Estate Plan Information
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7ESTATE PLAN INFORMATION
The following is the information we will need in order to plan your estate. You may not be able to
answer the questions at the end without talking with us first, but you should at least start thinking about them.
If you indicate that you wish to establish a trust for someone's benefit, we will want to explore with you the
various forms the trust could take.
If you are unmarried please simply ignore the questions relating to spouses and joint ownership, unless
you own property jointly with some other person.
I. PERSONAL INFORMATION
Birthdate
Soc. Sec. No.
1. Name
______________________________
____________
__________________
2. Name of Spouse ______________________________
____________
__________________
3. Home Address
______________________________
Home phone:
______________________________
Cell Phone:
E-mail address:
4. Place of Birth (yours)
________________________
Citizenship
________________________
" " " (spouse)
________________________
Citizenship
________________________
5. Business address (yours) ________________________
Bus. phone:
________________________
" " " (spouse)
________________________
Bus. phone:
________________________
6. Marital Status
________________________
Date of marriage
________________________
Name of prior spouse(s) ________________________
Date of divorce
_________________
________________________
_________________
Pre- or Post-Nuptial Agreements? (Please bring copies)
Separation Agreements? (Please bring copies)
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