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Estate Planning Worksheet
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Husband's Legal Name
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Also Known As
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Prefer to be called
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Birth date
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SS#
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US Citizen?
Home Address
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City
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State
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Zip
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Home Telephone
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County of Residence
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Business Telephone
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Employer
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Position
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Business Address
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City
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State
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Zip
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Email Address
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Date of Marriage
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Wife's Legal Name
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Also Known As
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Prefer to be called
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Birth date
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SS#
Your answer
US Citizen?
Home Address
Your answer
City
Your answer
State
Your answer
Zip
Your answer
Home Telephone
Your answer
County of Residence
Your answer
Business Telephone
Your answer
Employer
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Position
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Business Address
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City
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State
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Zip
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Email Address
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