Estate Planning Checklist Template Page 4
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16If either you or
your spouse has been divorced, attach a copy of the divorce decree.
5. Is there other important personal information that might affect your estate plans? For
example, does a member of your family have a serious long-term medical or physical problem that will
require special care or attention in the future?
PERSONAL AND FAMILY FINANCIAL ASSETS
The following questions do not require detailed responses. For example, shares in publicly
traded companies might be shown simply as "common stocks." On the other hand, for property interests
that are more or less unique, such as interests in real estate, greater detail will be helpful. With regard to
real estate, it is important for your lawyer to know the location (city and state) of the real estate, how title
is held, and the character of the property, e.g., residence, shopping center, apartment house, or similar
description.
The following abbreviations may be used to describe certain attributes of particular assets:
JT = Joint tenancy with right of survivorship
TE = Tenancy by the entirety
TC = Tenancy in common
H = Husband's name alone
W = Wife's name alone
LT = Land trust
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