Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel:

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel: 416.962.7600 www.caseyhouse.com"

Transcription

1 Will Planning Work Sheet This document is intended to assist you in gathering information to prepare a will. We hope you find it helpful. Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel: PERSONAL INFORMATION Your Legal Do you have a will? Yes No Date of Current Will: Age: Social Insurance Number: Birth Place: City/Province/Country Martial Status: Single Divorced Married Widowed Other: Specify: Spouse s Legal CHILDREN BANK ACCOUNTS ASSETS Name of Financial Institution Branch Account Number Name of Financial Institution Branch Account Number 1

2 INVESTMENTS DO NOT USE THIS DOCUMENT AS A WILL. PLEASE CONSULT WITH YOUR PROFESSIONAL ADVISORS. REGISTERED SAVINGS PLANS REGISTERED SAVINGS PLANS 2

3 DO NOT USE THIS DOCUMENT AS A WILL. PLEASE CONSULT WITH YOUR PROFESSIONAL ADVISORS. REAL PROPERTY I have the following REAL PROPERTY (land, building, automobile, boats). Residence: Sole Joint Owner (Name of Joint Owner) Cottage/Other Property: Sole Joint Owner (Name of Joint Owner) Business: Sole Proprietor Incorporated Partnership Name of Partner: Value: $ Automobiles: Value: $ Furniture: Value: $ Jewelry: Value: $ Other Assets (i.e., collections, cultural items of worth. Attach extra pages as required.): LIFE INSURANCE Policy Holder Name of Insurance Company Name of Agent Policy Number Beneficiary GROUP LIFE INSURANCE Name of Employer Name of Insurance Company Group Policy Number Beneficiary (Please attach extra pages as required.) 3

4 PENSION PLANS DO NOT USE THIS DOCUMENT AS A WILL. PLEASE CONSULT WITH YOUR PROFESSIONAL ADVISORS. Do you participate in a Company Pension Plan: Yes No If Yes: Company Beneficiary: : Value: $ Canada Pension Plan: Annual Amount: $ Effective Date Old Age Security: Annual Amount: $ Effective Date LIABILITIES MORTGAGE / LOANS I do not have a mortgage. I do not have any loans. Mortgage held by Loan held by Method of payment Method of payment Amount Owed: $ Amount Owed: $ Mortgage is Life Insured: Yes No Mortgage is Life Insured: Yes No CREDIT CARD ACCOUNTS Credit Limit: $ Credit Limit: $ Credit Limit: $ Credit Limit: $ 4

5 DO NOT USE THIS DOCUMENT AS A WILL. PLEASE CONSULT WITH YOUR PROFESSIONAL ADVISORS. INSTRUCTIONS AND LOCATION OF IMPORTANT DOCUMENTS DOCUMENTS I have made duplicate copies of important document (i.e. will, list of stocks & bonds, my last income tax return, insurance policy(ies), funeral arrangements, mortgage agreement, etc.). These documents can be found: Safety Deposit Box At home, please specify where Other, please specify where SAFETY DEPOSIT BOX I have a Safety Deposit Box at: Name of Financial Institution: Branch Box Number: Key : INSTRUCTIONS FOR MY WILL My Lawyer is: Phone Number: Law Firm My Accountant / Financial Advisor is: Phone Number: Firm Name of Executor: Phone Number: of Executor: My Executor has a copy of my will: Yes No Other (alternative executor, trustee, guardians, special instructions): 5

6 BENEFICIARIES: RELATIVES AND FRIENDS Beneficiary Legal Relation to You: DO NOT USE THIS DOCUMENT AS A WILL. PLEASE CONSULT WITH YOUR PROFESSIONAL ADVISORS. DISTRIBUTION Birth Date: Year/Month/Day Distribution: % Specific Amount: $ Beneficiary Legal Relation to You: Birth Date: Year/Month/Day Distribution: % Specific Amount: $ Beneficiary Legal Relation to You: Birth Date: Year/Month/Day Distribution: % Specific Amount: $ BENEFICIARIES: NON-PROFIT ORGANIZATIONS Legal Legal Distribution: % Distribution: % Specific Amount: $ Specific Amount: $ Casey House Foundation 119 Isabella Street Toronto, ON M4Y 1P2 Tel:

INFORMATION FOR MY EXECUTOR. The information in this booklet will be helpful in settling my estate.

