ADVANCED ESTATE PLAN PACKET: TRUST(S), POUR-OVER WILL & ASSOCIATED DIRECTIVES QUESTIONNAIRE

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "ADVANCED ESTATE PLAN PACKET: TRUST(S), POUR-OVER WILL & ASSOCIATED DIRECTIVES QUESTIONNAIRE"

Transcription

1 ADVANCED ESTATE PLAN PACKET: TRUST(S), POUR-OVER WILL & ASSOCIATED DIRECTIVES QUESTIONNAIRE 901 N.E. Loop Suite 800 San Antonio, Texas Tel: (210) Fax: (210) Revised: December 2013

2 I. INSTRUCTIONS AND CURRENT ESTATE PLAN SNAPSHOT INSTRUCTIONS Please complete this form as thoroughly as possible. Leave questions blank that do not apply to your situation. Write TBD in the space provided (which stands for to be determined ) for any question that you are either: o Unsure whether it applies; or, o Do not have the information handy; or, o In the case of asset values, do not have definite or good ballpark information. When completed, the form can be given to us: o In person; o By mail at the address listed on this questionnaire s cover sheet; or, o Via your MyCase account (if one already has been created) at We prefer that the questionnaire and copies of any existing estate planning documents not be submitted by fax. Handwritten information in a fax sometimes is difficult to decipher. CURRENT ESTATE PLAN SNAPSHOT Regarding your current estate plan, do you have: A Will? If you have a Will, does it contain one or more codicils (a codicil is an amendement that adds or changes a specific provision without replacing the entire Will)? A Living Trust (a Living Trust exists now, in contrast to a Testamentary Trust which is specified in a Will and only comes into existence after death when the Will is probated)? A Durable Power of Attorney? A Medical Power of Attorney? A Directive to Physicians (sometimes called a Living Will )? A Declaration of Guardian for Minor Children? A Declaration of Guardian for Self (in the event of incapacity during life)? Any other instrument you consider part of your estate plan? If you answered yes to any of the estate plan snapshot questions above, please include a copy of the applicable estate planning instrument when returning this questionnaire. Page 2 of 36

3 II. PERSONAL AND EMPLOYMENT INFORMATION PERSONAL Full Name Home Home Phone Date of Marriage Cell Phone Date of Birth Social Security No. Driver s License No. U.S. Citizen Remainder of page blank Page 3 of 36

4 EMPLOYMENT Employer Position Work Phone III. CHILDREN Please list all natural born or adopted children. Place an asterisk next to the name of any child that is not also a child of your current spouse (i.e. a child from a previous marriage or relationship of either spouse). First Child Second Child Full Name Date of Birth If your child is married, list your child s spouse s name INFORMATION BELOW APPLIES ONLY TO ADULT OR EMANCIPATED CHILDREN. If your child has had children, list the names and dates of birth of your grandchildren Page 4 of 36

5 Third Child Fourth Child Full Name Date of Birth If your child is married, list your child s spouse s name INFORMATION BELOW APPLIES ONLY TO ADULT OR EMANCIPATED CHILDREN. If your child has had children, list the names and dates of birth your grandchildren Please use a continuation sheet as needed for additional children. Do you have any children who are no longer alive? If yes, did that child have children? Remainder of page intentionally blank Page 5 of 36

6 IV. PROFESSIONAL ADVISORS Please be assured that we will not contact the professional advisors listed below without your express permission. Gathering the info now helps save time later if the need to confer arises and you authorize contact. Accountant Insurance Agent Advisor s Name Firm Name Work Phone Fax Financial Planner Investment Broker Advisor s Name Firm Name Work Phone Fax Page 6 of 36

7 Bank Officer Other Advisor s Name Firm Name Work Phone Fax V. YOUR ESTATE PLANNING CONCERNS AND OBJECTIVES Please rate how important each of the below-listed concerns is to you using the following shorthand: H = high level of concern M = medium level of concern L = low level of concern N = no concern Concern H s Level W s Level 1. Desire to consolidate the lifetime and post-death management and distribution of all of our property and financial affairs (e.g. real estate, personal property, financial accounts and instruments, life insurance, etc.) into a trust or family of trusts. 2. Desire to manage our own property and financial affairs while we are alive and healthy and for my spouse to manage our affairs if I am incapacitated during life. 3. Desire to have a corporate fiduciary (e.g. bank or other institution with trust powers) manage our property and financial affairs while we are alive and healthy and if one or both of us becomes incapacitated during life. Page 7 of 36

8 4a. () Desire to make some gifts of money and/or property during my lifetime to (check all that apply): One or more of my minor children One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities Concern 4b. () Desire to make some gifts of money and/or property during my lifetime to (check all that apply): One or more of my minor children One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities Concern H s Level W s Level 5. Desire to leave all of my property outright to my surviving spouse after my death while counting on my spouse to pass the remainder to our children and/or grandchildren and other common beneficiaries after my spouse s death. 6. Desire to leave some specific items of my property to certain beneficiaries after my death and then leave the remainder of my property outright to my surviving spouse after my death while counting on my spouse to pass the remainder to our children and/or grandchildren and other common beneficiaries after my spouse s death. [Note: Information on specific bequests will be asked for later] 7. Desire to use my all of my property to provide only for my spouse s needs after my death while retaining control over the final disposition of the remainder of my property after my spouse s death. Remainder of this page intentionally blank Page 8 of 36

9 8a. () If I have expressed a desire in question 7 above to retain control over the final disposition of the remainder of my property after my spouse s death, my intended beneficiaries include (check all that apply): One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities 8b. () If I have expressed a desire in question 7 above to retain control over the final disposition of the remainder of my property after my spouse s death, my intended beneficiaries include (check all that apply): One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities Concern H s Level W s Level 9. Desire to use my property to provide some financial support to other beneficiaries in addition to providing for my spouse s needs after my death while retaining control over the final disposition of the remainder of my property after my spouse s death. 10a. () If I have expressed a desire in question 9 above to use my property to provide some financial support for other beneficiaries in addition to my spouse, the other beneficiaries include (check all that apply): One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities 10b. () If I have expressed a desire in question 9 above to use my property to provide some financial support for other beneficiaries in addition to my spouse, the other beneficiaries include (check all that apply): One or more of my adult children One or more of my grandchildren One or more of my other relatives One or more non-related persons One or more charities Remainder of this page intentionally blank Page 9 of 36

10 Concern H s Level W s Level 11. Desire to protect our assets during our lifetime from lawsuits or creditors. 12. Desire to have flexibility to limit or withhold financial support to our children and/or grandchildren and other beneficiaries because of serious concerns (e.g. unstable marriage/possible loss of property in divorce, tendencies toward financial irresponsibility, drug dependency, mental instability, or similar issues). Other Concerns Not Covered Elsewhere 13a. Other concerns () please specify: 13b. Other concerns () please specify: Page 10 of 36

