Questionnaire to Update Your Trust Agreement & Estate Plan Ancillary Documents

Use the questionnaire below to hire us to update and amend one or more of the following estate planning documents we prepared for you:

Trust Agreement: $750
Certification of Trust: no charge
Last Will & Testament: $200 for 1 or $300 for 2 ($100 discount)
Financial Power of Attorney: $200 for 1 or $300 for 2 ($100 discount)
Healthcare Power of Attorney: $200 for 1 or $300 for 2 ($100 discount)
HIPAA Authorization: $200 for 1 or $300 for 2 ($100 discount)

In the questionnaire below, you select which of the above documents you and your spouse (if married) you want to amend.

Estate Plan Amendment Questionnaire

Questionnaire Date(Required)

MM slash DD slash YYYY

Purpose of This Questionnaire

This Questionnaire is the first step to hire Arizona estate planning attorneys Richard Keyt and his son former CPA Richard C. Keyt to prepare amendments to your existing revocable living trust and/or other estate planning ancillary documents such as a last will & testament, healthcare power of attorney, financial power of attorney, and HIPAA authorization. The purpose of this Questionnaire is to gather the information the Keyts need to update your estate planning documents.

Who Can Submit this Questionnaire

This questionnaire can only be submitted by people for whom we prepared their trust agreement and ancillary estate planning documents.

1st Prerequisite Before Entering Data in This Questionnaire

Before you enter any data in this questionnaire, you must review your Trust Agreement in your red estate plan portfolio to see who it names as:

(i) your successor trustee(s) if you die and/or you and your spouse die (if you are married) or cannot manage your financial affairs, and

(ii) future beneficiaries who inherit the trust’s assets if you die and/or you and your spouse die (if you are married and both of you co-beneficiaries of the trust).

To see who your Trust Agreement currently names as successor trustee(s) review Sections 3.02 and 3.03 of your Trust Agreement. To see who inherits your assets after your death if you are single or married and the only beneficiary of your trust, go to Article 8 of your Trust Agreement. If you are married and your spouse is a current co-beneficiary of your trust, to see who inherits your assets after both you and your spouse die, go to the section in the table of contents titled Distributions to Our Descendants or Distributions to Our Descendants.

2nd Prerequisite Before Entering Data in This Questionnaire

Before you enter any data in this questionnaire, you must open your red estate planning portfolio and look at the document called “Nominations” behind the tab called “Nominations.” This document lists all of your agents in your Last Will & Testament, Financial Power of Attorney, Healthcare Power of Attorney, and HIPAA Authorization. If you want to add, remove or change the order of agents then select the appropriate document below and enter the name(s) of people you want to be your agent(s).

Call, Text or Email Richard C. Keyt if You Have Questions About Amending Your Documents

If you have questions call or text Richard C. Keyt at 480-664-7472 or email him at [email protected].

Which Documents Do You Want to Update?

Who is updating their estate plan documents?(Required)

Only me

My spouse and I

Select the Services You Want to Buy. The Trust Agreement Amendment is $750. Ancillary Estate Plan Document Amendments are $200 Each.(Required)

Trust Agreement Amendment: Amend and restate my trust to change future beneficiaries and/or successor trustees. We will prepare an amended and restated trust agreement. This fee includes an amended Certification of Trust.

Last Will & Testament Amendment: Amend my Will to add, remove or change the order of my personal representatives/executors if I die and a probate is necessary. If you have any children under age 18 this is the document in which you tell the court who you want to raise your minor children if you die while a child is under age 18.

Financial Power of Attorney Amendment: Amend my financial power of attorney to add, remove or change the order of people I name to manage my financial affairs if I cannot.

Healthcare Power of Attorney Amendment: Amend my healthcare power of attorney to add, remove or change the order of the people who can make medical decisions for me if I cannot.

HIPAA Authorization Amendment: Amend my HIPAA Authorization to add, remove or change the order of the people who can make my medical decisions if I cannot. This document authorizes your healthcare agents to get your medical information from your doctors. You must buy this update if you amend your healthcare power of attorney.

Special Warranty Deed: Buy this Deed to transfer Arizona real estate such as your home to your trust. Fee is $295.

If you update your trust we will prepare an amended and restate trust agreement that replaces your current trust agreement.

Select the Services Your Spouse Wants to Buy. Ancillary Estate Plan Documents are $200 Each If 1 Is Purchased or $150 Each If Both You and Your Spouse Buy the Document.

My Spouse's Last Will & Testament Amendment: Amend my Will to add, remove or change the order of my personal representatives/executors if I die and a probate is necessary. If you have any children under age 18 this is the document in which you tell the court who you want to raise your minor children if you die while a child is under age 18.

My Spouse's Financial Power of Attorney Amendment: Amend my financial power of attorney to add, remove or change the order of people I name to manage my financial affairs if I cannot.

My Spouse's Healthcare Power of Attorney Amendment: Amend my healthcare power of attorney to add, remove or change the order of the people who can make medical decisions for me if I cannot.

My Spouse's HIPAA Authorization Amendment: Amend my HIPAA Authorization to add, remove or change the order of the people who can make my medical decisions if I cannot. This document authorizes your healthcare agents to get your medical information from your doctors. You must buy this update if you amend your healthcare power of attorney.

If you update your trust we will prepare an amended and restate trust agreement that replaces your current trust agreement.

Information about You

Your Legal Name(Required)

Prefix First Middle Last Suffix

Your Nickname, if any?

Your Preferred Phone Number(Required)

Your Email Address(Required)

Enter Email Confirm Email

When you click on the submit button below we will email this Questionnaire and all the information you entered to this email address.