INFORMATION FOR MY EXECUTOR. The information in this booklet will be helpful in settling my estate. INFORMATION FOR MY EXECUTOR The information in this booklet will be helpful in settling my estate. Cowan & Kelly 402 Middletown Blvd. Suite 202 Langhorne, PA 19047 215-741-1100 FAX 215-741-4029 My Full

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

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

Personal Inventory and Executor Information

Personal Inventory and Executor Information Name: Social Insurance Number: Pension Number: Health Benefits Number: Safety Deposit Box Location of Box: Registered under Names: Location of Key: Advised executor of location of Key: Yes No Will Original

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

***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

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

SWIFT DATOO & COMPANY LAW CORPORATION

SWIFT DATOO & COMPANY LAW CORPORATION SWIFT DATOO & COMPANY LAW CORPORATION Suite 201-467 Cumberland Road Courtenay, British Columbia V9N 2C5 Phone: (250) 334-4461 Fax: (250) 334-2335 The information requested in this questionnaire is required

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 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

YOUR ESTATE PLANNING RECORD

YOUR ESTATE PLANNING RECORD YOUR ESTATE PLANNING RECORD Metropolitan Community Church Putting Your House in Order One of the most valuable gifts you can leave to your heirs is a well-organized estate and accurate records of your

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

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

Latham Law Offices LLC ESTATE PLANNING FACT SHEET Date Form Completed: 20.

Latham Law Offices LLC ESTATE PLANNING FACT SHEET Date Form Completed: 20. Latham Law Offices LLC ESTATE PLANNING FACT SHEET Date Form Completed: 20. GENERAL INFORMATION: Name Age(s); Dates of birth Number(s) Occupation (es) You Spouse Your Children Child #1: Child #1: Name Child

More information

Estate Planning New Client Information

Estate Planning New Client Information mrwills.com Estate Planning New Client Information Edward Olkovich About Edward Olkovich Ed is recognized as a leading Canadian estate expert. He has practised law in his own firm since 1978 and is a Certified

More information

Your Estate Planning Record

Your Estate Planning Record Your Estate Planning Record Office of Philanthropy and Stewardship United Church of Christ Thank you for your support of the United Church of Christ through Our Church s Wider Mission. Your gifts have

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

Financial Organizer. No matter what your age or situation, it s important to consider

Financial Organizer. No matter what your age or situation, it s important to consider Member FDIC Financial Organizer www.bruningbank.com No matter what your age or situation, it s important to consider How do you want your assets to pass to your heirs? How can you ease the burden your

More information

ESTATE PLANNING WORKSHEET Single Individuals

ESTATE PLANNING WORKSHEET Single Individuals ESTATE PLANNING WORKSHEET Single Individuals Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents.

More information

1) GENERAL INFORMATION

1) GENERAL INFORMATION 1) GENERAL INFORMATION IDENTIFICATION Name : Occupation: Citizenship: Social Insurance number: Medicare number: Date of birth: PROFESSIONAL INFORMATION Employer s name: Date of commencement of employment:

More information

PUT YOUR HOUSE IN ORDER

PUT YOUR HOUSE IN ORDER PUT YOUR HOUSE IN ORDER Cetera Investment Services Susan J. Cavell, Investment Executive 200 E. Main St. Harbor Springs, MI 49740 Tel: (231) 526-3997 Fax: (231) 526-9575 Securities and insurance products

