Estate Planning Checklist Template Page 2
Download a blank fillable Estate Planning Checklist Template in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Estate Planning Checklist Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
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16information as you want. We recognize that this questionnaire is a fairly intrusive document. Keep in
mind, however, that the more complete the information is, the better it will equip you and your lawyer
throughout the planning process to come up with the best possible estate planning alternatives. Your
information will be kept confidential by your lawyer unless you authorize or request its release to others.
PERSONAL AND FAMILY INFORMATION
State the names requested below exactly as you want them to appear in your will and other
estate planning documents. Where the space on the form is insufficient, please use the reverse side.
Your name:
Date of birth:
Spouse's name:
Date of birth:
Home Address:
Telephone No.:
Are you a United States citizen? ______________ If not, of what country are you a citizen?
______________________________________________________________________________
Is your spouse a citizen of the United States?
If not, of what country is he/she a citizen? ____________________________________________
Your children, their spouses, and their children
Indicate which, if any, of your children is your child but not your spouse's, or vice versa. Also
show the date and place of adoption of any adopted child. Be sure to include any deceased child and
indicate the date of the child's death and his or her surviving spouse and children.
1.(a) Child:
Date of birth:
-2-
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