Estate Planning And Will Information Form (Page 2 of 7) in pdf

Estate Planning And Will Information Form Page 2

Name:__________________________________________________________________

Address_________________________________________________________________

Date of Birth_____________________________________________________________

Name:__________________________________________________________________

Address_________________________________________________________________

Date of Birth:____________________________________________________________

Have any children received an advance on their inheritance or are any children

financially indebted to you.

_______________________________________________________________________

If yes, do you want to make this an issue at the time of distribution of your estate?

_______________________________________________________________________

Is there any reason to treat your children other than equally?

_______________________________________________________________________

Are any of the children spendthrifts?________________________________________

Are any children under a disability?_________________________________________

Please indicate if you have been married previously?___________________________

If any child should predecease parent, should his/her share pass through to his/her

children? __________________. If so, please indicate grandchildren, if any. Include

grandchildren born out of wedlock and indicate whether they should be entitled to

inherit:

Name

Date of Birth

Parents

_____________________________ _________________ ________________________

Estate Planning And Will Information Form Page 2