Estate planning information form

Client #1

Full Name:_____________________________________________________

Home Address:_________________________________________________

__________________________________________________________________

Home Phone: _____________________Cell Phone:_________________

Work Phone:_____________________Work Email__________________

 

Client #2

Full Name: ________________________________________________________

Home Address:  _________________________________________________

___________________________________________________________________

Home Phone: ___________________________Cell Phone:_______________

Email:_______________________________________________________________

Work Phone:___________________________Work Email:_______________

 

Referred by:    _____________________________________________________

What estate planning documents are currently in place? Please provide copies

__________________________________________________________________________________

 

FAMILY

*Please indicate if any children are not from the current marriage.

___________________________________________________________________________

Child or Dependent’s full name:_______________________________

Address__________________________________________________________

Birthdate:________________________________________________________

Spouse:___________________________________________________________

*repeat as necessary for each child/dependent

_________________________________________________________________________

Grandchild’s full name________________________________________________

Address__________________________________________________________________

Birthdate:________________________________________________________________

Parent:___________________________________________________________________

*repeat as necessary for each grandchild

Trustee/Executor

Who do you want to act as Trustee or Executor to manage and distribute your estate?

Client 1 1st______________________________  Client 2  1st____________________________________

2nd________________________                          2nd_____________________________________

3rd_________________________                         3rd_____________________________________

 

Durable Power of Attorney for property

If you become unable to make financial decisions, who should make them on your behalf?

Client 1  1st__________________________  Client 2  1st_____________________________

2nd_________________________                   2nd_____________________________

3rd__________________________                   3rd______________________________

Durable Power of Attorney for Health Care

If you become unable to make health care decisions, who should make them on your behalf?

Client 1  1st_______________________________  Client 2  1st_______________________________

2nd_____________________________                     2nd_______________________________

3rd_______________________________                   3rd_______________________________

 

Guardian of Minor Children

Pleased provide name (s) and address(es)

1st___________________________________________

2nd___________________________________________

 

At what age(s) should the children receive their share of the estate?    ______________

What restrictions, if any, should be placed on the funds?_______________________________

Who should manage your children’s  inheritance until they reach the specific age?

_____________________________________________________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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