11 VI. OTHER IMPORTANT PLANNING FACTORS Factor 1. Have you and your spouse signed a premarital (pre-nuptial) or marital (postnuptial) property agreement? If yes, please provide a copy. 2. Are you or your spouse making payments pursuant to a divorce or property settlement agreement from a prior marriage? If yes, please provide a copy. 3. Have you or your spouse been widowed? If so, was a Federal estate tax return (IRS Form 709) required and filed? If yes, please provide a copy. 4. Have you or your spouse ever filed a Federal gift tax return (IRS Form 706)? If yes, please provide a copy. 5. Are you or your spouse currently the beneficiary of anyone else s trust? If yes, please explain below in additional relevant information. 6. Are you or your spouse anticipating a sizeable inheritance that would increase the size and value of your estate? If yes, please explain below in additional relevant information. 7. Do any of your intended beneficiaries have special educational, medical or physical needs? If yes, please explain below in additional relevant information. Yes / No Please describe any additional relevant information you wish the attorney to know regarding important estate planning factors that apply to one or both spouses: Page 11 of 36

12 TRUSTEE: VII. FIDUCIARY APPOINTMENTS Spouses generally have one trust or family of trusts managed by a trustee. Having one trust doesn t mean that all property gets lumped together. The trust(s) typically are structured so that each spouse s separate property and both spouses community property remains accounted for. For Living Trusts (i.e. a trust that is operative during the lifetime of the spouses), the primary trustee can be the spouses themselves. Alternate (successor) trustees are still required since at a minimum a successor trustee must be ready to step-in when the last surviving spouse passes away. Your trustee/successor trustee might be the same person or entity as the executor of your Will. If the trustee and executor are different persons or entities, some cooperation between the two functions normally is required Please indicate your desires below. Both spouses will serve as the primary trustee (co-trustees) during our life, and the surviving spouse will serve as sole trustee after the first spouse s death (if selected, only specify the 1st Alternate and 2nd Alternate trustees below). Other persons/entities will serve as primary trustee during our life and after the death of the first spouse to pass away (if selected, specify the Primary and Alternate trustees below). Primary Trustee (leave blank if spouses will serve as co-trustees and the surviving spouse will serve as sole trustee) Trustee s Name Page 12 of 36

13 Trustee s Name 1st Alternate Trustee Trustee s Name 2nd Alternate Trustee EXECUTOR: This is the person you wish to appoint to carry out the directions and requests in your Will. This will normally be your surviving spouse, close family member, trusted friend, or professional entity (e.g. Bank). Your executor has the responsibility to file your Will for probate; collect assets; pay all claims, expenses and taxes often in cooperation with the trustee; and, distribute any property not transferred to or owned by your trust to your heirs. s Will Executor s Name My surviving spouse Other person named herein s Will My surviving spouse Other person named herein Page 13 of 36

14 1 st Alternate s Name s Will s Will 2 nd Alternate s Name s Will s Will EXECUTOR: ESTATE ADMINISTRATION Factor Compensation: Do you want your Executor to receive compensation beyond reimbursement for reasonable expenses that will be paid from your estate? Note: Corporate executors require compensation beyond expenses. Bond: Do you want your Executor to serve without posting a bond? Estate Administration: Do you want your Executor to administer your estate under a dependent or independent administration? (a) A dependent administration requires maximum oversight by the court. Nearly every decision requires court approval. A dependent administration involves more time and cost. (b) An independent administration requires minimum oversight by the court. Most decisions are made without court approval. An independent administration involves less time and cost. Dependent / Independent Dependent / Independent Page 14 of 36

15 VIII. LIFE INSURANCE INSURED COMPANY POLICY (TYPE & NO.) FACE AMOUNT LOAN BALANCE OWNER H-W-CM-T-O BENEFICIARY CH-E-S-T-C-O Other TOTAL LEGEND Owner: H = W = CM = Community T = Trust O = Other Beneficiary: CH = Charity E = Estate S = Spouse T = Trust C = Child O = Other Page 15 of 36

16 IX. RETIREMENT ACCOUNTS PARTICIPANT EMPLOYER PLAN TYPE (E.g. IRA, 410(k), Thrift Savings Plan, etc.) ACCRUED BENEFIT LOAN BALANCE BENEFICIARY CH-E-S-T-C-O TOTAL Please use a continuation sheet as needed LEGEND CH = Charity E = Estate S = Spouse T = Trust C = Child O = Other Page 16 of 36

17 In addition to the retirement accounts listed above, are you currently receiving or do you anticipate receiving any of the following: Active duty military retirement? o If yes, have you elected (or do you intend to elect) the Survivor Benefit Plan (SBP)? Reserve or Guard military retirement? o If yes, have you made (or do you intend to make) a SBP election?? o If you have made (or intend to make) a SBP election, which option is it? A / B / C Federal Civil Service Retirement Annuity ( pension)? o If yes, is it CSRS or FERS? C / F o If yes, did you elect a Former Spouse Survivor Annuity (FSSA)? Remainder of page intentionally blank Page 17 of 36

18 ASSETS (Total Dollar Value) X. VALUE OF ASSETS AND LIABILITIES Separate property includes everything owned prior to the marriage in addition to everything received by gift or inheritance during the marriage. Normally, all other property is community property. This information helps in assessing whether your estates might be subject to Estate Tax after death. Asset Community Property H s Separate Property W s Separate Property Home Other Real Estate Household furnishings Jewelry Heirloom collectibles Cars Boats and other vehicles Other tangible personal property not included above (e.g. clothing, tools, computers, recreational equipment, etc.) Cash, Savings, Checking Financial Investments (e.g. CDs, Stocks, Bonds, Mutual Funds, etc.) Business Interests Oil, Gas or Mineral Interests Life Insurance (face amount from Section VIII on page 15) Page 18 of 36

19 Asset Community Property H s Separate Property W s Separate Property Retirement Accounts (accrued benefit from Section IX on page 16) Loans Receivable (i.e. loans you ve given) Prospective Inheritance Other (list): Other (list): Asset Total DEBTS (Total Dollar Value) Separate debt includes all debts incurred in your name prior to the marriage. It also includes all debts incurred in your name during marriage if the creditor agreed to look solely to you for payment. All other debts incurred during the marriage normally are community debts. Debts Community Debts H s Separate Debts W s Separate Debts Real Estate Mortgages Credit Cards Cars Boats and other vehicles Life Insurance Loan Balance (from Section VIII on page 15) Retirement Accounts Loan Balance (from Section IX on page 16) Student loans Page 19 of 36

20 Debts Community Debts H s Separate Debts W s Separate Debts Child Support (amount due through emancipation) Court Judgments Other (list): Other (list): Debt Total NET ESTATES (Total Dollar Value) Insert totals from previous page and calculate the net estates. Asset Totals (from page 19) Debt Totals (from this page, above) Net Estates (Asset Totals minus Debt Totals) Community Property H s Separate Property W s Separate Property Community Debts H s Separate Debts W s Separate Debts Community Estate H s Separate Estate W s Separate Estate Remainder of page intentionally blank Page 20 of 36

21 XI. ESTIMATED INCOME FOR CURRENT YEAR This information helps assess the rate at which your estates might grow. Base Salary Bonuses & Other Compensation Dividends & Interest Tax Exempt Income Capital Gains Other Income Total Remainder of page blank Page 21 of 36

