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 *

Today's Date

STATUS

CLIENT #1

Marital Status: *

First Name *

Middle Initial *

Last Name *

Date of Birth *

Social Security Number

Email Address *

Check the Phone Numbers Available for Contacting You *

Mobile Phone

Work Phone

Home Phone

Mobile Phone *

Work Phone *

Home Phone *

Street Address *

City *

State *

Zip *

Client #2

CLIENT #2

First Name *

Middle Initial *

Last Name *

Date of Birth *

Social Security Number

Email Address *

Check the Phone Numbers Available for Contacting You *

Mobile Phone

Work Phone

Home Phone

Mobile Phone *

Work Phone *

Home Phone *

Street Address *

City *

State *

Zip *

GENERAL INFORMATION

Select your current estate plan type:

Trust

Will

Other (Joint Tenancy, PoD, etc)

If Other, please specify:

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

Client #1 *

Yes

No

Client #2 *

Yes

No

Describe briefly: *

Have there been any changes in health conditions?

Client #1 *

Yes

No

Client #2 *

Yes

No

Describe briefly: *

Describe the changes you would like to make in your estate plan: *

BENEFICIARIES AND APPOINTMENTS

Have any named beneficiaries passed away?

Response *

Yes

No

DECEASED BENEFICIARY INFORMATION

Deceased Beneficiary Full Legal Name *

Deceased Beneficiary Date of Death *

Add More Deceased Beneficiaries Remove

Have any new beneficiaries been born?

Response *

Yes

No

NEW BENEFICIARY INFORMATION

New Beneficiary Full Legal Name *

New Beneficiary Relationship to Client *

New Beneficiary Date of Birth *

Add More New Beneficiaries Remove

Have any beneficiaries become disabled?

Response *

Yes

No

DISABLED BENEFICIARY INFORMATION

Disabled Beneficiary Full Legal Name *

Add More Disabled Beneficiaries Remove

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

Response *

Yes

No

Provide name and any other details: *

INSURANCE INFORMATION

Life Insurance

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

Client #1 Total Death Benefits

Client #1 Total Cash Value

Client #2 Total Death Benefits

Client #2 Total Cash Value

FINANCIAL INFORMATION

Have there been any significant changes in net worth?

Response *

Yes

No

Describe 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.

Client #1 Net Worth

Client #2 Net Worth

Total Net Worth

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

Response *

Yes

No

GIFT INFORMATION

ID: (Automated)

To whom? *

How much? *

Date of gift? *

Gift tax returns filed? *

Yes

No

Add More Gifts Remove

NOTES AND QUESTIONS: Describe anything else which may be important in updating your estate plan, including any questions:

Attach a current financial statement, if available. You may also attach any supporting documents that offer clarity to your estate plan changes:

Maximum upload size: 33.55MB

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.

The above statements are true and correct to the best of my knowledge.

I agree

I disagree