More information

PERSONAL RECORDS ORGANIZER 1. Information Regarding These Records This information was compiled on the day of, 20. 2. Personal Information My full legal name is: I reside at: City State County I was born

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

Your Name Date Completed / Last Updated

Your Name Date Completed / Last Updated Estate Planning Directory Your Name Date Completed / Last Updated Ken Stern TEP, CHAIP Financial Advisor INSURANCE, RETIREMENT & ESTATE PLANNING Suite 500, 1867 Yonge St., Toronto, Ontario M4S 1Y5 www.kenstern.ca

More information

TRANSFERRING Inventory of assets. The importance of informing others of your intentions

TRANSFERRING Inventory of assets. The importance of informing others of your intentions TRANSFERRING Inventory of assets The importance of informing others of your intentions This tool will help you pass on important information about yourself to the people you re close to. The information

More information

The Law Offices of Evan J. Krame, PC...Representing Individuals and Businesses in the Protection and Preservation of Personal Wealth

The Law Offices of Evan J. Krame, PC...Representing Individuals and Businesses in the Protection and Preservation of Personal Wealth Preliminary Information Needed for Estate Planning GENERAL INFORMATION Domestic s Date: Are you registered as Domestic s? Date/Jurisdiction: Permanent Home Address: Home Telephone Number: Your Accountant

More information

A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver.

A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver. Caregiver s Document Organizer A form that will help you identify, locate, and organize the important documents your will need as a primary caregiver. Check yes or no to indicate whether or not you can

More information

ESTATE PLANNING QUESTIONNAIRE (SINGLE)

ESTATE PLANNING QUESTIONNAIRE (SINGLE) GOLDSTEIN LAW FIRM, LLC Attorneys at Law 92 East Main Street Suite 408 Somerville, NJ 08876 (908) 450-7250 ESTATE PLANNING QUESTIONNAIRE (SINGLE) Date Home Phone No. Cell No. E-mail Address File Number

More information

NC Office of State Personnel Life Planning Program. Your Financial Account: Insurance/Risk Management

NC Office of State Personnel Life Planning Program. Your Financial Account: Insurance/Risk Management NC Office of State Personnel Life Planning Program Your Financial Account: Insurance/Risk Management PROTECTION COVERAGE INSURANCE RECORD TYPE (1) COVERAGE NOW ** (2) COVERAGE NEEDED (3) COST Life Insurance

More information

CHAYET, DAWSON & DANZO, LLC

CHAYET, DAWSON & DANZO, LLC CHAYET, DAWSON & DANZO, LLC PROBATE ADMINISTRATION QUESTIONNAIRE ESTATE OF : COUNTY OF PROBATE: DATE OF DEATH: SOCIAL SECURITY #: DATE OF BIRTH: UNITED STATES CITIZEN: YES NO. IF NO, WHAT COUNTRY TRUSTEE:

More information

A Guide to. Wills and Trusts

A Guide to. Wills and Trusts A Guide to Wills and Trusts A Guide to Planning Your Will and Trust On average, a person works more than forty years to accumulate assets and spends ten years conserving what has been earned, but does

More information

INSTRUCTIONS TO ASSIST IN COMPLETING ATTACHMENT B: PERSONAL FINANCIAL STATEMENT WORKSHEET

INSTRUCTIONS TO ASSIST IN COMPLETING ATTACHMENT B: PERSONAL FINANCIAL STATEMENT WORKSHEET INSTRUCTIONS TO ASSIST IN COMPLETING ATTACHMENT B: PERSONAL FINANCIAL STATEMENT WORKSHEET This instruction sheet is intended to provide guidance on how to complete the Attachment B: Personal Financial

More information

COMPLETING A PERSONAL NET WORTH STATEMENT (Personal Net Worth Statements and Related Financial Information Are Not Subject To Public Disclosure Laws)