22 XII. HUSBAND S DISPOSITION OF PROPERTY SPECIFIC BEQUESTS: We recommend that bequests of small, lower value items of personal properly not be specifically identified in your Trust or Will. We will provide you with a form Memorandum Regarding Personal Belongings to make your wishes known regarding the disposition of such items. Also keep in mind that the first spouse to die can only bequeath separate property they own and their one-half of the community property owned by the spouses. First Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Second Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Third Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Use a separate sheet of paper, as needed, to make additional specific bequests Page 22 of 36

23 RESIDUARY BEQUESTS: After your specific requests are made, the remainder of your estate will be distributed to the person(s) named below according to the percentages listed. Leave everything to my spouse Leave everything to my children in equal shares Other (see below): Residuary Beneficiary Percentage Total of Percentages (must = 100) If a residuary beneficiary predecease me, then their share shall pass to their descendants If a residuary beneficiary predeceases me, then their share shall be shared equally among the remaining residuary beneficiaries then living. If a residuary beneficiary predeceases me, then their share shall pass in some other manner (please specify): Remainder of this page intentionally blank Page 23 of 36

24 CONTINGENT RESIDUARY BENEFICIARIES: In the event you are not survived by any residuary beneficiaries named earlier, then the residuary of your estate should go to: Heirs at law (Determined by Texas law) Charity Other: Remainder of this page intentionally blank Page 24 of 36

25 XIII. WIFE S DISPOSITION OF PROPERTY SPECIFIC BEQUESTS: We recommend that bequests of small, lower value items of personal properly not be specifically identified in your Trust or Will. We will provide you with a form Memorandum Regarding Personal Belongings to make your wishes known regarding the disposition of such items. Also keep in mind that the first spouse to die can only bequeath separate property they own and their one-half of the community property owned by the spouses. First Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Second Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Third Specific Bequest: Upon my death, I wish to make a specific gift of (describe the amount of money or identity of the property) to (name of donee, who is the person receiving the specific gift). If the donee predeceases me, then this gift shall / shall not lapse (note: if the gift lapses, it will be disposed of along with the remainder or residuary of your estate). If the gift shall not lapse, then if the donee predeceases me, this gift is made to (name of alternate donee). If the alternate donee also predeceases me, then this gift shall lapse. This gift may only be satisfied out of my separate property or my one-half community property. Use a separate sheet of paper, as needed, to make additional specific bequests Page 25 of 36

26 RESIDUARY BEQUESTS: After your specific requests are made, the remainder of your estate will be distributed to the person(s) named below according to the percentages listed. Leave everything to my spouse Leave everything to my children in equal shares Other (see below): Residuary Beneficiary Percentage Total of Percentages (must = 100) If a residuary beneficiary predecease me, then their share shall pass to their descendants If a residuary beneficiary predeceases me, then their share shall be shared equally among the remaining residuary beneficiaries then living. If a residuary beneficiary predeceases me, then their share shall pass in some other manner (please specify): Remainder of this page intentionally blank Page 26 of 36

27 CONTINGENT RESIDUARY BENEFICIARIES: In the event you are not survived by any residuary beneficiaries named earlier, then the residuary of your estate should go to: Heirs at law (Determined by Texas law) Charity Other: Remainder of page intentionally blank Page 27 of 36

28 XIV. ANCILLARY ESTATE PLANNING INSTRUMENTS Agent: a power of attorney confers upon an agent the authority to perform certain specified acts on behalf of a principal Depending on the acts to be performed, this appointment will normally be your spouse, followed by a close family member or personal friend. A. STATUTORY DURABLE POWER OF ATTORNEY The Texas Legislature adopted the Uniform Durable Power of Attorney Act in The act provides a statutory form by which you may designate an agent, or attorney-in -fact, which will have the authority to act on your behalf with respect to your financial affairs and property. In the event you become disabled or otherwise unable to act for yourself, your agent will be able to transfer property, convey title, etc. The document affords protection to, and is often required by, third parties such as banks and title companies. Primary Agent 1 st Alternate Agent Page 28 of 36

29 2 nd Alternate Agent B. MEDICAL POWER OF ATTORNEY This document grants your agent the power to make health care decisions for you ONLY IF YOU ARE UNABLE TO MAKE DECISIONS FOR YOURSELF. Your agent will have the authority to make a broad range of decisions concerning your medical treatment but only if your physician has certified that you lack the capacity to make such decisions yourself. Same as Statutory Durable Power of Attorney (otherwise, please identify your agents below). Primary Agent 1 st Alternate Agent Page 29 of 36

30 2 nd Alternate Agent C. HEALTH INFORMATION RELEASE AUTHORIZATION This authorization permits medical providers to release health information to your agents according to the same rules and procedures they would use when releasing information to you. This Release authority applies to any information governed by the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"). Normally, your agents would be the same persons designated under a Medical Power of Attorney. Same as Medical Power of Attorney (otherwise, please identify your agents below). Primary Agent 1 st Alternate Agent Page 30 of 36

31 2 nd Alternate Agent D. DIRECTIVE TO PHYSICIANS Unlike the medical power of attorney, the directive to physician allows a client to leave instructions regarding the termination or non-application of life-sustaining measures in the event he or she suffers from a terminal or irreversible condition. THE STATEMENTS BELOW WERE COPIED FROM THE STATUTORY DIRECTIVE TO PHYSICIANS. THE STATEMENTS ARE PROVIDED ONLY FOR EDUCATIONAL PURPOSES, TO HELP YOU DECIDE IF YOU WISH TO INCLUDE THIS DIRECTIVE IN YOUR ESTATE PLAN. ACTUAL ELECTIONS WILL BE MADE BY THE CLIENT LATER DURING WILL EXECUTION. After reviewing the information below, you will be asked to indicate if you wish to include a Directive to Physicians in your estate plan. TERMINAL CONDITION If, in the judgment of my physician, I am suffering with a terminal condition from which I am expected to die within six months, even with available life-sustaining treatment provided in accordance with prevailing standards of medical care: THE CHECK-BOXES BELOW ARE NOT AN ELECTION THIS INFORMATION IS PRESENTED FOR EDUCATIONAL PURPOSES ONLY I request that all treatments other than those needed to keep me comfortable be discontinued or withheld and my physician allow me to die as gently as possible; OR I request that I be kept alive in this terminal condition using available life-sustaining treatment. (THIS SELECTION DOES NOT APPLY TO HOSPICE CARE.) Page 31 of 36

32 IRREVERSIBLE CONDITION If, in the judgment of my physician, I am suffering with an irreversible condition so that I cannot care for myself or make decisions for myself and am expected to die without lifesustaining treatment provided in accordance with prevailing standards of care: THE CHECK-BOXES BELOW ARE NOT AN ELECTION THIS INFORMATION IS PRESENTED FOR EDUCATIONAL PURPOSES ONLY I request that all treatments other than those needed to keep me comfortable be discontinued or withheld and my physician allow me to die as gently as possible; OR I request that I be kept alive in this irreversible condition using available life-sustaining treatment. (THIS SELECTION DOES NOT APPLY TO HOSPICE CARE.) ADDITIONAL REQUESTS Additional requests: (After discussion with your physician, you may wish to consider listing particular treatments in this space that you do or do not want in specific circumstances, such as artificial nutrition and fluids, intravenous antibiotics, etc. Be sure to state whether you do or do not want the particular treatment.) THE LINES BELOW ARE NOT AN ELECTION THIS INFORMATION IS PRESENTED FOR EDUCATIONAL PURPOSES ONLY After reviewing the example information above, do you wish to include a Directive to Physicians in your estate plan? : : Y /N Page 32 of 36

