Client Estate Planning Form
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AW
FFICE OF
AVID
OLDMAN
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F
LIENT
STATE
LANNING
ORM
Client Information
Today’s Date: ____/____/_______
Full Name: _____________________________________ Date of Birth: ____/____/_______
Address: _____________________________________________________________________
County of Residence: ___________________________________ Since: ____/____/_______
Work Phone: _____________ Home Phone: ______________ Cell Phone: _____________
(please indicate choice of contact preference)
E-mail: _________________________________________
U.S. Citizen: Yes
No
If not, citizen of ____________________
Employer: _____________________________________________ Since: ____/____/_______
Veteran: Yes
No
MARRIAGE INFORMATION
Are you married now?
Yes
No
IF YES:
Date of Marriage: ____/____/_______
Spouse: ________________________________________ Date of Birth: ____/____/_______
Do you and your spouse have a pre-nuptial or post-nuptial agreement? Yes
No
Have you been married previously? Yes
No
IF YES:
Date of Previous Marriage: ____/____/_______
Name of Former Spouse: _______________________________
Your name during marriage, if different than now: _____________________________
Date of Divorce: ____/____/_______
OR, if spouse is deceased, date of death: ____/____/_______
Are there any children from this previous marriage?
If yes, Name: _________________________________ Date of Birth: ____/____/_______
Name: _________________________________ Date of Birth: ____/____/_______
Name: _________________________________ Date of Birth: ____/____/_______
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Email: , Phone: 410-205-4830, Secure Fax: 602-424-0103
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