COMPLETING A PERSONAL NET WORTH STATEMENT (Personal Net Worth Statements and Related Financial Information Are Not Subject To Public Disclosure Laws) COMPLETING A PERSONAL NET WORTH STATEMENT (Personal Net Worth Statements and Related Financial Information Are Not Subject To Public Disclosure Laws) For New Applicants: All Owners Claiming Disadvantaged

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

U.S. Department of Transportation

U.S. Department of Transportation U.S. Department of Transportation Personal Net Worth Statement For DBE/ACDBE Program Eligibility As of OMB APPROVAL NO: EXPIRATION DATE: This form is used by all participants in the U.S. Department of

More information

Estate Planning Questionnaire

Estate Planning Questionnaire Estate Planning Questionnaire John M. Tassillo Jr., Esq. Partner 973.451.8434 jtassillo@riker.com GENERAL INFORMATION Marital Status: Married Unmarried Unmarried, with long-term partner (domestic partner)

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

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

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

Complimentary Financial Planner

Complimentary Financial Planner Complimentary Financial Planner Creating Wealth Since 1922 PERSONAL INFORMATION Name Social Security Number Date of Birth Home Street Address You Your Spouse City, State, Zip Home Telephone Marital Status

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

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

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

Franchise Application GNC. Franchising, LLC. From Last Name First Name Middle Initial

Franchise Application GNC. Franchising, LLC. From Last Name First Name Middle Initial Franchise Application GNC Franchising, LLC. From Last Name First Name Middle Initial APPLICATION PLEASE COMPLETE ALL SECTIONS OF THIS FORM THOROUGHLY PERSONAL INFORMATION MR./MRS/MS. LAST NAME FIRST NAME

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

Belco Community Credit Union BUSINESS LOAN APPLICATION

Belco Community Credit Union BUSINESS LOAN APPLICATION BUSINESS LOAN APPLICATION Completed on / / APPLICANT INFORMATION Small Business Lending PH: 717-720-6408 Fax: 717-720-6257 449 Eisenhower Blvd. Harrisburg, PA 17111 Page 1 of 2 Applicant Name Credit Request

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

FINANCIAL & ESTATE PLANNING ORGANIZER. R.W. Rogé & Company, Inc.

FINANCIAL & ESTATE PLANNING ORGANIZER. R.W. Rogé & Company, Inc. FINANCIAL & ESTATE PLANNING ORGANIZER Blank FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in

More information

Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you

Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you Choosing the right investment strategy is not as complicated as it seems. This questionnaire will provide us guidance on the type of investor you might be and also assist us in selecting the best suited

More information

BEDROCK DIVORCE ADVISORS, LLC INFO@BEDROCKDIVORCE.COM WWW.BEDROCKDIVORCE.COM

BEDROCK DIVORCE ADVISORS, LLC INFO@BEDROCKDIVORCE.COM WWW.BEDROCKDIVORCE.COM BEDROCK DIVORCE ADVISORS, LLC 515 North Flagler Drive Suite P-300 West Palm Beach, FL 33401 917-602-6977 917-591-4394 (Fax) INFO@BEDROCKDIVORCE.COM WWW.BEDROCKDIVORCE.COM The following is a checklist of

More information

Your Personal Financial Inventory. For documenting your family s important financial information

Your Personal Financial Inventory. For documenting your family s important financial information Your Personal Financial Inventory For documenting your family s important financial information Table of contents Use this document to record your family s important financial information. Store it in

More information

CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855

CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855 1 CORNERSTONE FINANCIAL SERVICES, INC. 2940 N. Lynnhaven Road, Suite 100 Virginia Beach, VA 23452 Tel: 757-333-7377 Fax: 757-463-9855 Section I: Client Data Sheet Full Name: Last First Middle DOB: / /

More information

HELP WITH FILLING OUT THE Personal Financial Statement

HELP WITH FILLING OUT THE Personal Financial Statement HELP WITH FILLING OUT THE Personal Financial Statement This form must be completed by the following individuals: Each socially and economically disadvantaged owner who individually owns or contributes

