## **Snow White**

### 1. Brief Overview Summary of Snow White's Current Life and Family

Snow White is a successful businesswoman living in San Diego, California, known for her kind heart and gentle nature. After overcoming challenges in her early life, including the loss of her parents and conflicts with her stepmother, Snow White has found happiness living with her husband, Florian Charming, in their Coronado home. She maintains close ties with her seven longtime friends and business partners, affectionately known as "The Seven." Snow White is focused on ensuring her estate is well-planned to provide for her family and loved ones, safeguard her assets, and support charitable causes close to her heart.

### 2. Snow White's Estate Planning Priorities

1. Protection and Provision for Family: Ensure her husband, children, and other dependents are well provided for and protected.
2. Guardianship Arrangements: Establish clear guardianship for her minor children in the event of her and her husband's untimely death.
3. Preservation of Assets: Safeguard the family's wealth, including real estate and business interests, from mismanagement or external threats.
4. Charitable Contributions: Allocate a portion of her estate to charitable causes, reflecting her values and desire to help others.
5. Funeral and Burial Preferences: Outline her wishes for funeral arrangements and any specific instructions regarding her final resting place.

### 3. Specific Details of Snow White's Estate

#### Personal Information

* Full Legal Name: Sarah White Charming
* Date of Birth: January 15, 1985
* Social Security Number: 123-45-6789
* Contact Information:
  * Address: 1122 Ocean Blvd, Coronado, CA 92118
  * Phone Number: (619) 555-7890
  * Email: sarah.white@charmingenterprises.com

#### Family Information

* Marital Status: Married
* Spouse's Full Name: Florian Charming
* Children's Names and Birthdates:
  * Rose Charming, born June 12, 2020 (Age: 4)
  * Leo Charming, born October 4, 2022 (Age: 2)

#### Other Dependents

* The Seven (longtime friends and business partners):
  * Donald "Doc" Smith, born March 1, 1970 (Age: 54)
  * Gregory "Grumpy" Johnson, born April 5, 1972 (Age: 52)
  * Henry "Happy" Williams, born May 10, 1974 (Age: 50)
  * Samuel "Sleepy" Brown, born June 15, 1976 (Age: 48)
  * Benjamin "Bashful" Davis, born July 20, 1978 (Age: 46)
  * Stanley "Sneezy" Miller, born August 25, 1980 (Age: 44)
  * Daniel "Dopey" Wilson, born September 30, 1982 (Age: 42)

#### Parents' Names and Addresses

* Stefan White (deceased)
* Elizabeth White (mother, deceased)
* Stepmother: Regina Black (deceased)

#### Asset Information

* Real Estate:
  * Primary Residence: 1122 Ocean Blvd, Coronado, CA 92118 – Owned jointly with Florian Charming
  * Vacation Home: 789 Forest Lane, Big Bear, CA 92315 – Sole ownership
* Bank Accounts:
  * Joint Checking Account, Wells Fargo Bank
    * Joint ownership with Florian Charming
    * Balance: $500,000
  * Personal Savings Account, Bank of America
    * Sole ownership
    * Balance: $250,000
* Investment Accounts:
  * Charming Investments Fund (stocks, bonds)
    * Joint ownership
    * Balance: $2,000,000
  * Personal IRA, Fidelity Investments
    * Sole ownership
    * Balance: $300,000
* Life Insurance Policies:
  * Term Life Insurance Policy, State Farm Insurance
    * Beneficiary: Florian Charming
    * Policy Amount: $1,000,000
* Personal Property:
  * Jewelry collection, including family heirlooms – Estimated value: $200,000
  * Art collection, including paintings and sculptures – Estimated value: $150,000
  * 2023 Tesla Model X – Estimated value: $80,000
* Digital Assets:
  * iPhone that contains photos and videos of her family
* Business Interests:
  * Charming Enterprises LLC (tech startup) – Joint ownership with Florian Charming and The Seven
    * Estimated value: $5,000,000
* Debts and Liabilities
  * Mortgage on Primary Residence: $800,000
  * Other Financial Obligations: None

#### Executors and Guardians

* Executor's Name and Contact Information:
  * Florian Charming, 1122 Ocean Blvd, Coronado, CA 92118
  * Phone Number: (619) 555-7891
  * Email: florian.charming@charmingenterprises.com
* Alternate Executor's Name and Contact Information:
  * Donald "Doc" Smith, 456 Dwarf Lane, La Jolla, CA 92037
  * Phone Number: (619) 555-7892
  * Email: doc.smith@charmingenterprises.com
* Guardian for Minor Children:
  * Aurora Rose (close friend), 789 Sleeping Beauty Ln, Pasadena, CA 91101
  * Phone Number: (626) 555-7893
  * Email: aurora.rose@gmail.com
* Alternate Guardian for Minor Children:
  * Flora, Fauna, and Merryweather Foster (family friends)
  * 123 Fairy Godmother Ave, San Francisco, CA 94110
  * Phone Number: (415) 555-7894
  * Email: fairy.godmothers@gmail.com

#### Beneficiaries

* Primary Beneficiaries:
  * Florian Charming (husband)
  * Rose Charming (daughter)
  * Leo Charming (son)
* Alternate Beneficiaries:
  * The Seven (extended family)

#### Specific Bequests:

* Jewelry collection to Rose Charming
* Tesla Model X to Leo Charming
* Vacation Home in Big Bear to The Seven

#### Funeral and Burial Preferences

* Funeral Arrangements: Eco-friendly burial at Greenwood Memorial Park & Mortuary, San Diego
* Special Instructions: Wishes for a celebration of life ceremony, incorporating her love for nature and technology

#### Charitable Contributions:

* 10% of the estate to the San Diego Children's Hospital
* 5% to the California Wildlife Conservation Society

#### Pet Care Instructions: 

* N/A (no pets mentioned)

#### Legal Considerations:

* Previous Wills: Kept in the family safe at primary residence
* Power of Attorney: Florian Charming for financial and medical decisions
* Health Care Directives: Living will specifying desires for medical treatment in case of incapacitation