33 E. GUARDIAN(S) OF MINOR CHILDREN Guardian: a guardian is a person lawfully invested with the power, and charged with the duty, of taking care of the person, and managing the property and rights of another person, who, for defect of age, understanding, or self-control, is considered incapable of administering his own affairs. Your spouse is the natural guardian of minor children born or adopted from your marriage if your spouse survives you. Listed below are the persons you wish the court to appoint as guardian of minor children in the event you are the last spouse to die. Note that it is possible for you to express to the court persons you wish to serve and not serve ( disqualify ) as guardian. Primary Guardian 1 st Alternate Guardian 2 nd Alternate Guardian Page 33 of 36

34 Is there any reason that a person listed above might be qualified to provide loving care for you personally, yet not possess adequate knowledge or skill to manage your property and financial affairs? Are there any persons you wish to specifically disqualify from services as guardian of yourself in the event you become incapacitated? If yes, list name(s): If yes, list name(s): Page 34 of 36

35 F. GUARDIAN(S) OF SELF Your spouse is the natural guardian of you if you are determined by a court to be incapacitated during life. Listed below are the persons you wish the court to appoint as your guardian in the event your spouse predeceases you and you are determined by a court to be incapacitated during life. Note that it is possible for you to express to the court persons you wish to serve and not serve ( disqualify ) as guardian. Primary Guardian 1 st Alternate Guardian 2 nd Alternate Guardian Page 35 of 36

36 Is there any reason that a person listed above might be qualified to provide loving care for you personally, yet not possess adequate knowledge or skill to manage your property and financial affairs? Are there any persons you wish to specifically disqualify from services as guardian of yourself in the event you become incapacitated? If yes, list name(s): If yes, list name(s): Thank you for providing this information to get us started in helping you. Additional information may be required. The attorney will let you know after discussing your objectives. Page 36 of 36

WILL PREPARATION QUESTIONNAIRE

WILL PREPARATION QUESTIONNAIRE WILL PREPARATION QUESTIONNAIRE LAW OFFICE OF JOHN A. GIACOBBE, LLC 1 Icard lane New Rochelle, NY 10805 TEL: (914) 557-2068 FAX: (914) 380-6339 jag@jaglaw.biz 1 P a g e I. - - EXISTING DOCUMENTS Have you

More information

Law Office Of Angela Harvey. ESTATE PLANNING WORKSHEET Revocable Living Trust (CHECK ONE)

Law Office Of Angela Harvey. ESTATE PLANNING WORKSHEET Revocable Living Trust (CHECK ONE) Law Office Of Angela Harvey Today s Date: WILL ESTATE PLANNING WORKSHEET Revocable Living Trust (CHECK ONE) SECTION A. - GENERAL INFORMATION Your (Date of Birth) (Social Security Number) 1. Name: D.O.B.:

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING QUESTIONNAIRE Please complete this form to the best of your ability and bring it with you to our initial meeting. Your cooperation in this regard will make your appointment more productive

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING QUESTIONNAIRE MALOUF NAKOS SWINSON & JACKSON, P.C. Merit Tower 12222 Merit Drive, Suite 1000 Dallas, Texas 75251 Tel: (214) 273-0600 Fax: (214) 273-0601 General Personal Information FAMILY

More information

Estate Planning Questionnaire

Estate Planning Questionnaire How did you hear about us? GRISSOM LAW, LLC 10475 Medlock Bridge Road Suite 215 Johns Creek, GA 30097 678.781.9230 Estate Planning Questionnaire I. GENERAL INFORMATION Full name Other names known by Date

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE THE LAW OFFICES OF MICHAEL L. HANKS J.D., M.S. TAXATION 11211 GOLD COUNTRY BLVD. #107 PHONE (916)635-0302 GOLD RIVER, CA 95670 FAX (916)635-4113 Toll Free: 1-888-225-5259 E-mail: michael@hankslaw.com http://www.hankslaw.com

More information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information Estate Planning Information Please complete this questionnaire and bring it with you for your initial consultation with us. Of course, this information will be kept in strictest confidence. A. Husband

More information

ESTATE PLANNING OUTLINE

ESTATE PLANNING OUTLINE ESTATE PLANNING OUTLINE By LEONARD S. ROTH Attorney and Counselor at Law The Law Offices of Leonard S. Roth, P.C. 4265 San Felipe, Fifth Floor Houston, Texas 77027 (713) 622-4222 Board Certified in Tax

More information

THE RICE LAW FIRM, PLLC Fax: (281) 601-4870 Email: ricelawhouston@gmail.com Email: ricelawthewoodlands@gmail.com

THE RICE LAW FIRM, PLLC Fax: (281) 601-4870 Email: ricelawhouston@gmail.com Email: ricelawthewoodlands@gmail.com THE RICE LAW FIRM, PLLC Fax: (281) 601-4870 Email: ricelawhouston@gmail.com Email: ricelawthewoodlands@gmail.com ESTATE PLANNING QUESTIONNAIRE FOR MARRIED COUPLE If you are interested in preparation of

More information

ESTATE PLANNING QUESTIONNAIRE Date:

ESTATE PLANNING QUESTIONNAIRE Date: I. Client Information ESTATE PLANNING QUESTIONNAIRE Date: : Yes No First Middle Last U.S. Citizen? How would you like your name to read on your estate planning documents? Other s Known By Date of Birth

More information

Provide for the future. Mount St. Mary s Estate Planning Kit

Provide for the future. Mount St. Mary s Estate Planning Kit Provide for the future. Mount St. Mary s Estate Planning Kit Estate Planning Kit Estate Planning has a lasting effect on you and your family. However, many people do not have a current plan and it can

More information

ESTATE PLANNING WORKBOOK

ESTATE PLANNING WORKBOOK Mortel Law, PLLC 7825 3 rd Street N, Suite 204 St. Paul, MN 55128 Tel 651.288.2843 Fax 651.731.5496 jmortel@mortellaw.com ESTATE PLANNING WORKBOOK This packet is provided as part of the Estate Planning

More information

First Middle Last. a. State all other names by which you have been known: c. Age: Date of birth: b. City: County: c.