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

MSUFCU Business Loan Application

MSUFCU Business Loan Application MSUFCU Business Loan Application Section 1 - Credit Requested Total Funds Needed Less Funds Provided by You - ( ) Less Funds Provided by Others - ( ) Total Loan Needed Section 2 - Business Information

More information

Estate Planning. Maximize the legacy you leave to loved ones

Estate Planning. Maximize the legacy you leave to loved ones Estate Planning Maximize the legacy you leave to loved ones An estate plan is a versatile tool from which anyone can benefit. It is the way you communicate your wishes to the loved ones you leave behind

More information

One hundred percent accuracy is not required; however, significant missing information will, of course, have an impact on any opinion provided.

One hundred percent accuracy is not required; however, significant missing information will, of course, have an impact on any opinion provided. Re: General Information Questionnaire Attached is general information questionnaire. The concept of this document is for you to supply sufficient information to allow us to assess the nature of the issues

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

To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing an inventory of my assets and important documents.

To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing an inventory of my assets and important documents. Personal Record of My Assets and Important Documents Personal Inventory of My Assets and Important Documents To simplify matters for my loved ones in the event I become incapacitated or die, I am preparing

More information

ESTATE PLANNING UPDATE INFORMATION FORM FOR CLIENTS OF GASSMAN LAW ASSOCIATES, P.A. *FOR SINGLE INDIVIDUALS

ESTATE PLANNING UPDATE INFORMATION FORM FOR CLIENTS OF GASSMAN LAW ASSOCIATES, P.A. *FOR SINGLE INDIVIDUALS ESTATE PLANNING UPDATE INFORMATION FORM FOR CLIENTS OF GASSMAN LAW ASSOCIATES, P.A. THIS FORM MAY BE FAXED TO 727-443-5829 *FOR SINGLE INDIVIDUALS Thank you very much for providing us with your updated

More information

COMMON QUESTIONS ABOUT BANKRUPTCY

COMMON QUESTIONS ABOUT BANKRUPTCY SCUDDER G. STEVENS, P.A. ATTORNEYS AT LAW A PROFESSIONAL ASSOCIATION 120 North Union Street P.O. Box 1156 Kennett Square, PA 19348 (610) 444-9840 (800) 294-4242 FAX (610) 444-9841 COMMON QUESTIONS ABOUT

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

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

Estate Organizer. Janney Montgomery Scott LLC

Estate Organizer. Janney Montgomery Scott LLC Estate Organizer Janney Montgomery Scott LLC W E A L T H M A N A G E M E N T Table of Contents Desired Disposition of Estate... 1 General Information for Family... 2 Advisors... 4 Memorial Directions...

More information

Estate Planning: Your Records and Personal Information. What Information Do You Need?

Estate Planning: Your Records and Personal Information. What Information Do You Need? COOPERATIVE EXTENSION SERVICE UNIVERSITY OF KENTUCKY COLLEGE OF AGRICULTURE, LEXINGTON, KY, 40546 FCS5-422 Estate Planning: Your Records and Personal Information Jennifer Hunter, Ph.D., Family Finance

More information

B u t t e r f i e l d P e r s o n a l L o a n s

B u t t e r f i e l d P e r s o n a l L o a n s Personal Loans B u t t e r f i e l d P e r s o n a l L o a n s Whether your borrowing needs are large or small, long or short term, we have a loan that suits your needs. At Butterfield Bank, we pride ourselves

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

PERSONAL INFORMATION GUIDE

PERSONAL INFORMATION GUIDE private client newsletter mfg Solicitors: a new shape of lawyer PERSONAL INFORMATION GUIDE This Personal Information Guide is presented to... (We recommend that this form is kept in a safe place but that

More information

Estate Inventory Workbook

Estate Inventory Workbook Estate Inventory Workbook Estate Inventory Workbook Introduction One of the key tasks as the executor of an estate is to establish a list of the estate s assets and liabilities. To assist with this task,

