PERSONAL ESTATE PLANNING QUESTIONNAIRE
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The information requested on this form is vitally important so that an estate planning attorney can understand your present situation and your wishes for the future. If you are married and all information on this worksheet is identical for you and your spouse, complete only one worksheet. If information for each spouse differs on any particular matter, make a copy of the applicable worksheet so each spouse has a separate one.
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Husband's full name, DOB, phone, e-mail *
Wife's full name, DOB, phone, e-mail *
What is your marital status? *
Required
What is your primary motivation for estate planning? (Select one or more) *
Required
How soon would you like to complete planning? Is there a specific deadline, such as an upcoming trip, surgery, etc.? *
How soon would you like to complete planning? Is there a specific deadline, such as an upcoming trip, surgery, etc.? *
Do you presently have any estate planning documents? *
Are any of your children not from your current marriage? *
Do any of your children or other beneficiaries have disabilities or special needs? *
Do you own a farm or business? *
Are you a U.S. citizen? *
Is your estate estimated to be worth more or less than 10 million? *
Required
Do you want your estate transferred to your spouse and if they pre-decease to your children equally? *
List all of your children and/or beneficiaries inheriting under the will: (Name, Address, Age, Relationship) *
APPOINTMENTS
GUARDIAN
If you have minor children or an incompetent child, you will need to appoint a guardian. The guardian is responsible for the day-to-day care of the child. You do not have to name an alternate guardian in the event your first choice cannot serve. You may indicate more than on "Co-" as well.
Please indicate "GUARDIAN" & "ALTERNATE" below:
PERSONAL REPRESENTATIVE/SUCCESSOR TRUSTEE
Somebody you trust to be fair and impartial to carry out your intentions about your estate should be named as your Personal Representative/Successor Trustee. They would be responsible for managing assets if you could not manage assets due to incompetency and be your representative to the court in any probate proceeding. The successor trustee would distribute assets to beneficiaries after death.
Please indicate your "SUCCESSOR TRUSTEE" & "ALTERNATE" below:
HEALTH CARE AGENT
Who should be named to make medical decisions on your behalf including decisions regarding medical consents, life support issues and nursing home admission if you were unable to make these decisions yourself? (Typically, the primary agent is the spouse). It is not necessary to appoint the same person who is your successor trustee or personal representative as your health care agent(s), nor is it necessary for both spouses to have the same alternates.
Please indicate your "HEALTH CARE AGENT" & "ALTERNATE" below:
ASSETS
Do you own any REAL ESTATE? If so, please list address(es) below, along with how the property is titled, if known:
Do you have any checking, savings, CD's or any other BANK ACCOUNTS? If so, please list where the account is held and how it is titled, if known:
Do you have any IRA, 401K, ROTH IRA, or any other RETIREMENT ACCOUNTS? If so, please list where the account is held and how it is titled, if known:
Do you have any annuities, stocks, bonds, or any other INVESTMENTS held outside of a retirement account? If so, please list where the account is held and how it is titled, if known:
Do you have any VEHICLES? If so, please list the type, if there is a loan and how it is titled, if known:
Do you have any interest in any BUSINESS, whether LLC, partnership, S-Corp? If so, please list name of business and your percentage of ownership:
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