

One per line, formatted as Sibling Name; date/of/birth; pronoun or special/pronoun/set and, if applicable, ;now deceased

Saul Greeley; 4/30/1965; he Fara Madison; 3/24/1967; she Ray Greeley; 4/14/1977; he

Parent A’s siblings' children — your first cousins on this parent’s side — formatted as Full Name; date/of/birth; nibling’s parentname; pronoun or special/pronoun/set.

Jenny Greeley; 9/19/1990; saulgreeley Charlene Madison, 9/8/1993; faramadison

Your first parent’s immediate cousins. One per line, formatted as Cousin Name; date/of/birth; side; pronoun or special/pronoun/set

Rudy Bottoms; 4/30/1975; paternal Wiley Wilkins; 3/24/1981; paternal Sharla Stonk; 4/14/1977; maternal

Parent A’s first cousins' children, formatted as Full Name; parentname; pronoun or special/pronoun/set.

Georgia Bottoms; 7/21/1990; rudybottoms Charli Bottoms, 9/8/1993; rudybottoms

One spouse per line, formatted as Spouse Name; label; divorce: date/of/divorce; death: date of death; pronoun or special/pronoun/set, most recent to earliest.

Darla Santana; wife; divorce: 3/25/2015; she William Jessup; late husband; death: 4/22/2008; he
Parent B

Parent B’s current legal name

Probably father

Your second parent’s maiden or previous name, if applicable

Parent B’s date of death, if they have passed

Parent B’s immediate siblings. One per line, formatted as Sibling Name; date/of/birth; pronoun or special/pronoun/set

Gary Philips; 4/3/1970; he Roman Philips; 3/28/1971; she Sarah Philips; 5/14/1975; he

Parent B’s siblings' children — your first cousins on this parent’s side — formatted as Full Name; date/of/birth; parentname; pronoun or special/pronoun/set.

Cora Grant; garpyphilips Strom Philips, 9/8/1993; faramadison

Parent B’s immediate cousins. One per line, formatted as Cousin Name; date/of/birth; side; pronoun or special/pronoun/set

Rudy Bottoms; 4/30/1975; paternal; she Wiley Wilkins; 3/24/1981; paternal; he Sharla Stonk; 4/14/1977; maternal; she

Parent B’s first cousins' children, formatted as Full Name; parentname; pronoun or special/pronoun/set.

Georgia Bottoms; 7/21/1990; rudybottoms; she Charli Bottoms, 9/8/1993; rudybottoms; she

One spouse per line, formatted as Spouse Name; label; divorce: date/of/divorce; death: date of death; pronoun or special/pronoun/set, most recent to earliest.

Rhonda Rudolf; current wife; 3/5/2016; she Mable Worcester; ex-wife; 4/22/1978; 9/20/2017; she
Your siblings

Your siblings by the same parents. One per line, formatted as Sibling Name; relation; date/of/birth; pronoun or special/pronoun/set.

Janet Smith; sister; 4/30/1979; they Wilson Smith; brother, 12/31/1981

Your siblings' children. One per line, formatted as Nibling Name; relation to you; relation to your sibling; parentname.

Greg Smith-Philips; nephew; son; janetsmith Rory Smith-Philips, neice; daughter; janetsmith Stan Smith; nephew; son; wilsonsmith

Your step or half siblings from either parent’s other marriages. One per line, formatted as Sibling Name; relation; date/of/birth; pronoun or special/pronoun/set.

Mary Beth Mandel; step sister; 1/3/1992; she Wilson Smith; half brother, 2019-5-23; he

Your half or step siblings' children. One per line, formatted as Nibling Name; relation to you; relation to your step or half sibling; parentname.

Josh Mandel; step nephew; son; cindymandel Hope Mandel, step neice; daughter; cindymandel
Your document details
Your Living Will specifics

The procedures and treatments you will wish to have withheld or withdrawn

Any special conditions or qualifications for treatments and procedures to be withheld, such as…​

I wish for these procedures and treatments ONLY in the event that their temporary administration will facilitate my return to a state in which they are no longer necessary. I do not want them if their administration will serve only to prolong the process of my dying.