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET Prospective Client- In order to best serve you and your interests, complete and return this packet as soon as possible. This will allow us to understand the specifics of your

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

About this Client Information Form

About this Client Information Form About this Client Information Form This is a Family Investors Company Client Information Form. Please read it carefully, as you will select products and services, tell us how you want to communicate with

More information

HEALY CROWLEY AHERN solicitors. Probate/Administration Questionnaire

HEALY CROWLEY AHERN solicitors. Probate/Administration Questionnaire Probate Questionnaire Version 1 September 2012 HEALY CROWLEY AHERN solicitors Probate/Administration Questionnaire Thank you for instructing Healy Crowley Ahern solicitors, of Killorglin and Caherciveen

More information

Persons to Notify in an Emergency...2. My Professionals...4. Notes/Special Considerations and Location of Important Papers... 5. My Money...

Persons to Notify in an Emergency...2. My Professionals...4. Notes/Special Considerations and Location of Important Papers... 5. My Money... Checklist for Life Empowering you to build beyond finance to a more fulfilling life Guidelines At Cornerstone Advisors, Inc., we appreciate that for many, BUILDING financial success and legacy goes BEYOND

More information

Valuable Papers INVENTORY AND RECORD OF

Valuable Papers INVENTORY AND RECORD OF INVENTORY AND RECORD OF Valuable Papers Every person has important papers relating to personal records, property ownership, insurance, finances, and other business affairs. Good management dictates that

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

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

ESTATE PLANNING CHECKLIST ESTATE PLANNING REVIEW FOR. Your lawyer will use the information you provide in this questionnaire:

ESTATE PLANNING CHECKLIST ESTATE PLANNING REVIEW FOR. Your lawyer will use the information you provide in this questionnaire: Appendix A ESTATE PLANNING CHECKLIST This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more

More information

PERSONAL FINANCIAL STATEMENT

PERSONAL FINANCIAL STATEMENT PERSONAL FINANCIAL STATEMENT YOU MAY APPLY FOR A SURETY CREDIT EXTENSION INDIVIDUALLY OR JOINTLY WITH A CO-. THIS STATEMENT AND ANY APPLICABLE SUPPORTING SCHEDULES MAY BE COMPLETED JOINTLY BY BOTH MARRIED

More information

ESTATE PLANNING WORKSHEET

ESTATE PLANNING WORKSHEET ESTATE PLANNING WORKSHEET Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents. Preparation of

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

Statement of Principles - Fees in Estate Matters

Statement of Principles - Fees in Estate Matters Statement of Principles - Fees in Estate Matters A. Legal Fees Generally 1. A lawyer must not charge a fee or disbursement which is not fully disclosed, fair and reasonable. 2. The fee that a personal

More information

Small Business Lending Small Business Capital LLC an SBA Authorized Direct Lender LOAN APPLICATION

Small Business Lending Small Business Capital LLC an SBA Authorized Direct Lender LOAN APPLICATION Small Business Lending Small Business Capital LLC an SBA Authorized Direct Lender LOAN APPLICATION This checklist has been provided to assist you through the process of gathering the necessary information

More information

PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH

PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH Jewish Social Service Agency PERSONAL RECORDS, INVENTORY, AND PLANS UPON DEATH Name: Date Updated: CONTENTS: PART I PART II PART III INVENTORY: CONTACTS, ASSETS, DOCUMENTS AND LOCATIONS 1. Personal Details

More information

INDIVIDUAL ESTATE PLANNING QUESTIONNAIRE Virginia L. Ross, P.C., Attorney at Law 503-292-7674 / RossLawOffice@Comcast.Net