First Middle Last. a. State all other names by which you have been known: c. Age: Date of birth: b. City: County: c. Will/Trust Questionnaire The information requested below is essential in preparing your will or trust. If you need more space to answer a question, attach a separate sheet and indicate the question number

More information

PERSONAL ESTATE PLANNING WORKSHEET PERSONAL AND FAMILY INFORMATION. Name. Address. City State Zip. Phone. Email

PERSONAL ESTATE PLANNING WORKSHEET PERSONAL AND FAMILY INFORMATION. Name. Address. City State Zip. Phone. Email PERSONAL ESTATE PLANNING WORKSHEET Name Address City State Zip Phone Email PERSONAL AND FAMILY INFORMATION Date of Birth Social Security Number Marital Status: q Single q Married q Domestic Partners /

More information

Introduction to Estate Planning 1

Introduction to Estate Planning 1 Introduction to Estate Planning 1 Estate planning involves not only decisions as to who should receive your property at death, but an understanding of how such property will pass at death. Estate planning

More information

ESTATE PLANNING CHECKLIST. Your Name(s): Client 1: DOB: SSN: Employment: Telephone Numbers: Home: Office: Fax: Cell:

ESTATE PLANNING CHECKLIST. Your Name(s): Client 1: DOB: SSN: Employment: Telephone Numbers: Home: Office: Fax: Cell: ESTATE PLANNING CHECKLIST Meeting Date: Referred By: Your Name(s): Client 1: DOB: SSN: Employment: Client 2: DOB: SSN: Employment: Address: (including County of residence) Telephone Numbers: Home: Office:

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET Please complete the following worksheet and mail it to my office prior to our initial meeting, or e-mail it, or bring it with you. At the end of the worksheet is a list of documents

More information

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** Personal Information Your Spouse

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** Personal Information Your Spouse ***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** WEINER & McCULLOCH, PLLC ATTORNEYS & COUNSELORS AT LAW 5599 San Felipe Suite 900 Houston,

More information

COMMONLY ASKED QUESTIONS ABOUT REVOCABLE LIVING TRUSTS

COMMONLY ASKED QUESTIONS ABOUT REVOCABLE LIVING TRUSTS COMMONLY ASKED QUESTIONS ABOUT REVOCABLE LIVING TRUSTS AND AVOIDING PROBATE 1. What is a Revocable Living Trust? Answer: A revocable Living Trust is often referred to as a substitute for a Last Will and

More information

Large or small, whatever the size of your estate, it is important to plan. If you do not

Large or small, whatever the size of your estate, it is important to plan. If you do not Starting to Plan Your Estate Large or small, whatever the size of your estate, it is important to plan. If you do not have a will, a court will select your heirs and distribute your property as prescribed

More information

Will and Living Trust information Packet

Will and Living Trust information Packet Will and Living Trust information Packet University of the Nations Gift Planning Services 75-5851 Kuakini Hwy, #433 Kailua-Kona, Hawaii 96740-2199 Phone 808-326-4453 Dear Friend of YWAM Kona, Many people

More information

PHYLLIS A. OESER, Attorney at Law 4001 N. Shepherd, Suite 121, Houston, Texas, 77018, (713) 692-0300 1

PHYLLIS A. OESER, Attorney at Law 4001 N. Shepherd, Suite 121, Houston, Texas, 77018, (713) 692-0300 1 WILL PREPARATION Client Information DATE How did you hear about us? 1. Complete Legal Name and all other names you are known by: 2. Do you own property in states other than Texas? If so, give details (what

More information

MCRD PI LEGAL ASSISTANCE OFFICE 172 SANTO DOMINGO ST. PARRIS ISLAND, SC WILL QUESTIONNAIRE

MCRD PI LEGAL ASSISTANCE OFFICE 172 SANTO DOMINGO ST. PARRIS ISLAND, SC WILL QUESTIONNAIRE MCRD PI LEGAL ASSISTANCE OFFICE 172 SANTO DOMINGO ST. PARRIS ISLAND, SC 29905-9610 843-228-2556 PRIVACY ACT STATEMENT: Individuals seeking legal assistance are asked to complete this worksheet. The information

More information

ESTATE PLANNING PROCESS

ESTATE PLANNING PROCESS ESTATE PLANNING PROCESS OVERVIEW Generally, the estate plan consists of 4 documents: a will, revocable trust, healthcare power of attorney, and financial power of attorney. In larger estates (over $10M

More information

Estate Planning Questionnaire

Estate Planning Questionnaire Estate Planning Questionnaire (Compiled by the University of Colorado American Indian Law Clinic) i I. General Information 1. Full name: 2. Nickname, maiden name, or other names used: 3. Marital status:

More information

LONG-TERM CARE PLANNING QUESTIONNAIRE

LONG-TERM CARE PLANNING QUESTIONNAIRE LONG-TERM CARE PLANNING QUESTIONNAIRE Please complete this form to the best of your ability and bring it with you to our initial meeting. Your cooperation in this regard will make your appointment more

More information

KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655

KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655 KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655 Kurt D. Panouses is Board Certified by the Florida Bar as a Specialist in

More information

ESTATE PLANNING QUESTIONNAIRE SECTION I. PERSONAL INFORMATION

ESTATE PLANNING QUESTIONNAIRE SECTION I. PERSONAL INFORMATION ESTATE PLANNING QUESTIONNAIRE SECTION I. PERSONAL INFORMATION DATE OF COMPLETION: _ A. CLIENT 1 INFORMATION Name (as it will be printed on all documents): SSN: - - Full (and any previous) name(s): Home

More information

Estate Planning Toolkit

Estate Planning Toolkit Estate Planning Toolkit Rebecca E.P. Wade Meyer Capel, A Professional Corporation 306 West Church Street Champaign, Illinois 61820 phone: 217-352-1800 fax: 217-352-1083 rwade@meyercapel.com Thank you for

More information

7 Reasons to Have a Trust in California

7 Reasons to Have a Trust in California ROCHELLE J. BIOTEAU, PARTNER Direct Dial Number (619) 696-8854 Direct Fax Number (619) 696-8190 Email Address: rjblaw@cox.net SQUIRES, SHERMAN & BIOTEAU, LLP A LIMITED LIABILITY PARTNERSHIP INCLUDING PROFESSIONAL

More information

ESTATE PLANNING BOOKLET

ESTATE PLANNING BOOKLET ESTATE PLANNING BOOKLET (Information about Wills, Trusts, Estate Taxes, and more...) P P P SUSSMAN+PARKHURST ATTORNEYS AT LAW ROSS A. SUSSMAN (612) 465-0099 CAMERON M. PARKHURST (612) 465-0097 222 NORTH

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE DATE: _ ESTATE PLANNING QUESTIONNAIRE I. FAMILY AND OCCUPATIONAL DATA: Name: Date of Birth: Address: Citizenship: SS#: Telephone # Home: Work: Cell: Email: Occupation: Name of Employer: Business Address:

More information

Sample Summary of the John S Smith and Susan M Smith Living Trust

Sample Summary of the John S Smith and Susan M Smith Living Trust Sample Summary of the John S Smith and Susan M Smith Living Trust This article-by-article explanation is a brief summary of the provisions of Mr. and Mrs. Smith s Revocable Living Trust agreement. Community

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET The worksheets on the following pages comprise an informationgathering vehicle to assist you in preparing to meet with the attorney who will draft your estate planning documents.

More information

Your Will. The maker of a Will must be at least 18 years old, of sound mind and free from improper influence.

