ATLAS Estate Planning Intake — Tre Capital Trust Administration

1

Plan Setup

Select your estate plan type and primary state of residence. This determines which documents ATLAS will prepare for you.

Select Your Estate Plan Type

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Married Couple

Joint revocable living trust, pour-over wills, durable financial & healthcare powers of attorney for both spouses.

✓

👤

Single Individual

Individual revocable living trust, last will & testament, durable powers of attorney, and healthcare directives.

✓

🏢

Business Owner

Full estate plan plus business succession planning, buy-sell provisions, LLC/entity transfer strategies, and key-person directives.

✓

👨‍👩‍👧‍👦

Blended Family

Custom trust structure for remarried couples with children from prior relationships — QTIP, separate trusts, and protective provisions.

✓

2

Primary Client Information

Personal details for the primary trust grantor and plan holder.

Legal Name & Identity

First Name *

Middle Name

Last Name *

Suffix

Date of Birth *

SSN Last 4 Digits

Contact & Address

Phone Number *

Email Address *

Street Address *

City *

State

ZIP Code

County

Marital Status

Citizenship & Prior Plans

U.S. Citizenship Status

Prior Estate Plan Exists?

3

Spouse / Partner Information

Legal information for the co-grantor, co-trustee, and second principal of the estate plan.

ℹ

For blended family plans, indicate if this is a second marriage and list any children from prior relationships in Step 4.

Legal Name & Identity

First Name *

Middle Name

Last Name *

Suffix

Date of Birth

SSN Last 4 Digits

Contact & Address

Phone Number

Email Address

Same Address as Primary Client?

Date of Marriage

4

Children & Dependents

List all children (biological, adopted, step-children) and any other dependents who should be considered in your estate plan.

Children

Other Dependents

Other dependents, special needs individuals, or elderly parents to consider

5

Asset Inventory

List major assets to be included in or coordinated with your trust. Approximate values are sufficient.

Other Assets (vehicles, jewelry, art, collectibles, crypto, etc.)

6

Fiduciary Designations

These individuals will manage your estate and make decisions on your behalf. Name a primary and at least one alternate for each role.

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Fiduciaries must be legal adults (18+) and mentally competent. Corporate trustees (banks/trust companies) are also acceptable. Provide full legal names.

Successor Trustee

Primary Successor Trustee

Full Name

Relationship

Phone / Email

Alternate Successor Trustee

Full Name

Relationship

Phone / Email

Personal Representative (Executor)

Primary Personal Representative

Full Name

Relationship

Phone / Email

Alternate Personal Representative

Full Name

Relationship

Phone / Email

Guardian of Minor Children

Primary Guardian

Full Name

Relationship

Phone / Email

Alternate Guardian

Full Name

Relationship

Phone / Email

Financial Power of Attorney Agent

Primary Financial POA Agent

Full Name

Relationship

Phone / Email

Alternate Financial POA Agent

Full Name

Relationship

Phone / Email

Healthcare Power of Attorney Agent

Primary Healthcare POA Agent

Full Name

Relationship

Phone / Email

Alternate Healthcare POA Agent

Full Name

Relationship

Phone / Email

7

Distribution Preferences

How should your assets be distributed to beneficiaries? Describe your wishes for trust distribution during life and at death.

Primary Distribution Plan

Primary Distribution — Describe your wishes

Distribute to Children at What Age?

Staged Distribution Details (if applicable)

Per Stirpes or Per Capita?

Per Stirpes (recommended) Per Capita

Specific Bequests

Charitable Giving

Charitable gifts or donations to include in your plan

8

Healthcare Directives

Your wishes for medical treatment if you are unable to communicate. These form the basis for your Advance Healthcare Directive and Medical POA.

Life-Sustaining Treatment

If you have a terminal condition with no reasonable chance of recovery, do you want life-sustaining treatment?

Yes — continue all treatment No — allow natural death (DNR) Defer to my healthcare agent

Artificial Nutrition & Hydration (feeding tube)

Yes — provide No — do not provide Defer to agent

Pain Management

Maximum comfort, even if it may hasten death Pain relief, but do not hasten death

Organ Donation & Funeral Preferences

Organ Donation

Funeral Preference

Additional Healthcare Instructions / Special Wishes

9

Digital Assets & Online Presence

Governed by RUFADAA. Your digital assets may have significant value and require specific access and transfer instructions.

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Security Note: Do not enter actual passwords here. Indicate where credentials are stored (e.g., 1Password vault, safety deposit box, etc.).

Cryptocurrency & Digital Financial Assets

Do you own cryptocurrency?

Approximate Crypto Value

Crypto platforms / wallets (no passwords)

Where are crypto access credentials / seed phrases stored?

Password Manager & Digital Access

Password Manager Used

Where Is Master Access Stored?

Online Accounts & Social Media

Social Media Wishes at Death

Delete all accounts Memorialize Facebook Preserve Instagram Preserve LinkedIn Defer to digital fiduciary

Digital Business / Revenue Accounts (websites, shops, subscriptions)

Additional Digital Asset Instructions

10

Business Succession Planning

Details about your business interests and your wishes for continuity, transfer, or liquidation upon death or incapacity.

Business Information

Succession Wishes

Upon Your Death, What Should Happen to Your Business?

Transfer to named successor Sell and distribute proceeds Continue operating via trustee Pass to key employees (buy-sell)

Successor / Key Person Name

Their Role / Relationship

Existing Buy-Sell Agreement?

Additional Business Succession Notes

11

Additional Notes & Final Instructions

Any additional context, special concerns, or messages for Tre Capital to consider when drafting your estate plan.

Special Circumstances

Special Needs, Disability, or Vulnerable Beneficiary Considerations

Family Conflict or Sensitive Dynamics to Note

Real Property in Multiple States?

Legacy & Personal Messages

Legacy Letter / Ethical Will — Message to Your Family (Optional)

Questions or Instructions for Tre Capital Trust Administration

Consent & Authorization

📋

This intake questionnaire is for estate planning preparation purposes only. It does not constitute legal advice or create an attorney-client relationship. Your information will be used by Tre Capital Trust Administration to prepare a draft estate plan for attorney review.

Plan Setup

Married Couple

Single Individual

Business Owner

Blended Family

Primary Client Information

Spouse / Partner Information

Children & Dependents

Asset Inventory

Fiduciary Designations

Primary Successor Trustee

Alternate Successor Trustee

Primary Personal Representative

Alternate Personal Representative

Primary Guardian

Alternate Guardian

Primary Financial POA Agent

Alternate Financial POA Agent

Primary Healthcare POA Agent

Alternate Healthcare POA Agent

Distribution Preferences

Healthcare Directives

Digital Assets & Online Presence

Business Succession Planning

Additional Notes & Final Instructions

Your Intake Package Is Ready