Agency Planning Documents

Please fill out this highly secure form as completely as you can. Many sections only apply to some families, so skip anything that doesn’t apply to you. Nothing you enter here is sent anywhere automatically — see below for how to deliver it to your lawyer once you are done.

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Your personal info

Name prefix

Your first name*

Your last name*

Name suffix

Your full name*

Your name as it appears on government issued ID

Any other names you use

Your email address*

Your most reliable email address, for your lawyer to contact you about your documents

Your phone number*

Include the area code; a country code is optional (e.g. +1 555-555-0100).

Your pronouns*

Your date of birth*

Your place of birth*

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

Your Social Security number*

Current Address

Street*

City*

County*

State or province*

Zip or postal code*

Your Affidavit of Family Tree

Fill out each set of fields for each side of your family, to the best of your ability. 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. If anything about your family needs explaining — estrangements, adoptions, or other unusual circumstances — use the Family notes field at the end of this section.

Your spouses, relevant exes, and descendants

Spouses and co-parents

Anyone you ever married or had a child with.

Full name*

Relationship*

Ex. husband, ex-wife, co-parent, baby mama

Address

Pronouns*

Wedding Date

Divorce Date

Deceased?

Notes

Anything you want your legal advisor to know about this person; will not automatically appear in documentation

Your children

Full name*

Relationship*

Pronouns*

Deceased?

Address*

Date of birth*

Related to

Name*

Relationship to client

Pronouns

Co-parent relationship

What this child’s other parent is to them.

Your grandchildren

Full name*

Pronouns*

Deceased?

Address

Related to

The parent of this grandchild.

Name*

Relationship to client

Pronouns

Your parents

(If Applicable) Your parents' divorce year

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

Parent A

Full name*

Your parent’s current full legal name.

Parent's relationship to you*

For example mother.

Pronouns*

Address*

Parent's maiden/original name

Parent's year of death

If your parent has passed, the year they died, as yyyy.

Parent’s siblings, including adoptive siblings, step-siblings, and half-siblings

Full name*

Pronouns*

Address

Deceased?

First cousins, Parent A side

Parent A’s siblings' children — your first cousins on this parent’s side.

Full name*

Parent

Name*

Relationship to client

Pronouns

Pronouns*

Address

Deceased?

Your first parent’s (other) marriages

Full name*

Address

Divorce year

If applicable, the year this marriage ended in divorce, as yyyy.

Death year

If this spouse has passed, the year they died, as yyyy.

Pronouns*

Parent B

Full name*

Your birth father’s or other Second parent’s current legal name

This parent's relationship to you*

Probably father

Pronouns*

Address*

This parent's previous name

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

This parent's year of death

Your birth father or other this parent’s year of death, if they have passed, as yyyy.

Your second parent’s siblings

Your second parent’s immediate siblings.

Full name*

Pronouns*

Address

Deceased?

Your second parent’s neblings

Your second parent’s siblings' children — your first cousins on this parent’s side.

Full name*

Parent

Name*

Relationship to client

Pronouns

Pronouns*

Address

Deceased?

Your second parent’s other marriages

Full name*

Address

Divorce year

If applicable, the year this marriage ended in divorce, as yyyy.

Death year

If this spouse has passed, the year they died, as yyyy.

Pronouns*

Your first cousins' children

Your first cousins' children — your first cousins once removed.

Full name*

Relationship*

Pronouns*

Address

Parent

Name*

Relationship to client

Pronouns

Deceased?

Your siblings

Your full siblings' info

Your siblings by the same parents.

Full name*

Relationship*

Deceased?

Address*

Date of birth*

Pronouns*

Your neblings' info

Your siblings' children.

Full name*

Relationship*

Deceased?

Address

Parent

Name*

Relationship to client

Pronouns

Pronouns*

Your half- and step-siblings' info

Your step or half siblings from either parent’s other relationships.

Full name*

Relationship*

Deceased?

Address*

Parent

Name*

Relationship to client

Pronouns

Date of birth*

Pronouns*

MORE neblings' info

Your half or step siblings' children.

Full name*

Relationship*

Deceased?

Address

Parent

Name*

Relationship to client

Pronouns

Pronouns*

Family notes

Notes about your family

Any special notes regarding your family tree, such as estrangements, adoptions, or other unusual circumstances.

Your document details

Your Living Will specifics

The Living Will document will only be relevant in the event that:

you are unable to communicate in any manner, or lack the capacity to make yourself reliably understood, and also
you have an incurable or irreversible mental or physical condition with no reasonable expectation of a meaningful recovery, such that medical intervention is required to keep you alive but will not restore you to capacity.

