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?

_____________________________________________________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Who We Are

Thanks for joining us!

Meet Joel

Joel S. Hymen is an attorney of over 30 years of experience in a wide range of legal areas. He received his Bachelors of Science in Education from Northwestern University and his Juris Doctor with honors from IIT Chicago Kent College of Law. While at Chicago Kent, Hymen was a member of the Law Review and received the prestigious bar and gavel award for his excellent contributions to the law school community.

Hymen is a Past President of The Decalogue Society of Lawyers and a member of the Illinois State Bar Association, the Chicago Bar Association, the National Association of Consumer Bankruptcy Attorneys and the American Bankruptcy Institute.  He is also a member of the National Association of Consumer Advocates.

Student Loans

Attorney Hymen has recently expanded his practice to Student Loan Law, having become certified in the intricacies of Student Loan Law and all that it entails.  He has hired Adrienne Schwarzbach Johnson, a financial aid and student loan professional with over 30 years of experience.  She has been an active member of the National, Regional and Illinois Associations of Student Financial Aid Administrators, and a graduate of the Illinois Women’s Institute for Leadership.  Together they can help sort out repayment, rehabilitation, default and even forgiveness issues with regard to your student debt.

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Our competent, experienced, and compassionate office staff are dedicated to providing you with individualized service.