Client Estate Planning Form (Page 6 of 7) in pdf

M. G

FFICE OF

AVID

OLDMAN

Personal Property (Autos, Recreational Vehicles, Artwork, Antiques, Heirlooms,

Jewelry, Collections, etc.)

Please list all property, such as vehicles, that have a title to them (with the name of

any joint owner in parentheses), as well as any valuables that would be named

specifically in your will, including approximate value and amount owed, if any:

______________________________________________________________________________

Liabilities

Please list any significant debts associated with your estate (excluding those listed

above), e.g., student loans, personal loans, credit cards, etc. including amounts:

______________________________________________________________________________

Current Legal Documents

Do you currently have a Will? Yes

If yes, date: ____/____/_______

Does your spouse currently have a Will? Yes

If yes, date: ____/____/_______

Date Executed

Individual/s Named

Durable Power of Attorney

____________

_____________________________

Living Will/Health Directive

____________

_____________________________

Trusts you have executed or for which you are trustee:

Name of Trust: ________________________________ Date Executed: ____/____/_______

Type: _________________________ Trustee(s): ___________________________________

Beneficiaries: _____________________________ Trust Assets: _____________________

Essential Terms: ____________________________________________________________

Name of Trust:________________________________ Date Executed: ____/____/_______

Type: _________________________ Trustee(s): ___________________________________

Beneficiaries: _____________________________ Trust Assets: _____________________

Essential Terms: ____________________________________________________________

Email: , Phone: 410-205-4830, Secure Fax: 602-424-0103

Client Estate Planning Form Page 6