ESTATE PLANNING INFORMATION WORKSHEET--Married

WFB LEGAL CONSULTING
ESTATE PLANNING INFORMATION WORKSHEET

MARRIED PERSONS

PERSONAL & CONFIDENTIAL
Husband:
Full Name (First, Middle, and Last):
How do you sign your name (e.g., John B. Doe)?
Date of Birth:

Month Day Year
Date
Are you a U.S. citizen? If you are not, what is your country of citizenship?
Occupation:
Title:
Work Phone:
Work Fax:
E-Mail:
example@example.com
Cell Phone:
Wife:
Full Name (First, Middle, and Last):
How do you sign your name (e.g., Jane B. Doe)?
Date of Birth:

Month Day Year
Date
Social Security Number:
Driver’s License Number:
Are you a U.S. citizen? If you are not, what is your country of citizenship?
Occupation:
Title:
Work Phone:
Work Fax:
E-Mail:
example@example.com
Cell Phone:
Date of Marriage:

Month Day Year
Date
Home Address:
Phone:
City/State:
County:
Zip:
Who recommended you to our Firm?
Who is your CPA/Financial Planner?
Are you both CA residents?
While you have been married, have either of you lived in another state besides California? If yes, when and where?

Are we representing both of you?
Has either of you been married before? IF yes, how did the marriage end? IF either of you has been divorced, please also provide a copy of the divorce decree.
Are there any obligations pursuant to a divorce (e.g., alimony or child support)? IF yes, please explain:
Is there a prenuptial or postnuptial agreement? If yes, please provide a copy of the agreement.
Does either of you expect an inheritance? If yes, please explain:
Has either of you made gifts in any year to individuals (other than your spouse), valued over the annual exclusion amount ($14,500.00)?
Has either of you ever filed a gift tax return? If yes, please provide a copy of each such return.
Has either of you declared bankruptcy? If yes, please explain:
Has either of you ever filed a financial statement with a financial institution? IF yes, provide a copy of each such statement.
Does either of you own an interest in a business? IF yes, please circle the type of business and describe it below: S Corp. C Corp. Partnership LLC Sole Proprietor
Does either of you have a safety deposit box? If yes, where is it located?
Does either of you have a safety deposit box? If yes, where is it located?

Durable Power of Attorney: If you were sick and could not pay your bills, whom would you wish to handle your financial affairs? This should be someone you trust without question. A married person’s first option is usually his or her spouse. The second and third options are usually persons living in or near your community.
Husband:
Option #1 Name:
Relationship:
City and State:
Option #2 Name:
Relationship:
City and State:
Option #3 Name:
Relationship:
City and State:
Wife:
Option #1 Name:
Relationship:
City and State:
Option #2 Name:
Relationship:
City and State:
Option #3 Name:
Relationship:
City and State:
Living Will and Health Care Designation: Many people do not wish their lives to be prolonged on artificial life support. If there is no chance of recovery, or if you become incapacitated, whom do you wish to nominate to make your health care decisions? A married person’s first option is usually his or her spouse.
Husband:
Option #1 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:

Option #2 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Option #3 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Option #4 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Wife:
Option #1 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Option #2 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Option #3 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:
Option #4 Name:
Relationship:
Address:
City, State, and Zip:
Telephone:

Last Will and Testament and Living Trust: Please list your children and provide the following information. If you do not have children, please list your beneficiaries and their information here.
Child/Beneficiary 1 Name:
Child/Beneficiary 1 Relationship:
Child/Beneficiary 1 Address:
Child/Beneficiary 1 City, State, and Zip:
Child/Beneficiary 1 Telephone:
Child/Beneficiary 1 Date of Birth:

Month Day Year
Date
Child/Beneficiary 1 SSN:
Child/Beneficiary 2 Name:
Child/Beneficiary 2 Relationship:
Child/Beneficiary 2 Address:
Child/Beneficiary 2 City, State, and Zip:
Child/Beneficiary 2 Telephone:
Child/Beneficiary 2 Date of Birth:

Month Day Year
Date
Child/Beneficiary 2 SSN:
Child/Beneficiary 3 Name:
Child/Beneficiary 3 Relationship:
Child/Beneficiary 3 Address:
Child/Beneficiary 3 City, State, and Zip:
Child/Beneficiary 3 Telephone:
Child/Beneficiary 3 Date of Birth:

Month Day Year
Date
Child/Beneficiary 3 SSN:
After both of your deaths, do you wish to leave your estate in equal shares to each child/ beneficiary?
If one of your children/beneficiaries predeceases you, do you wish for his or her children to receive that share?

