Form

Prepare Your Estate Planning Documents

To help the attorneys prepare your estate planning documents, please complete the secure estate planning information form using the link below. This information will help the attorney better understand your assets, beneficiaries, and estate planning goals before your consultation.

Husband Name (First, Middle, Last)


Wife Name (First, Middle, Last)


Date of Marriage, Separation, Divorce, or Death of Spouse

Assets – Real Property

Residence (Address & Current Value)


Rental / Investment Property (Address & Current Value)


Retirement Accounts (Custodian & Value)


Insurance Policies (Company & Value)


Business Assets (Equipment, Goodwill, Value)


Successor Manager (Name & Phone)

Liabilities

Real Estate Debt (Address & Balance)


Auto Loans


Other Long-Term Debt

Alternates

Alternate Executor (Name, Address, Phone)


Alternate Trustee (Name, Address, Phone)


Alternate Guardian (Name, Address, Phone)

Family & Beneficiaries

Children (Names, Birthdates, Parent)


Contingent Beneficiaries (Names & Addresses)


Age(s) of Distribution

Healthcare Power of Attorney

Healthcare Agent (Name, Address, Phone)


Alternate Healthcare Agent


Primary Physician (Name, Address, Phone)

Special Instructions

Special Instructions


Human Verification:
What is 8 + 5 ?