Mesa EP Interview

Attorney Tool

Joint Trust (two settlors)

Settlor 1

Full Legal Name*

SSN

Date of Birth

Gender Noun*

Address

City

State

Zip

County of Residence

Settlor 2

Full Legal Name*

SSN

Date of Birth

Gender Noun*

Address

City

State

Zip

County of Residence

Same address for Settlor 2

Children

Blended family

No children added.

Successor Trustees (Ranked Order)

Use ↑↓ to reorder. “+ Co-Trustee” adds a person to serve together at the same rank.

#1 Full Legal Name

Address

Phone

Email

Healthcare Agents

Same for both settlors

Add agents in priority order. Use “Spouse as #1” to prefill.

Both Settlors

Healthcare POA Effective When?

ImmediateSpringing (upon incapacity)

Same agents for Mental Healthcare POA

Financial POA Agents

Same for both settlors

Add agents in priority order. Use “Spouse as #1” to prefill.

Both Settlors

Financial POA Effective When?

ImmediateSpringing (upon incapacity)

Trust Protector

Entity Name