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: $497
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, select the documents you and your spouse (if married) want to amend.

Estate Plan Amendment Questionnaire

Questionnaire Date(Required)

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 rck@keytlaw.com.

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 $497. Ancillary Estate Plan Document Amendments are $200 for Each Document or $300 for 2 of the Same Documents for Both Spouses(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.

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 Gender(Required)

Male

Female

Your Marital Status(Required)

Single

Married

Information About Your Spouse

Children Information

Have You Had Any Children Since You Signed Your Trust?

Yes

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

Select from a List or Enter a New Name

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

Your Revocable Living Trust

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

Yes

Last Will & Testament

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.

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.

Any Additional Information?

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

Yes

Your Next Steps

Total Fees for Your Services

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

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 & rck@keytlaw.com) 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.