Estate Planning Forms

Affinity Plus Investment Center

We believe banking should make your life easier and provide you the opportunity to achieve your dreams. When it comes to your estate, the following forms make your planning process even easier.


Downloadable Forms

These forms are provided for you in PDF format to download and print out.

Health Care Directive Survey Form

A health care directive allows you to select one or more primary and alternate agents to make health care decisions for you if you are unable to speak for yourself.

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Last Will and Testament Survey Form

A will controls those assets you leave behind titled just in your name and that do not have a beneficiary attached to them.

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Power of Attorney Survey Form

Select an agent called your “Attorney-in-Fact” to manage your financial affairs if you are incapacitated and unable to make financial decisions.

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Quitclaim Deed Survey Form

A Quitclaim Deed is used to transfer real property such as your home, farmland, undeveloped land, cabin and/or hunting land into your trust.

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Revocable Trust Survey Form

A revocable trust provides a confidential way to manage your assets during incapacity and to transfer assets at death.

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Transfer on Death Deed Survey Form

The Transfer on Death Deed (TODD) is used to name beneficiaries on any real property that you own within the state of Minnesota.

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Trust Funding Instructions

Instructions for transferring assets into your Revocable Living Trust.

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Trust Survey Form

A trust allows you to plan how you will care for yourself during a period of incapacity.

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Waiver, Consent & Acknowledgement of Potential Conflict of Interest Form

Affirm your understanding of our Estate Planning advising and services.

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