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Estate Planning

PERSONAL INFORMATION

Your Information

Home Address

Marital/Partner Status

Spouse/Partner Information

Intellectual Assets

CHILDREN AND/OR OTHER FAMILY MEMBERS

(Use full legal name. For stepparents, note only the biological parent.)

Living Children

Deceased Children

Descendants of Deceased Children:

Other Family Members Who Depend on You

Adoption

Step-Children and Step-Grandchildren Issues

IMPORTANT FAMILY QUESTIONS

Additional Information From Above or Anything Else You Want to Tell Me

Estate Complexity

ASSET INFORMATION

Please list the approximate totals of each category of assets
Retirement Plan Investments

ASSET INFORMATION

YOUR CONCERNS AND PLANNING OBJECTIVES

Please rate the following as to how important they are to you:
[H - high concern, S - some concern, L - low concern, N/A - no concern or not applicable]
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