• ESTATE PLANNING: NEW CLIENT QUESTIONNAIRE

  • The information provided on this document is confidential. The attorney/client privilege prohibits your attorney from disclosing its contents to anyone.

    To save your form and continue filling it out at a later time, scroll down to the end of the form and click the SAVE button. 

    Feel free to contact us with any questions at info@kf-lawgroup.com or (847) 670 8200

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  • Personal Information

  • YOUR INFORMATION

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  • SPOUSE'S INFORMATION

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  • Beneficiaries

    • BENEFICIARY ONE  
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    • BENEFICIARY TWO  
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    • BENEFICIARY THREE  
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    • BENEFICIARY FOUR  
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    • BENEFICIARY FIVE  
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    • BENEFICIARY SIX  
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    • Collapse Stopper  
    • Family and Estate Questions

    • Your Estate

    • Your estate is equal to the value of all of your personal assets less the value of all of your personal liabilities. In order for us to prepare your estate planning documents properly, we must have an accurate idea as to the size of your estate and the types of assets that comprise your estate. Below, please list each of your assets and liabilities and indicate whether the asset or liability is personal to either of you or owned jointly.

    • ASSETS

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    • TOTAL ASSETS:

    • Your Total Assets      

      Spouse's Total Assets      

      Joint Total Assets      

    • LIABILITIES

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    • TOTAL LIABILITIES:

    • Your Total Liabilities      

      Spouse's Total Liabilities      

      Joint Total Liabilities      

    • NET VALUE OF ESTATE

    • Your Total Assets     

      Your Total Liabilities (-)     

      Your Net Estate (=)  

    • Spouse's Total Assets     

      Spouse's Total Liabilities (-)     

      Spouse's Net Estate (=)     

    • Joint Total Assets   

      Joint Total Liabilities (-)     

      Joint Net Estate (=)   

    • SOURCES OF INCOME

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    • TOTAL INCOME:

    • Your Total Income      

      Spouse's Total Income      

      Joint Total Income      

    • Advisors

    • ACCOUNTANT

    • FINANCIAL ADVISOR

    • LIFE INSURANCE AGENT

    • OTHER

    • Successor Trustee

    • The successor trustee is the individual or trust company who would have title to all of your property and will administer your property during your disability or after your death according to the terms of your living trust. The trustee is responsible for the management and investment of all of your trust property. Please consider the person you would choose to act as your Successor Trustee with great care.

    • Signature

    • The information provided above is a complete and total list of all of my/our assets and income, that I/we am/are presently aware of at this time.

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