Note	These directives are for your healthcare proxy, not for physicians. Doctors will be asking your proxy to interpret these directives and convey your wishes.

Principles guiding healthcare decisions

In such a situation, what values or principles should guide decisions about your continued healthcare? Here are some examples, but please try to articulate your own:

I believe that wisdom is possible at all phases of living and dying, and I do not wish for my life to be cut short, unless and until I have had no brain function for 24 hours.
My primary aim is to avoid suffering. Medical care should be calculated to diminish pain, both physical and mental, even if this may hasten my passing.
I do not wish to languish without joy in my surroundings, loved ones, food, or art.

Definition of undesirable quality of life

How would you define the point at which you will have reach an undesirable quality of life, such that you might wish to decline some types of medical care? (Check all that apply)

a terminal condition

a permanently unconscious condition

a minimally conscious condition in which I am reasonably expected to be or to become permanently unable to make decisions, express my wishes, or live my life with meaning and participation

Withhold and withdraw

Check the procedures and treatments that you DO NOT want in the event that you are unable to make or communicate decisions IF the administration of such treatments will not restore you to health or capacity.

surgery

antibiotics

cardiac and pulmonary resuscitation

non-invasive respiratory support

invasive respiratory support (intubation)

blood and blood products

chemotherapy

radiation therapy

invasive diagnostic tests

artificial nutrition

artificial hydration

dialysis

DO perform

Any procedures and treatments you will wish to ensure are performed

I DO want the above referenced "withheld procedures" to be performed if they will provide pain prevention or relief.

I DO want maximum pain relief, even if it may hasten my death.

Withholding conditions and notes

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

I wish for these procedures or treatments ONLY in the event that their temporary administration will facilitate my return to a state in which they are no longer necessary.

I want these procedures or treatments to be aborted if they show no signs of improving my condition within a week (7 days) of their initiation.

I do NOT want antibiotics even if the doctors say it will reduce suffering.

Preferred place of final care

Where would you prefer to live out your final days, if it is practicable for your loved ones to appropriately move and care for you in the desired environment? (Rank the following)

Home
Hospice
Hospital
Nursing or Rehabilitation Facility

Other notes about your wishes

Any special notes regarding the treatment of your condition when you are unable to carry it out yourself. Use this spot to reiterate any rejected end-of-life settings deleted from your Preferred place of final care.

Healthcare and legal agents

These are four separate roles, and your choice for one does not carry over to the others — you may name the same person for all of them, or different people for each:

A healthcare proxy agent makes medical decisions on your behalf when you cannot make them personally.
A healthcare informed individual has no decision-making power, but is authorized to see your medical records and speak with your doctors.
A power of attorney agent manages your financial and legal affairs.
A trustee manages assets placed in a trust for a beneficiary, which is a narrower job than a general power of attorney agent.

Row order for POA agents, trustees, and remains agents is priority order — the first row is who is asked first, with later rows only stepping in if an earlier one is unable or unwilling to serve.

Healthcare proxy agents

People who will serve as healthcare proxy agents. Their relationship, phone number, email, and home address are required (and auto-filled if already on file elsewhere in this form).

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Healthcare informed individuals

Additional people you authorize to speak to your doctors or access your medical records. Their relationship, phone number, email, and home address are required.

Informed person

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Power of attorney agents

Your power of attorney agents. Their relationship, phone number, email, and home address are required (and auto-filled if already on file elsewhere in this form). Row order is priority — drag rows to reorder them, with your primary agent first.

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Your Last Will and Testament

Executors

Your primary executor is first and your successor executor is second. Both rows are required.

Executor*

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Executor*

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

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.

Real estate

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

Entity or agent

Identifier

The property’s address/deed name.

Note

Bank accounts

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

Institution

Identifier

An account number, or the institution’s name.

Note

Life insurance

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

Carrier

Policy ID

The policy number or other identifier.

Note

Retirement accounts

List any retirement accounts in your name.

Institution

Account ID

The account number or other identifier.

Note

Intellectual property

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

Entity or document

Title or ID

A registration number, or the work’s proper name.

Note

Other property

List any other major properties in your name, such as businesses or accounts not listed above, along with any notes.

Who to contact

Identifier

An account number or other identifier.

