ESTATE PLANNING – QUESTIONNAIRE

CHILDREN (INCLUDING ADOPTED CHILDREN)

OTHER BENEFICIARIES / CHILDREN FROM FORMER RELATIONSHIPS

INCOME INFORMATION

PROPERTY INFORMATION – REAL ESTATE

CASH ACCOUNTS

*IMPORTANT: Bring current statements for each account.

INVESTMENTS (BONDS, STOCKS, ETC.)

*IMPORTANT: Bring current statements for each account.

RETIREMENT ACCOUNTS (INCLUDING IRAs, 401Ks, etc.)

*IMPORTANT: Bring current statements for each account.

LIFE INSURANCE (FOR TYPE, SELECT “W/L” FOR "WHOLE LIFE" AND “T” FOR TERM)

ANNUITIES

BUSINESS INTERESTS (FOR TYPE SELECT "C" FOR CORPORATION, "P" FOR PARTNERSHIP, "LLC" FOR LIMITED LIABILITY COMPANY, "SP" SOLE PROPRIETORSHIP)

MORTGAGES / PROMISSORY NOTES / LOANS

Miscellaneous (List Only Major Personal Effects Such as Automobiles, Valuable Jewelry, Paintings, Coin Collections, Stamp Collections, etc.)

SAFE DEPOSIT BOX

OTHERS LISTED ON BOX:

ADVISORS

OTHER IMPORTANT INFORMATION

** Please bring copies of any existing estate planning documents (Will, Trust,Power of Attorney, etc) with you to your meeting. It is also helpful to have account statements and any beneficiary information for each asset you currently own.

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