Your Will. The maker of a Will must be at least 18 years old, of sound mind and free from improper influence. Your Will Who may make a Will? The maker of a Will must be at least 18 years old, of sound mind and free from improper influence. How should a Will be Made? The Will should be written, witnessed and signed

More information

ESTATE PLANNING INFORMATION FORM

ESTATE PLANNING INFORMATION FORM ESTATE PLANNING INFORMATION FORM This form is designed to provide me with the basic information necessary to prepare your last will and testament, a financial power of attorney, a medical directive ( living

More information

ESTATE PLANNING CHECKLIST

ESTATE PLANNING CHECKLIST LONG REIMER WINEGAR BEPPLER LLP Cheyenne Office: 2120 Carey Avenue, Suite 300 PO Box 87, Cheyenne, WY 82001 (307) 635-0710 TELEPHONE NUMBER (307) 635-0413 FACSIMILE Evanston Office 724 Front Street, Suite

More information

Please call the Legal Assistance Office for an appointment (301)619-2221/2065

Please call the Legal Assistance Office for an appointment (301)619-2221/2065 Please call the Legal Assistance Office for an appointment (301)619-2221/2065 Directions: Enter the Main Gate (7 th Street), take an immediate left turn onto Porter Street, take your third right onto Fraim

More information

2013 ESTATE PLANNING WORK SHEET. (Married Couple) DATE: / /

2013 ESTATE PLANNING WORK SHEET. (Married Couple) DATE: / / 2013 ESTATE PLANNING WORK SHEET (Married Couple) DATE: PERSONAL INFORMATION: The following information is helpful to properly evaluate and design your estate plan. Moreover, the information provided may

More information

Introduction to Estate Planning for Married Couples

Introduction to Estate Planning for Married Couples Introduction to Estate Planning for Married Couples The primary purposes of an estate plan are to specify the ultimate recipients of your property, to designate the persons necessary to carry out your

More information

PROBATE QUESTIONNAIRE

PROBATE QUESTIONNAIRE LEACH & FOX TERRY R. LEACH* ATTORNEYS AT LAW, P.C. (817) 280-0811 TENA G. FOX* 460 W. HARWOOD ROAD (800) 949-1777 * BOARD CERTIFIED ESTATE PLANNING & PROBATE LAW TEXAS BOARD OF LEGAL SPECIALIZATION HURST,

More information

THE CALIFORNIA ESTATE PLANNING GUIDE

THE CALIFORNIA ESTATE PLANNING GUIDE THE CALIFORNIA ESTATE PLANNING GUIDE Who will the court give my property to? How much will probate cost? What happens to my property when I die? Will I have to pay taxes? Copyright 2014 Doyle Quane Family

More information

MICHIGAN STATUTORY WILL NOTICE. 1. Any person age 18 or older and of sound mind may sign a Will.

MICHIGAN STATUTORY WILL NOTICE. 1. Any person age 18 or older and of sound mind may sign a Will. MICHIGAN STATUTORY WILL NOTICE 1. Any person age 18 or older and of sound mind may sign a Will. 2. There are several kinds of Wills. If you choose to complete this form, you will have a Michigan Statutory

More information

STATUTORY DURABLE POWER OF ATTORNEY

STATUTORY DURABLE POWER OF ATTORNEY STATUTORY DURABLE POWER OF ATTORNEY NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, SUBTITLE P, TITLE 2, ESTATES CODE. IF YOU

More information

Revocable Trusts WHAT IS A REVOCABLE TRUST?

Revocable Trusts WHAT IS A REVOCABLE TRUST? Revocable Trusts The Revocable Trust (often referred to as a Living Trust ) is a popular and effective estate planning technique used throughout the United States. Its advantages (and disadvantages) should

More information

ESTATE PLANNING QUESTIONNAIRE FOR INDIVIDUALS

ESTATE PLANNING QUESTIONNAIRE FOR INDIVIDUALS ESTATE PLANNING QUESTIONNAIRE FOR INDIVIDUALS PERSONAL INFORMATION Full legal name: Previous legal name(s): Address: City: State: Zip Code: Home phone: Cell phone: Work phone: Email: Employer: Position:

More information

FAQ about Wills and Trusts

FAQ about Wills and Trusts FAQ about Wills and Trusts What is a Will? A Will is a written document that directs how you want your estate distributed after your death. It can be revoked by you at anytime before your death, so long

More information

Confidential Estate Planning Questionnaire

Confidential Estate Planning Questionnaire Confidential Estate Planning Questionnaire Single Person This questionnaire is designed to help me evaluate your unique situation and create an estate plan that addresses your specific needs. Effective

More information

A Guide to Planning Your Will and Trust

A Guide to Planning Your Will and Trust A Guide to Planning Your Will and Trust McPherson County Community Foundation Welcome Letter Dear Friend: We are excited that you are ready to begin the process of planning for your future. This wills

More information

15. Living Trusts and Other Transfers of Property That Avoid Probate

15. Living Trusts and Other Transfers of Property That Avoid Probate 15. Living Trusts and Other Transfers of Property That Avoid Probate When you die, all of your property will be transferred to others. In your Will, you can select the new owners and give instructions

More information

EVERYTHING YOU OWN & EVERYONE YOU CARE ABOUT. An Estate Planning Primer

EVERYTHING YOU OWN & EVERYONE YOU CARE ABOUT. An Estate Planning Primer EVERYTHING YOU OWN & EVERYONE YOU CARE ABOUT An Estate Planning Primer For The Clients Of 7350 Cirque Drive W, Suite 201 University Place, WA 98467 (253) 759 8354 www.ppatpa.com Presented By T. Gary Connett

More information

Estate Planning Questionnaire

Estate Planning Questionnaire Estate Planning Questionnaire Instructions: Please complete the Estate Planning Questionnaire to the best of your ability and knowledge. All information contained within will be held in strict confidence.

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING QUESTIONNAIRE Please bring a piece of photo ID to the meeting, as the Law Society requires us to take a copy of photo identification of all of our clients. COMMUNICATION: How do you wish

More information

ESTATE PLANNING PERSONAL AND FINANCIAL QUESTIONNAIRE

ESTATE PLANNING PERSONAL AND FINANCIAL QUESTIONNAIRE ESTATE PLANNING PERSONAL AND FINANCIAL QUESTIONNAIRE If you and you spouse will have different estate plans, then each must complete a separate questionnaire GENERAL INFORMATION DATE: 1. Marital Status:

More information

SAMPLE DURABLE POWER OF ATTORNEY. John Doe

SAMPLE DURABLE POWER OF ATTORNEY. John Doe This document was prepared by: John Doe 100 Main Street Austin, Texas 80201 Return To: John Doe 555 Simple Street Austin, Texas 80201 DURABLE POWER OF ATTORNEY OF John Doe NOTICE: THE POWERS GRANTED BY

More information

INHERITANCE & ESTATE PLANNING

INHERITANCE & ESTATE PLANNING Chapter Seven INHERITANCE & ESTATE PLANNING Estate planning is the process of determining how the assets you own at the time of your death your estate will be distributed after your death. The distribution

More information

Basic Texas Estate Planning and Probate Matters

Basic Texas Estate Planning and Probate Matters Basic Texas Estate Planning and Probate Matters KAREN S. GERSTNER Attorney at Law Board Certified -- Estate Planning and Probate Law, Texas Board of Legal Specialization Karen S. Gerstner & Associates,

More information

ESTATE PLANNING INFORMATION

ESTATE PLANNING INFORMATION ESTATE PLANNING INFORMATION I PERSONAL AND FAMILY DATA A. Husband Husband's Name: (First) (Middle) (Last) Social Security Number Home Phone Employer Business Address Business Phone Place of Birth: U.S.

