Gift Planning Page 8
Download a blank fillable Gift Planning 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 Gift Planning with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10Income (please list annual income from all sources)
You _____________________________________________________________________
Spouse __________________________________________________________________
Joint _____________________________________________________________________
_________________________________________________________________________
Notes
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
Estate planning documents
Will (please provide copies)
YOU
SPOUSE
1. Existing Will
Yes
No
Yes
No
______/______/______
______/______/______
2. Date of Will
______/______/______
______/______/______
3. Date of Last Codicil
______/______/______
______/______/______
______/______/______
______/______/______
4. Name of Executor
___________________
___________________
5. Name of Guardian(s)
___________________
___________________
Other Estate Planning Documents (please describe and provide copies - examples may include: living trusts,
insurance trusts, living wills, health care proxy, power of attorney, charitable trust, charitable gift annuity, premarital
agreement, etc.)
YOU
SPOUSE
1. _______________________
Yes
No
Yes
No
2._______________________
Yes
No
Yes
No
3. _______________________
Yes
No
Yes
No
4.________________________
Yes
No
Yes
No
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Life