Is Your Current Address the Same as When You Signed Your Documents?(Required)

Yes

Your Mailing Address(Required)

Street Address Address Line 2 City State ZIP Code

Your Gender(Required)

Male

Female

Your Marital Status(Required)

Single

Married

When Were You Married?(Required)

MM slash DD slash YYYY

Information About Your Spouse

Spouse's Legal Name

Prefix First Middle Last Suffix

Spouse's Nickname, if any?

Spouse's Preferred Phone Number

Spouse's Email Address

Spouse's Gender

Male

Female

Do You & Your Spouse Have a Pre or Post Nuptial Agreement?(Required)

Yes and I will email a copy of the agreement to Richard C. Keyt at [email protected]

Children Information

Have You Had Any Children Since You Signed Your Trust?

Yes

Your Children Born or Adopted After You Signed Your Trust

Child's Name

Birth Date

Alive (A) or Deceased (D)

Enter information for your afterborn children. If you have more than one afterborn child click on the + sign to add another row.

People Named in Your Estate Plan Documents

People named in the fields below will be displayed in later questions so you can pick names from a list instead of typing the name each time. Enter spouse in the first field on the left. In other fields enter the legal names of people you will name later in this questionnaire to be named as successor trustees, healthcare agents, financial power of attorney agents, guardians, conservators and personal representatives (aka executors) under your Last Will & Testament. If you want two people to serve at the same time enter their names in the same field. If you have more than four names click on the + symbol on the far right of the column to add another row.

List All People Who Will be Named Later in This Questionnaire(Required)

1st Person

2nd Person

3rd Person

4th Person

Click on the + symbol to add fields for additional people.

Your Revocable Living Trust

Exact Name of Your Existing Trust(Required)

Date of Your Existing Trust(Required)

MM slash DD slash YYYY

Do You Want to Add, Remove or Alter Your Successor Trustee(s)?(Required)

Yes

Name(s) of Successor Trustee(s) of Your Trust(Required)

1st Successor Trustee

2nd Successor Trustee

3rd Successor Trustee

Name of the person(s) or trust company you want to become the trustee or co-trustees of your trust if you die or lose your mental capacity. You must name at least one successor trustee. You can have two people serve as co-trustees by naming both people in the same field. If you are not sure who to name at this time enter "not sure" in the name field and you can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Tell us the changes you want to make to your future trust beneficiaries and any other changes you want to make.

Last Will & Testament

Who Will Be the Personal Representative of Your Estate if a Probate is Necessary?(Required)

1st Personal Representative

2nd Personal Representative

3rd Personal Representative

Please indicate above your choices for the Personal Representative of your probate estate. You must name at least one person. Additional people are optional, but recommended in case your first choice cannot serve. People named as a Personal Representative do not have to be residents of Arizona. Warning: Do not name co-personal representatives

Who Will Be the Personal Representative of Your Spouse's Estate if a Probate is Necessary?(Required)

1st Personal Representative

2nd Personal Representative

3rd Personal Representative

Financial Power of Attorney

This document names the person or people you want to deal with your financial affairs if you lose your mental capacity.

Who Do You Want to Be Your Agent Under Your Financial Power of Attorney?(Required)

1st Agent

2nd Agent

3rd Agent

Who Does Your Spouse Want to Be His or Her Agent Under the Financial Power of Attorney?(Required)

1st Agent

2nd Agent

3rd Agent

Healthcare Power of Attorney

This document names the person or people you want to make medical decisions for you if you are not able to communicate with the doctors.

Who Do You Want to Be Your Agent Under Your Healthcare Power of Attorney?(Required)

1st Healthcare Agent

2nd Healthcare Agent

3rd Healthcare Agent

Who Does Your Spouse Want to Be His or Her Agent Under the Healthcare Power of Attorney?(Required)

1st Healthcare Agent

2nd Healthcare Agent

3rd Healthcare Agent

Any Additional Information?

Do You Have an Additional Information You Want to Tell the Keyts?(Required)

Yes

Additional Information

Your Next Steps

Total Fees for Your Services

The amount for each document and the total for all your documents is shown below.

Trust Amendment & Certification of Trust

Price:

Will Amendment for You

Price:

Will Amendment for Your Spouse

Price:

Will Amendments for You & Your Spouse

Price:

Financial Power of Attorney Amendment for You

Price:

Financial Power of Attorney Amendment for Your Spouse

Price:

Financial Power of Attorney Amendment for You & Your Spouse

Price:

Healthcare Power of Attorney Amendment for You

Price:

Healthcare Power of Attorney Amendment for Your Spouse

Price:

Healthcare Power of Attorney Amendment for You & Your Spouse

Price:

HIPAA Authorization Amendment for You

Price:

HIPAA Authorization Amendment for Your Spouse

Price:

HIPAA Authorization Amendment for You & Your Spouse

Price:

Prepare Special Warranty Deed to Transfer AZ Land to Your Trust

Price:

Total Amount Payable to KEYTLaw, LLC

Your Next Steps

Step 1. Pay Your Fee

To pay your fee for your estate plan document amendments go to our secure online payment page or call our legal assistant Michelle Watkins at 480-664-7413 and give her your card information.

Step 2. Review This Questionnaire

When you click on the Submit icon below our system will send you and email that contains all the information you entered in this questionnaire. Please review that email and reply and tell us everything is correct or tell us anything you want to change.

Step 3. Make an Appointment to Sign Your Documents

Make an appointment with Richard C. Keyt (480-664-7472 & [email protected]) to sign your documents in our office at 7373 E. Doubletree Ranch Road, Suite 135, Scottsdale, AZ 85258. Go to Richard's online calendar and make an appointment. Plan on spending 30 - 60 minutes.