More information

HERMENZE & MARCANTONIO LLC ESTATE PLANNING PRIMER FOR MARRIED COUPLES 2015 (New York)

HERMENZE & MARCANTONIO LLC ESTATE PLANNING PRIMER FOR MARRIED COUPLES 2015 (New York) HERMENZE & MARCANTONIO LLC ESTATE PLANNING PRIMER FOR MARRIED COUPLES 2015 (New York) I. Purposes of Estate Planning. II. A. Providing for the distribution and management of your assets after your death.

More information

General Information & Instructions

General Information & Instructions General Information & Instructions The Wills for Heroes program offers Wills, Powers of Attorney, and Advance Health Care Directives/Living Wills to Ohio s first responders and their spouses/partners.

More information

Community Legal Information Association of PEI, Inc. Making Your Will. Community Legal Information Association of PEI, Inc.

Community Legal Information Association of PEI, Inc. Making Your Will. Community Legal Information Association of PEI, Inc. Community Legal Information Association of PEI, Inc. Making Your Will Community Legal Information Association of PEI, Inc. 902-892-0853 or 1-800-240-9798 clia@cliapei.ca A will is a legal document that

More information

GEOFFREY W. WHITE LAW CORPORATION

GEOFFREY W. WHITE LAW CORPORATION GEOFFREY W. WHITE LAW CORPORATION ESTATE ADMINISTRATION QUESTIONNAIRE The information requested in this questionnaire is required in order to obtain the necessary personal information of the Deceased and

More information

Estate Planning For Everyone

Estate Planning For Everyone Estate Planning For Everyone Boston College Shaw Society Boston College Alumni Association November 20, 2013 Michael J. Puzo, Esq. Hemenway & Barnes LLP 60 State Street Boston, Massachusetts 02109 617-557-9721

More information

Basics of Estate Planning

Basics of Estate Planning Basics of Estate Planning THE CORNERSTONE OF ANY ESTATE PLAN ARE THE DOCUMENTS THAT SET FORTH YOUR WISHES FOR THE DISPOSITION AND OVERSIGHT OF YOUR ASSETS AT YOUR DEATH. IN ADDITION TO PROVIDING GUIDELINES

More information

Personal Financial Planning Questionnaire

Personal Financial Planning Questionnaire MULHOLLAND FINANCIAL SERVICES Personal Financial Planning Questionnaire Conservative Financial Advice This comprehensive, personal financial planning summary is designed to help you take inventory and

More information

IS A TRUST RIGHT FOR YOU?

IS A TRUST RIGHT FOR YOU? : IS A TRUST RIGHT FOR YOU? You take care of your family and work hard for the things you ve acquired. You take the necessary steps during life to ensure your family s security and well-being and to avoid

More information

Estate Planning Guidebook. PO Box 16066 Lansing, MI 48901-6066 (517) 323-7366 www.doylelawpc.com

Estate Planning Guidebook. PO Box 16066 Lansing, MI 48901-6066 (517) 323-7366 www.doylelawpc.com SM Estate Planning Guidebook PO Box 16066 Lansing, MI 48901-6066 (517) 323-7366 www.doylelawpc.com 2015 WELCOME On behalf of Doyle Law PC, I would like to thank you for your interest in our Estate Planning

More information

Please note that this document is for discussion purposes only and does not constitute or replace a Will. Surname: Given name: Any other names used:

Please note that this document is for discussion purposes only and does not constitute or replace a Will. Surname: Given name: Any other names used: Before meeting with your lawyer or notary to create your Will, use this Will Planning Guide. The information in this guide will assist your discussion with your lawyer/notary. Please note that this document

More information

PROBATE QUESTIONNAIRE FORM. DARRYL V. PRATT Attorney at Law Certified Public Accountant

PROBATE QUESTIONNAIRE FORM. DARRYL V. PRATT Attorney at Law Certified Public Accountant DARRYL V. PRATT Attorney at Law Certified Public Accountant PRATTLAW A Professional Limited Liability Company ATTORNEYS & COUNSELORS AT LAW Stonebriar Financial Center 2500 Legacy Drive, Suite 228 Frisco,

More information

LAW OFFICES OF BRADLEY J. FRIGON, LLC PROBATE INTAKE FORM PERSONAL INFORMATION

LAW OFFICES OF BRADLEY J. FRIGON, LLC PROBATE INTAKE FORM PERSONAL INFORMATION Member National Academy of Elder Law Attorneys Member Special Needs Trust Alliance ** Certified Elder Law Attorney by the National Elder Law Foundation www.specialneedsalliance.com LAW OFFICES OF BRADLEY

More information

IRREVOCABLE LIVING TRUST

IRREVOCABLE LIVING TRUST Legal Note: The Documents here are provided for your information and that of your immediate family only. You are not permitted to copy any document provided to you. Each of these Documents provided are

More information

LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. PLANNING FOR VETERAN BENEFITS QUESTIONNAIRE-SINGLE

LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. PLANNING FOR VETERAN BENEFITS QUESTIONNAIRE-SINGLE LAW OFFICE OF STEPHANIE L SCHNEIDER, PA PLANNING FOR VETERAN BENEFITS QUESTIONNAIRE-SINGLE I GENERAL INFORMATION 1 Were you referred to our office and if so, by whom? 2 If not, what made you choose our

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions What is a Revocable Living Trust? A trust is a contract where one (Grantor/Settlor) or two or more persons (Grantors/Settlors) transfers property to a non-person entity for the

More information

JOINT REVOCABLE LIVING TRUST

JOINT REVOCABLE LIVING TRUST Legal Note: The Documents here are provided for your information and that of your immediate family only. You are not permitted to copy any document provided to you. Each of these Documents provided are

More information

Minnesota Laws -Wills

Minnesota Laws -Wills Minnesota Laws -Wills A will is the most common document used to specify how an estate should be handled after death. Anyone designated to receive property under a will (or trust) is called a beneficiary.

More information

Planning for the Future. A Guide to. Wills and Trusts

Planning for the Future. A Guide to. Wills and Trusts Planning for the Future A Guide to Wills and Trusts Your Guide to Wills and Trusts Page 2 A Guide to Planning Your Will and Trust On average, a person works more than forty years to accumulate assets and

More information

ESTATE PLANNING ALERT TAX RELIEF TO END

ESTATE PLANNING ALERT TAX RELIEF TO END ESTATE PLANNING ALERT TAX RELIEF TO END The Gift Tax Exemption of $5,120,000 per person is due to expire December 31, 2012. So act now to create a tax free estate plan for you and your family. Planning

More information

What is Estate Planning?

