Introducing 

Prezi AI.

Your new presentation assistant.

Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.

Loading content…
Transcript

Estate Document Details

Gary & Diane Roope

Document

Overview

Document Overview

- Revocable Living Trust (Joint with Survivor's Trust)

- Pour-Over Will (Simple)

- Power of Attorney (Durable)

-Advance Medical Directive (Springing)

Purpose: Take any remaining items and place in the trust at passing of testator

Pour Over Will

Will

Article One: Declaration of Will

Article Two: Family Information

Article Three: Executor and Disposition of Estate

Article Four: Estate Administration

Article Five: General Provisions

Will Details: Gary Ralph Roope

Gary Roope

  • 12 Locksley Dr., Hampton VA 23666
  • Spouse: Dianne Marie Roope
  • DOB: 08/05/1955
  • Children :
  • Norman Edward Roope (son)
  • Jayden, Jessalyn and Landon
  • Mark A. Roope (son)
  • Christopher Roope (son)
  • William Roope (son)
  • Mark E. Roope (son)
  • Tyler, Ashley and Janie

Will Details: Gary Ralph Roope

  • Executor: Diane Roope & Melissa Mills (Joint)
  • Backup: Natalie Roope (daughter in law)
  • Second Backup:
  • Distribution: To Trust

Executor

Will Details: Diane Marie Roope

  • 12 Locksley Dr., Hampton VA 23666
  • Spouse: Gary Ralph Roope
  • DOB: 01/13/1951
  • Children :
  • Cami Leigh Rosenberg-Dews
  • Teri Michelle Powell
  • no children provided for in any documents

Diane Roope

Will Details: Diane Marie Roope

Executor

  • Executor: Diane Roope & Melissa Mills (Joint)
  • Backup: Natalie Roope (daughter in law)
  • Second Backup:
  • Distribution: To Trust

Power of Attorney

Power of Attorney:

Gary Roope

  • Agent: Diane Roope
  • Backup: Melissa Mills
  • Second Backup:
  • Limitations:

Diane Roope

  • Agent: Gary Roope
  • Backup: Melissa Mills
  • Second Backup:
  • Limitations:

Advance Medical Directive

Advance Medical Directive

Gary Roope

  • Agent: Diane Roope
  • Backup: Melissa Mills
  • Second Backup:
  • Limitations:
  • Specific Wishes:

Diane Roope

  • Agent: Gary Roope
  • Backup: Melissa Mills
  • Second Backup:
  • Limitations:
  • Specific Wishes:

Joint Revocable Living Trust

Revocable Living Trust: Overview

  • Supplemental Needs Trust
  • Underage/Incapacitate Beneficiaries
  • Trust Administration/Trustee Powers
  • General Provisions
  • Establishing My Trust
  • Family Information
  • Trustee Succession
  • Administration During Incapacity
  • Administration Upon Death of Either Grantor
  • Specific Distributions
  • Division of Trust Estate
  • Survivor's Trust
  • Residuary
  • Remote Contingent Distribution
Learn more about creating dynamic, engaging presentations with Prezi