Estate Planning Update Worksheet

Estate Planning Update Worksheet 2019-09-03T11:08:23-06:00
Estate Planning Update Worksheet

ESTATE PLANNING UPDATE WORKSHEET

INTRODUCTION:

This online form is provided for the purpose of electronically communicating any and all necessary updates to your existing estate plan with Rainey Law, LLP.

Information provided is held in complete confidence and is used to analyze estate planning needs and design estate planning documents.

INSTRUCTIONS:

Please complete this form in full. If you (Client #1) are Married and all information on this worksheet is identical to you and your spouse (Client #2), complete only one worksheet. If information significantly differs, consider choosing the Single version of the worksheet for each person. Unmarried couples may use the worksheet as married couples, but please select the correct marital status, as it affects our recommendations for your estate planning.

Required fields are denoted by red asterisks *

STATUS

CLIENT #1

Client #2

CLIENT #2

GENERAL INFORMATION

Have there been any changes in status due to marriage, divorce, separation, or death?

Have there been any changes in status due to marriage, divorce, separation, or death?

Have there been any changes in health conditions?

Have there been any changes in health conditions?

BENEFICIARIES AND APPOINTMENTS

Have any named beneficiaries passed away?

Have any named beneficiaries passed away?

DECEASED BENEFICIARY INFORMATION

Have any new beneficiaries been born?

Have any new beneficiaries been born?

NEW BENEFICIARY INFORMATION

Have any beneficiaries become disabled?

Have any beneficiaries become disabled?

DISABLED BENEFICIARY INFORMATION

Have any named trustees or other persons appointed to act as trustees passed away or become disabled?

Have any named trustees or other persons appointed to act as trustees passed away or become disabled?

INSURANCE INFORMATION

Life Insurance

Provide the specified values of life insurance policies, if known:

FINANCIAL INFORMATION

Have there been any significant changes in net worth?

Have there been any significant changes in net worth?
What is your current net worth, not including life insurance? If a financial statement is available, please attach it below and submit it.

Were any gifts made in excess of the annual gift exclusion as defined by the IRS?

Were any gifts made in excess of the annual gift exclusion as defined by the IRS?

GIFT INFORMATION

Gift tax returns filed? *

Attach a current financial statement, if available. You may also attach any supporting documents that offer clarity to your estate plan changes:
Drop a file here or click to upload Choose File
Maximum upload size: 134.22MB

By clicking "Submit" for the Estate Planning Update Worksheet, Client(s) represents that all information submitted has been reviewed and approved by all parties mentioned in this form.

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