Any procedures and treatments you will wish to ensure are performed

Any special notes regarding the treatment of your condition when you are unable to carry it out yourself.

Healthcare and legal agents
You need only provide full name, relationship, and contact information for any given beneficiary or agent once in this form, and thereafter can identify them solely using firstnamelastname

People who will serve as healthcare proxy agents, plus their phone number and home and email addresses if not entered above, formatted as agentname; phone-number; email@address.com; Full Street Address, with commas, on one line; pronoun or special/pronoun/set.

maryroberts; 917-404-5954; maryr@ourserver.com; 12 Our St, Brooklyn, NY 10344 winkykennedy

Additional people you authorize to speak to your doctors or access your medical records, plus their home address if not entered above, formatted as fulltname; Full Street Address.

hollyjones; 967 St Judas Pl, Brooklyn, NY 10344 sadyjonesmith; 967 St Judas Pl, Brooklyn, NY 10344

The ID of your primary agent, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

The ID of your secondary agent, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

Your Last Will and Testament
Accounts and Property
For the fields in this section, be sure to include any information that will aid in locating documents such as titles, deeds, and certificates.

List any real property to which you hold title, including addresses and any notes, such as shared ownership.

List any savings, checking, investment, or other banking accounts. Including the name of the institution and any notes.

List any life insurance held in your name, including provider and account number.

List any retirement accounts in your name.

List any instances or collections of intellectual property to which you hold interest, along with any notes.

Distribution

Anyone you wish to leave a portion of your estate to, formatted as fulltname; N%; any notes you wish to add.

maryroberts; 50% Sadyjonessmith; 10% garyjonessmith; 10% lstergreene; 10% francescagreene; 10% southstreetfoodpantry; 10%

Think about any special items you would like to give to people. This would include things like your clothes, jewelry, books, pictures, vehicles, musical instruments, or art. People often give special things to individual people, and then provide in their will that the remainder of their stuff (in legalese, their personalty) should be picked over by friends, and that anything remaining shall be sold or should be given to Housing Works or Good Will.

The photo albums to my brother, should he survive me, and should he not survive me, to the Metropolitan Museum of Art. All items remaining after specific distributions are to be divided equally among my surviving relatives as they shall so decide, and if they cannot decide, as my executor shall decide for them. Anything remaining shall be donated to Housing Works.
Your trust details
Because you can also put your assets into trusts using the language of your will, you will have to identify a primary and a successor Trustee who will manage any assets placed in trust for a beneficiary.

The ID of your primary trustee, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

The ID of your successor trustee, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

Other wishes

The names and addresses of three people or couples you wish to act as guardian. You can say, for example, that you wish for a sibling and their spouse to act as guardian, but that in the event they are no longer married, you wish only the sibling to act as guardian. You can say that if the children are under a certain age, you wish for one set of people (i.e.: grandparents), but if they are older, you would like a different set of people (i.e. younger people). The format is one person or couple per line, like so: fullname fullname; any special note or condition

cindyshepherd robshepherd; 13 Stokely Dr, Madison, WI 22333; if they are still together and all kids are under 10 years bobnewhart randyquaid; 14 Junction Way, Boston, MA 23343; if Cindy and Rob are not together or any of the kids have reached 10 years randyquaid; if both couples are broken up, no matter the kids' ages

I wish for my skin and other organs to be used for:

Who you wish to manage your remains, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

Who you wish to manage your remains if the primary agent is unavailable, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

Who you wish to manage your remains if the secondary agent is unavailable, plus their email and home addresses if not registered above, in the form of fullname; email@address.com; Full Street Address.

Describe any wishes you want to convey to those responsible for your remains. Include anyone you wish to exclude from managing these rites or attending events.