If one of your children/beneficiaries predeceases you and that child has no children, do you wish for that share to be divided equally among your other children/beneficiaries?
In the event that you and your children/beneficiaries are deceased, whom do you wish to name as your alternate beneficiaries? Please list below their names; addresses; relationship to you; and the percentage of your estate you wish to leave to each.
#1
#2
#3
#4
Whom do you wish to act as your Personal Representative for your Power of Attorney for Assets should you become incapacitated? This individual should be good with finances and trustworthy. If you have more than one child, we discourage you from naming a child or children because of the potential for conflict that often arises among them. A married person’s first option is usually his or her spouse.
Husband:
Option #1 Name:
Relationship:
Address:
City, State, and Zip:
Option #2 Name:
Relationship:
Address:
City, State, and Zip:
Option #3 Name:
Relationship:
Address:
City, State, and Zip:

Wife:
Option #1 Name:
Relationship:
Address:
City, State, and Zip:
Option #2 Name:
Relationship:
Address:
City, State, and Zip:
Option #3 Name:
Relationship:
Address:
City, State, and Zip:
If you have minor children, whom do you wish to act as the Guardian of your children if both of you are deceased? The Guardian should be someone whom you trust with their physical well-being, education, care, up bringing, etc.
Option #1 Name:
Relationship:
City and State:
Option #2 Name:
Relationship:
City and State:
During your lives, you and your spouse will act as the Trustees of both trusts and you will retain full control over them. If neither of you can serve due to death or incapacity, you must name a Successor Trustee(s) to manage your trusts. As with the Personal Representative, this individual should be good with finances and trustworthy. To this end, he or she is likely to be the same individual whom you named as Personal Representative (with the exception of your spouse, who may serve as a Co-Trustee, but not as a successor Trustee).
Option #1 Name:
Relationship:
Address:
City, State, and Zip:

Option #2 Name:
Relationship:
Address:
City, State, and Zip:
Option #3 Name:
Relationship:
Address:
City, State, and Zip:
#1. Are there charitable organizations which you support on an annual basis? IF yes, would you like to include any of these organizations in your estate plan? IF so, please provide their names; addresses; and the percentage of your estate you would like to leave to each.
Charitable Organization #2.
Charitable Organization #3.
Has either of you previously executed a will or trust? IF yes, please prove a copy of the Will or Trust that is presently effective.
Please provide a copy of every real estate deed, so that we can assess what, if anything, should be done with each parcel of real estate with reference to any trust that we may establish.
Please provide a copy of your last statements from any investment houses, such as Edward Jones, etc.

ASSET LIST FOR CLIENT USE:
CLIENT NAME:
DATE:

Month Day Year
Date
1. Homestead/Primary Residence:
Owner
Value
Mortgage

2. Investment/Personal Use Real Estate:

	Owner	Value	Mortgage
1.
2.
3.

3. Bank Accounts; Money Market Accounts; CD's:

	Account and Number	Owner	Value
1.
2.
3.
4.

4. Stocks/Options; Brokerage NON-Retirement Accounts:

	Account and Number	Owner	Value
1.
2.
3.
4.
5.

5. Business Interests:

	Name of Business	Owner	Value
1.
2.
3.

6. Notes Payable to You:

	Name of Note	Owner	Value
1.
2.
3.

7. IRA/401K/Annuities:

	Account Name and Number	Owner	Value	Beneficiary Designations
1.
2.
3.
4.
5.

8. Life Insurance:

	Account Name and Number	Owner	Death Benefit	Beneficiary Designations
1.
2.
3.
4.
5.

9. Vehicles/Personal Property:

	Vehicle/Property	Owner	Value
1.
2.
3.
4.
5.

ACKNOWLEDGEMENTS: I certify this is a true and correct representation of my assets as of this date. *

	Print Names Here ( and Date Below)
1.
2.

Date:

Month Day Year
Date:

Month Day Year
Should be Empty: