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

M. G

FFICE OF

AVID

OLDMAN

Location of important papers (notes/deeds/etc):__________________________________

I am the legally appointed guardian of ________________________________________

I am serving as a power of attorney for ________________________________________

I am executor of the following estates: __________________________________________

I am involved in the following lawsuits: _________________________________________

Other considerations relevant to my estate and family interests:

______________________________________________________________________________

Intended Beneficiaries

If there is anyone not mentioned in this questionnaire to whom you wish to leave

property in your will, please list their full names and relationship to you:

______________________________________________________________________________

Choosing a Personal Representative

A personal representative is the individual who oversees and carries out the

provisions of a will. The job includes creating an inventory of all assets and

liabilities in the estate, filing documents with the court, paying any debts or taxes

that must be paid, determining what and how much is due to each beneficiary

named in the will and delivering to each what is intended for them.

You should choose a Personal Representative who, given the responsibilities and

the emotions involved, will best serve in this role. You should also choose at least

one and perhaps two back-up options should the first (or second) choice be

unavailable or unwilling. We will discuss this at our meeting.

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

Client Estate Planning Form Page 7