Note

Distribution

Estate portioning

Total: 0%

This section is for percentage shares of your residual estate — everything left over after specific gifts, debts, and expenses — not specific items. For a specific item (a car, a piece of jewelry, an heirloom), use Personalty (possessions) distribution below instead.

The percentages across every row here must add up to exactly 100%; the running total shown next to the section heading turns green once they do. A sole recipient should receive 100%.

Anyone you wish to leave a portion of your estate to.

Recipient

Name*

Relationship to client

Pronouns

Portion*

Personalty (possessions) distribution

Every recipient here (general or item-specific, primary or secondary) may be an individual person or a group — check "This is a group" and name it descriptively (e.g. "my cousins on my father’s side") instead of picking an individual. A group is not linked to any specific person record; it’s just a name, and optionally a phone/email for whoever should be contacted on the group’s behalf.

Start general, then get specific. You may start with something like all of my possessions or everything at the lake house. (Any category description will be assumed to have exceptions listed in other records.)

Also note that you may leave any item or category of items to any individual or category of individuals. Create a group of recipients using + Add new in the recipient selector, then creating a group label like my cousins on my father’s side or my sister Jeanie’s children and check "This is a group".

Item or category description

Be as specific, detailed, and colorful as you wish, such as "my grandmother’s diamond ring" or "the 1972 Fender Stratocaster I played in my first band" or "the '62 Corvette my dad restored and left to me" or even "because she always admired it, the white piano in my living room".

Recipient

Name*

Relationship to client

Pronouns

Phone

This is a group, not an individual

Successor recipient

If the primary recipient is unable or unwilling to accept this, who should receive it instead?

Name*

Relationship to client

Pronouns

Phone

This is a group, not an individual

Notes

Any special notes about this item, such as its location or any conditions on its transfer.

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.

Age of outright distribution*

If a beneficiary under your will is younger than this age at the time a bequest would otherwise be paid to them, it is instead held in trust until they reach this age.

Trustees

Your trustees. Their relationship, phone number, email, and home address are required (and auto-filled if already on file elsewhere in this form). Row order is priority — drag rows to reorder them, with your primary trustee first.

Trustee

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Trustee

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Other wishes

Guardianship wishes

A court gives significant weight to a documented guardianship preference, but it is not automatically binding — a court can decline to follow it if it finds the named guardian unfit, or if circumstances have changed by the time it matters. Naming a backup gives a court a fallback if a preferred guardian is unable or unwilling to serve, though this list is only as good as how current it is, so it’s worth revisiting after any major change in the family.

A guardian can be an individual, a couple (add one row per person, with matching Conditions), or a group — select + Add new and check "This is a group" the same way as for a personalty recipient.

Use Conditions for anything that should switch a court from this row to the next — for example "only while still married to Pat" or "only until the kids have all turned 10". Leave it blank for an unconditional choice.

Whom you would like a court to appoint as your minor children’s guardian, ranked in priority order — drag rows to reorder, with the most-preferred choice first.

Candidate guardian

Name*

Relationship to client

Pronouns

Phone

This is a group, not an individual

Conditions

e.g. "only while still married to Pat" or "only until the kids have all turned 10"

Special needs of children

Do any of your children have special needs? If so, please describe their needs, and the ideal resources required to accommodate those needs.

Persons unfit to be guardians

Is there anyone whom you think ought to be excluded from acting as guardian for your minor children? Please give their full name, their relationship to you, and the reasons you believe them to be unsuitable.

This information will be memorialized in a confidential letter to any judge who is ever called upon to make a decision about the guardianship of your minor children, and will be opened only in the event that the named individual attempts to gain legal custody.

Organ donation

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

emergency transplant

medical education

medical research

Agents for distribution of remains

Who you wish to manage your remains. Their relationship, phone number, email, and home address are required (and auto-filled if already on file elsewhere in this form). Row order is priority — drag rows to reorder them, with your primary agent first.

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Agent

Name*

Relationship to client

Pronouns

Phone*

Email*

Address

Funeral rites/wishes

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.

Form integrity and feedback

Problems with this form?

If this form constrained you in any way that prevented you from accurately conveying your wishes, please express any details here.

Feedback on this form

Please let us know if anything in this form did not work properly or was frustrating or confusing. We will use this feedback to improve the form for future users.

When you are finished, use Export Saved Data above to download a copy of your answers as a file, then submit that file via TitanFile as instructed by your lawyer. Do not send it by ordinary email.

If any issues are found when you export, you’ll be shown a summary with the option to jump back and fix them, or export anyway if something is intentionally left blank or you are just saving a copy.

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