Client Estate Planning Form Page 2
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AW
FFICE OF
AVID
OLDMAN
Has your current spouse been married before? Yes
No
If yes, prior spouse: ____________________________Date of Birth: ____/____/_______
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: ____/____/_______
If you were married more than once before, please check the box and include this
same information on the back of this sheet.
Children Information
(if child is adopted, please indicate as such)
First Born Name: _______________________________ Date of Birth: ____/____/_______
Address:
_________________________________________________________________
Phone: ___________________________ E-mail: ___________________________________
Child’s Spouse: _________________________________ Date of Birth: ____/____/_______
Their children’s names and birth dates: ________________________________________
_____________________________________________________________________________
Next Born Name: _______________________________ Date of Birth: ____/____/_______
Address:
_________________________________________________________________
Phone: ___________________________ E-mail: ___________________________________
Child’s Spouse: _________________________________ Date of Birth: ____/____/_______
Their children’s names and birth dates: ________________________________________
_____________________________________________________________________________
Next Born Name: _______________________________ Date of Birth: ____/____/_______
Address:
_________________________________________________________________
Phone: ___________________________ E-mail: ___________________________________
Child’s Spouse: _________________________________ Date of Birth: ____/____/_______
Their children’s names and birth dates: ________________________________________
_____________________________________________________________________________
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Email: , Phone: 410-205-4830, Secure Fax: 602-424-0103
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