Estate Planning Checklist Template Page 15
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16Names:
Addresses:
OTHER MATTERS
1. Other factors. Describe or list here any facts or matters that do not seem to be covered by the other
sections of this questionnaire and that you believe may be important for your estate planning attorney to
know.
2. Community property. If you now live in or have lived in one of the states listed below, or if you own
real estate in one of these states, please circle the name of the state and indicate whether you and your
spouse have entered into any agreement about whether that property is separate property.
States: Arizona, California, Idaho, Louisiana, Nevada,
New Mexico, Texas, Washington, Wisconsin
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