FREE NO OBLIGATION INITIAL CONSULTATION
Information provided is held in complete confidence and is used to analyze estate planning needs and design estate planning documents.
Completing this worksheet is not mandatory prior to the initial appointment with us, but if you can complete the worksheet prior to your appointment, more information and value will be received during the complimentary initial consultation.
During the initial appointment, we will determine your specific estate planning needs and goals. The potential cost of probate and tax which would occur with your plan will be analyzed, and methods of reducing costs and accomplishing goals will be discussed. An exact quote on fees for estate planning will be provided before you authorize completion of your estate plan.
The information requested on this worksheet may seem intrusive, but we must understand your present situation and your wishes for the future. This information enables us to plan the estate to accomplish your goals, avoid probate, and save on taxes and administrative expenses.
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.
Important: For any information requested here that there isn't enough room for on the printed forms, please include that information on additional sheets of paper.
Required fields are denoted by red asterisks *
NET WORTH: If you added the value of all property owned by yourself and your spouse including real estate, personal property, bank accounts, stocks, bonds, IRAs, and anything else you own except death benefits on life insurance, then what is the approximate total value of your estate?
Please list your income/asset/liability information in the category below. Please see the last page for more information regarding your assets.
Check ALL of the various types of assets that you have:
Include all mortgages, personal loans, etc.
While not needed now, the following documents will be necessary for us to help you fully “fund” your Trust, i.e, retitle all your assets into your Trust after you sign your Trust to avoid probate. Simply check below all that apply.
Before you sign your Estate Plan Documents, please provide us with a copy of any document or record evidencing your ownership of any of these assets. When you do provide them, also include the names of your financial institutions or insurance providers, account numbers, and mailing addresses. Copies are preferable to handwritten notes to help avoid drafting errors.
By clicking "Submit" for the Estate Planning Worksheet, Client(s) represents that all information submitted has been reviewed and approved by all parties mentioned in this form.
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