What is Estate Planning? What is Estate Planning? Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided

More information

ESTATE PLANNING AND POWERS OF ATTORNEY

ESTATE PLANNING AND POWERS OF ATTORNEY chapter 13 ESTATE PLANNING AND POWERS OF ATTORNEY We all know that we will eventually die. At the same time, no one likes to dwell on the prospect of his or her own death. But if you, your parents, or

More information

Wills & Estate Planning Information requested and/or things to consider for the drafting of your Last Will & Testament

Wills & Estate Planning Information requested and/or things to consider for the drafting of your Last Will & Testament ESTATE PLANNING WORKSHEET Wills & Estate Planning Information requested and/or things to consider for the drafting of your Last Will & Testament LEGAL NAME Date of Conference ADDRESS ZIP CODE TOWNSHIP

More information

A QUICK GUIDE TO REVOCABLE LIVING TRUSTS. The revocable living trust (RLT) has three roles that you should be familiar with:

A QUICK GUIDE TO REVOCABLE LIVING TRUSTS. The revocable living trust (RLT) has three roles that you should be familiar with: A QUICK GUIDE TO REVOCABLE LIVING TRUSTS The following are questions and answers on revocable living trusts. This popular estateplanning tool can be very useful in a wide variety of situations. Whether

More information

What Military Families Should Know About Wills

What Military Families Should Know About Wills What Military Families Should Know About Wills Prepared by: Aeronautical Systems Center Office of the Staff Judge Advocate 5135 Pearson Rd Wright-Patterson AFB, OH Phone: (937) 257-6142 DSN 787-6142 Revised

More information

TABLE OF CONTENTS. Simple will with residue pouring over to inter vivos trust

TABLE OF CONTENTS. Simple will with residue pouring over to inter vivos trust Rev. 4/30/09 TABLE OF CONTENTS Preface Form I Form II Form III Form IIIA Form IV Form V Form VI Form VII Form VIII Form IX Form X Form XI Form XII Form XIII Form XIV Form XV Form XVI Form XVII Form XVIII

More information

Essentials of Estate Planning: What You Need to Know Without Paying Expensive Legal Fees to Learn It

Essentials of Estate Planning: What You Need to Know Without Paying Expensive Legal Fees to Learn It Essentials of Estate Planning: What You Need to Know Without Paying Expensive Legal Fees to Learn It Fred Hartwick,, JD Office of Planned Giving Stanford University 650-725 725-9019 Part One Planning to

More information

the Private Trust Company planning with confidence Simplified Trust Solutions

the Private Trust Company planning with confidence Simplified Trust Solutions the Private Trust Company planning with confidence Simplified Trust Solutions What is a Trust? As the nation s leading independent broker/dealer*, LPL Financial serves the independent financial advisor

More information

ECKBERG LAMMERS ATTORNEYS AT LAW. Minnesota Estate Planning Guide

ECKBERG LAMMERS ATTORNEYS AT LAW. Minnesota Estate Planning Guide ECKBERG LAMMERS ATTORNEYS AT LAW Minnesota Estate Planning Guide estate planning www.eckberglammers.com You have worked hard to build your assets and to provide a level of financial security for yourself

More information

Estate Planning 101: The Importance of Developing an Estate Plan

Estate Planning 101: The Importance of Developing an Estate Plan Estate Planning 101: The Importance of Developing an Estate Plan SAN JOSE TEN ALMADEN BLVD. ELEVENTH FLOOR SAN JOSE, CA 95113 408.286.5800 MERCED 2844 PARK AVENUE MERCED, CA 95348 209.385.0700 MODESTO

More information

Estate Planning Checklist

Estate Planning Checklist Estate Planning Checklist BASIC DOCUMENTS THAT SHOULD BE PART OF EVERY PLAN Last Will and Testament Living Will Durable Power of Attorney For Healthcare Durable Power of Attorney For Finances and Property

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE James H. Horton Law Firm, P.C. ATTORNEYS AT LAW 101 South Locust, Suite 700 Denton, TX 76201-6058 http://www.jameshorton.attorney JAMES H. HORTON (940)566-3164 Board Certified in Criminal Law (940)382-1561

More information

TAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook

TAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook TAX, RETIREMENT & ESTATE PLANNING SERVICES Your Will Planning Workbook Preparing your Will Glossary of terms... 1 Introduction... 2 Your estate... 2 Beneficiaries of your estate Your spouse... 3 Your children...

More information

Family Protection Worksheet

Family Protection Worksheet Family Protection Worksheet The information requested on this worksheet helps me understand your situation and wishes for the future. Your time investment in this worksheet ensures that your goals are

More information

Wills, Trusts, and Why Estate Planning Matters. What You Should Know Before You See An Attorney

Wills, Trusts, and Why Estate Planning Matters. What You Should Know Before You See An Attorney Wills, Trusts, and Why Estate Planning Matters What You Should Know Before You See An Attorney AGENDA The Purpose of Estate Planning Estate Planning Yesterday and Today What You Need to Know about Wills

More information

Legal Service. Legal Security Package. Plan 5M, 3/10, I-044

Legal Service. Legal Security Package. Plan 5M, 3/10, I-044 5M, 3/10, I-044 Legal Service Plan Legal Security Package Date Received: For Office Use Only Q. Rev. HCP/POA Mailed Initials Date Initials Date Legal Plan Covered Participant s Name: First Middle Last

More information

Form CT-706 NT Instructions Connecticut Estate Tax Return (for Nontaxable Estates)

Form CT-706 NT Instructions Connecticut Estate Tax Return (for Nontaxable Estates) (Rev. 06/11) Form CT-706 NT Instructions Connecticut Estate Tax Return (for Nontaxable Estates) General Information For decedents dying on or after January 1, 2011, the Connecticut estate tax exemption

More information

LAST WILL AND TESTAMENT

LAST WILL AND TESTAMENT LAST WILL AND TESTAMENT WHAT IS A WILL? A will is a legal document prepared during your lifetime to take effect upon your death. IT ALLOWS YOU TO: decide what to do with your Estate rather than have the

More information

AMERICAN JOURNAL OF FAMILY LAWYERS PRE & POST NUPTIAL AGREEMENTS GENERAL ESTATE PLANNING ISSUES

AMERICAN JOURNAL OF FAMILY LAWYERS PRE & POST NUPTIAL AGREEMENTS GENERAL ESTATE PLANNING ISSUES AMERICAN JOURNAL OF FAMILY LAWYERS PRE & POST NUPTIAL AGREEMENTS GENERAL ESTATE PLANNING ISSUES BETH S. COHN, ESQ. JABURG & WILK, P.C. 3200 N. Central Avenue, Suite 2000 Phoenix, Arizona 85012 Direct Dial

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET 17 West Miner Street, Box 660 West Chester, PA 19381-0660 (610) 436-0100 (610) 429-4486 Fax 211 East State Street Kennett Square, PA 19348-3111 (610) 444-3180 (610) 444-3270 Fax ESTATE PLANNING WORKSHEET

More information

ESTATE TAX RETURN ORGANIZER FORM 706 For decedents dying after December 31, 2009 and before January 1, 2011

ESTATE TAX RETURN ORGANIZER FORM 706 For decedents dying after December 31, 2009 and before January 1, 2011 ESTATE TAX RETURN ORGANIZER FORM 706 For decedents dying after December 31, 2009 and before January 1, 2011 ALERT TRUIRJC 2010 provided an option for the personal representative of a decedent who died

More information

Understanding the basics of estate planning

Understanding the basics of estate planning Understanding the basics of estate planning 1 It s important to have an estate plan. You want to make sure the assets you ve worked so hard to accumulate during your lifetime go to the people or organizations

More information

Legal Matters: How Property Passes At Death

Legal Matters: How Property Passes At Death Legal Matters: How Property Passes At Death Introduction When someone dies, whatever he or she owned passes to new owners. Sometimes a will passes the property; sometimes other arrangements have been made,

More information