INDIVIDUAL ESTATE PLANNING QUESTIONNAIRE Virginia L. Ross, P.C., Attorney at Law 503-292-7674 / RossLawOffice@Comcast.Net INDIVIDUAL ESTATE PLANNING QUESTIONNAIRE Virginia L. Ross, P.C., Attorney at Law 503-292-7674 / RossLawOffice@Comcast.Net FAMILY INFORMATION Please complete the following as thoroughly as possible. You

More information

Family Records Organizer

Family Records Organizer Family Records Organizer Family Records Organizer: Creating A Well-Ordered Life Keeping important documents and financial records organized and readily available is one of the best gifts you can give those

More information

INSTRUCTIONS FOR COMPLETING THESE FORMS

INSTRUCTIONS FOR COMPLETING THESE FORMS Invoice Factoring and SR & ED Tax Credit Financing Application 505 Consumers Road, Suite #707 Toronto, Ontario M2J4V8 416-497-7400 800-465-0400 Fax: 416-497-3139 Email: money@tcecapital.com Web: www.tcecapital.com

More information

PERSONAL INVENTORY OF ASSETS. For an easier transfer of your wealth

PERSONAL INVENTORY OF ASSETS. For an easier transfer of your wealth PERSONAL INVENTORY OF ASSETS For an easier transfer of your wealth PERSONAL INVENTORY OF ASSETS Are you planning your estate? Would you like to give your loved ones everything they need to manage your

More information

Civic Address City Province Postal Code. ( ) - ( ) - Phone # Cell Phone # Email Address

Civic Address City Province Postal Code. ( ) - ( ) - Phone # Cell Phone # Email Address 1. OWNERSHIP INFORMATION Mr. Mrs. Miss. Dr. Company Initials of Birth: Social Insurance Number: - - Civic Address City Province Postal Code ( ) - ( ) - Phone # Cell Phone # Email Address Driver License

More information

maclean wiedemann lawyers LLP

maclean wiedemann lawyers LLP Date: SECTION ONE FAMILY INFORMATION Personal Information Full Name: D.O.B. Place of Birth: Citizenship: Address: Phone: [H] [W] Spouse s Name: D.O.B. Place of Birth: Citizenship: Address: Phone: [H] [W]

More information

ESTATE PLANNING FACT FINDER

ESTATE PLANNING FACT FINDER ESTATE PLANNING FACT FINDER How much of your estate do you want to leave to your spouse/life partner, friends, relatives, and charitable organizations? ESTATE PLANNING: AS IMPORTANT AS EVER The estate

More information

Estate Planning Profile Date:

Estate Planning Profile Date: YOUR INFORMATION Estate Planning Profile Date: Your legal name Nickname Date of birth Age Residence street address City, State & ZIP Home phone # Cell phone # Home Email address County of residence Work

More information

CLIENT INTERVIEW FORM - FAMILY LAW CLIENT IDENTIFICATION

CLIENT INTERVIEW FORM - FAMILY LAW CLIENT IDENTIFICATION CLIENT INTERVIEW FORM - FAMILY LAW Date: Lawyer: Referred By: Legal Assistant: CLIENT IDENTIFICATION Full Name: Home Address: Mailing Address: Home Phone: Work: Fax: Mobile: Email: Date of Birth: Surname

More information

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

RETAIL LEASING ADVISORS, LLC

RETAIL LEASING ADVISORS, LLC Personal Financial Statement Page 1 of 2 Name (I, We) make the following statement of all (my, our) assets and liabilities as of the day of, 20, and give other material information for the purpose of obtaining

More information

Winter Production Financing Program

Winter Production Financing Program Winter Production Financing Program The Winter Production Financing Program provides financial assistance to Prince Edward Island craft and giftware manufacturers for inventory production. The primary

More information

ESTATE PLANNING QUESTIONNAIRE

ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING QUESTIONNAIRE Date Referred By: Your Name (full name): U.S. Citizen: Yes No Citizenship: Address: Date of Birth: / / Telephone No.: ( ) Cellular No.: ( ) Other No.: ( ) Fax No.: ( ) Email:

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

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