Estate Planning Strategy Form
To take the next step in our process, complete the below Strategy Form and submit to our office prior to your meeting:
Client Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Please check each box that describes the purpose of your visit:
*
I am not sure exactly what my needs are but would like to learn more about estate planning
To have my/our existing estate plan reviewed or changed
To discuss Long-Term Care Planning to cover the cost of home care or nursing home while preserving assets
To protect my assets from lawsuits and future judgement creditors
To protect my children's inheritance from divorces and creditors
To reduce or eliminate taxes, protect IRA and Retirement plans
To reduce or eliminate capital gains taxes
How would you describe your current health:
*
Good
Fair
Poor
Are you currently employed?
*
Yes
No
Retired
If yes, state your occupation:
Are you married or in a domestic partnership?
*
Yes
No
Spouse / Partner Name
First Name
Last Name
Spouse / Partner Phone Number
-
Area Code
Phone Number
Spouse Email
*
example@example.com
Do you have children?
*
Yes
No
Please List Your Children:
Are your parents living?
Yes
No
FINANCIAL WORKSHEET
Please provide an estimate estate value by completing the following schedule. Use your best estimate for each asset's value, assuming you could cash or sell it today at fair market value. Disregard what you paid for the asset or what it was worth when you inherited it.
YOUR ASSETS
Value in your name
Value in Spouse's Name
Value Owned Jointly
Amount of Debt on Asset
Real Estate: Homestead
Real Estate: Investment
Mortgages (Money owed to you)
Business
Death Benefit of Life Insurance
Annuities
IRAs and other Retirement Plans
Brokerage Accounts, Mutual Funds
Individually held Stocks & Bonds
Checking, Savings, Money Market
Vehicles, Boats, Planes
Household Goods
Other:
Submit
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