MEMORANDUM OF ESTATE PLAN TERMS
(WORKING DRAFT — NOT FOR EXECUTION; NOT A SUBSTITUTE FOR SIGNED WILLS, TRUSTS, OR OTHER LEGAL INSTRUMENTS)

Plan designation: Advanced Wealth Transfer Plan
Effective for drafting discussions as of: April 07, 2026

PARTIES AND PREMISES
    The undersigned client, test person (the "Client"), with marital status stated as [Marital status to be confirmed],
    has engaged professional counsel through [Lead counsel / advisor] regarding estate planning
    in or with respect to [Jurisdiction to be confirmed].

RECITALS

    WHEREAS, the Client seeks to memorialize directions for the preparation of binding legal instruments;

    WHEREAS, the Client has provided the following information for drafting purposes,
    which remains subject to verification and supplementation;

    WHEREAS, the Client’s stated planning objectives include: Based on intake, the key objectives are: Planning themes detected: business succession.

    WHEREAS, family and beneficiary context has been described as follows: People mentioned in sources: Name, Email, Phone, Contact, Pipeline, Lead, Company.

    WHEREAS, assets and related considerations have been summarized as follows: Asset profile should be expanded to include titled assets, retirement accounts, life insurance, closely held business interests, and real estate.

    NOW, THEREFORE, the Client directs that instruments prepared under this memorandum
    reflect the following articles, subject to final legal review, tax analysis, and jurisdictional requirements.

ARTICLE I — DECLARATION OF CLIENT DIRECTIONS

    Section 1.01. The Client directs counsel to prepare estate planning documents consistent
    with the plan framework identified above and with the operative provisions set forth below.

    Section 1.02. Until superseded by duly executed instruments, this memorandum constitutes
    instructions to drafting counsel only and does not itself create or amend any trust, will,
    contract, or fiduciary relationship.

ARTICLE II — OPERATIVE PLAN DESIGN (INSTRUCTIONS TO DRAFTING COUNSEL)

    The Client requests that proposed instruments incorporate, to the extent appropriate,
    the following design elements:

    (1) Specific strategies identified during intake: • ✅ Action Items [Alex] Send a finalized list of all financial account numbers and life insurance policy details by Friday..
    (2) Prepare a coordinated core package that generally includes a revocable trust-centered plan, pour-over wills, durable financial powers of attorney, healthcare directives, and HIPAA authorizations as appropriate to the client’s jurisdiction.
    (3) Review titling and beneficiary designations so the legal documents and transfer mechanics work together.
    (4) Document fiduciary roles, successor order, and practical administration guidance to reduce family friction.
    (5) Model whether advanced gifting, irrevocable trust structures, valuation planning, or charitable vehicles should be part of a phased strategy.

ARTICLE III — MATTERS TO BE REFLECTED OR VERIFIED IN FINAL INSTRUMENTS

    The following matters shall be addressed, clarified, or confirmed in the execution-stage documents:

    (1) Confirm legal names, family tree, and fiduciary contact details.
    (2) Collect current deeds, account statements, beneficiary designations, and any existing estate documents.
    (3) Verify state-specific execution requirements and planning constraints.
    (4) Schedule a recommendation review meeting with the client before drafting final documents.

ARTICLE IV — DISCOVERY AND MEETING RECORDS

    Section 4.01. [No additional discovery themes captured in the workspace.]

    Section 4.02. [No transcript-specific follow-up clauses captured.]

ARTICLE V — ACKNOWLEDGMENT; NO BINDING EFFECT OF THIS MEMORANDUM

    The Client acknowledges that this memorandum is a draft instruction sheet for counsel,
    that it is not signed or acknowledged before a notary or other officer unless separately executed,
    and that no legal duty, devise, bequest, or appointment is effective unless and until expressed
    in properly executed instruments under applicable law.

EXECUTION

    [Signature and acknowledgment blocks for final instruments to be attached to executed versions only.]

_______________________________________          ______________________
Client (print name)                              Date

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NOTICE: This document is generated for professional drafting support. It does not constitute
legal advice to any person who is not the engaging attorney’s client. Tax, creditor, family law,
and regulatory issues must be confirmed before any instrument is presented for signature.