• ESTATE PLANNING INTAKE

    ESTATE PLANNING INTAKE

    WORKSHEET FOR MARRIED COUPLE

  • Please complete this worksheet at your earliest convenience. Estimated values for assets and liabilities are fine. If you run out of space for any question, please include that information in the “Additional Information” section at the end of the worksheet.

  • BIOGRAPHICAL INFORMATION

  • Date of Marriage:*
     / /

  • HUSBAND'S INFORMATION

  • Birthdate:*
     / /
  • US Citizen?:*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Is Husband Currently Employed?*
  • Format: (000) 000-0000.

  • WIFE'S INFORMATION

  • Birthdate:*
     / /
  • US Citizen?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Currently Employed?*
  • Format: (000) 000-0000.

  • CHILDREN

  • Do you now, or have you ever, had children?

  • 1st CHILD

  • Birthdate:*
     / /
  • US Citizen?*
  • Are Husband and Wife both the biological or adoptive parents of the child?*
  • Format: (000) 000-0000.
  • If child is deceased, date of death:
     / /
  • Do you have another child?*

  • 2nd CHILD

  • Birthdate:*
     / /
  • US Citizen?*
  • Are Husband and Wife both the biological or adoptive parents of the child?*
  • Format: (000) 000-0000.
  • If child is deceased, date of death:
     / /
  • Do you have another child?*

  • 3rd CHILD

  • Birthdate:*
     / /
  • US Citizen?*
  • Are Husband and Wife both the biological or adoptive parents of the child?*
  • Format: (000) 000-0000.
  • If child is deceased, date of death:
     / /

  • OTHER IMPORTANT FRIENDS OR FAMILY MEMBERS

  • Are there any important friends or family members that you may include in your estate plan (for example, as a beneficiary or executor of your estate)?*

  • 1st FRIEND OR FAMILY MEMBER

  • Birthdate:
     / /
  • US Citizen:
  • Format: (000) 000-0000.
  • Another friend of family member?

  • 2nd FRIEND OR FAMILY MEMBER

  • Birthdate:
     / /
  • US Citizen:
  • Format: (000) 000-0000.

  • PETS

  • Do you have any pets?*

  • 1st PET

  • Another pet?

  • 2nd PET

  • PROFESSIONAL ADVISORS

  • Do you have a CPA or accountant?*
  • Format: (000) 000-0000.
  • Do you have a financial or wealth management advisor?*
  • Format: (000) 000-0000.
  • Do you have a life insurance agent?*
  • Format: (000) 000-0000.
  • Do you have any other attorneys (business, tax, etc)?*
  • Format: (000) 000-0000.

  • IMPORTANT QUESTIONS

  • Have either of you completed previous will, trust or estate planning? (If Yes, please email copies of the documents)*
  • Are either of you receiving Social Security, disability, or other governmental benefits?*
  • Are either of you making payments pursuant to a divorce or property settlement order? If Yes, please email a copy of the order.*
  • Have you entered into a prenuptial or postnuptial agreement? If Yes, please email a copy of the agreement.*
  • Have either of you ever been widowed? If a federal estate tax return or a state death tax return was filed, please email us a copy of the return(s).*
  • Have either of you ever filed a federal or state gift tax return? If Yes, please email a copy of the return.*
  • Have you chosen any charitable organizations that you wish to make provisions for at the time of your death?*
  • Have you lived in any of the following states while married to each other: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin?*
  • To your knowledge, are either of you the current or remainder beneficiary of anyone else’s revocable or irrevocable trust (parents, grandparents)?*
  • Do any of your children have special educational, medical or physical needs?*
  • Do any of your children receive governmental support or benefits?*
  • Do you provide primary or other major financial support to adult children or others?*
  • Are there any specific goals or concerns that you would like to address in your estate plan?*

  • PROPERTY INFORMATION

  • REAL ESTATE

  • Do you own any real estate (personal residence, vacation home, vacant land, timeshare)?*
  • Another property?
  • Another property?

  • OTHER PROPERTY

  • Other than ordinary household furnishings and personal effects, do you own any personal property of significant financial value (jewelry, artwork, collectibles, etc)?*
  • Insured?
  • Insured?

  • VEHICLES

  • Do you own any automobiles, boats, recreational vehicles (RV) or other vehicles?*
  • Insured?*
  • Insured?*

  • DEPOSIT ACCOUNTS

  • Do you own any deposit accounts (checking, savings, money market, CDs)?*
  • Have you named a transfer-on-death beneficiary?
  • Another account?
  • Have you named a transfer-on-death beneficiary?
  • Another account?
  • Have you named a transfer-on-death beneficiary?

  • RETIREMENT PLANS

  • TAX DEFERRED ACCOUNTS

  • Do you own any retirement plans (401(k), 403(b), Traditional or Roth IRAs, etc)?*
  • Have you named a primary and secondary beneficiary?
  • Another plan?*
  • Have you named a primary and secondary beneficiary?
  • Another plan?*
  • Have you named a primary and secondary beneficiary?

  • TAXABLE INVESTMENT ACCOUNTS

  • Do you own any taxable investment accounts?*
  • Have you named a transfer-on-death beneficiary?
  • Another account?
  • Have you named a transfer-on-death beneficiary?
  • Another account?
  • Have you named a transfer-on-death beneficiary?

  • LIFE INSURANCE / ANNUITIES

  • Are you the owner, insured or beneficiary of any life insurance policies or annuities?*
  • Another policy?

  • BUSINESS INTERESTS

  • Do you own any closely held business interests?*
  • Have you entered into any Shareholder Agreements, Operating Agreements or Buy-Sell Agreements? If so, please email copies.
  • Another business?
  • Have you entered into any Shareholder Agreements, Operating Agreements or Buy-Sell Agreements? If so, please email copies.

  • DEBTORS

  • Does anyone owe any money to you?*
  • Original Date of Loan:
     / /
  • Maturity Date:
     / /
  • Secured?
  • Did you document the loan with a written Promissory Note?
  • Another debtor?
  • Original Date of Loan:
     / /
  • Maturity Date:
     / /
  • Secured?
  • Did you document the loan with a written Promissory Note?

  • GIFTS, INHERITANCES & OTHER

  • Do you anticipate receiving any gifts or inheritances from a third party (parents, grandparents, trust distributions) at some time in the future?*
  • Do you have any other significant assets that do not fit into any of the above categories (whether significant for financial or sentimental reasons)?*

  • OTHER DEBT

  • Other than mortgages and loans already referenced above, do you have any outstanding debt?*
  • Original Date of Loan:
     / /
  • Maturity Date:
     / /
  • Secured?
  • Another Lender?
  • Original Date of Loan:
     / /
  • Maturity Date:
     / /
  • Secured?

  • ADDITIONAL INFORMATION

  •  
  • Should be Empty: