Confidential Estate Planning Worksheet
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4CONFIDENTIAL ESTATE PLANNING WORKSHEET
DATE
NAME
DATE OF BIRTH
SOCIAL SECURITY #
ADDRESS
CITY, STATE ZIP
COUNTY
EMPLOYER
POSITION
SPOUSE’S NAME (IF MARRIED)
SPOUSE’S DATE OF BIRTH
(DATE OF DEATH IF DECEASED)
SPOUSE’S SOCIAL SECURITY #
EMPLOYER
POSITION
PHONE NUMBERS Home (_____)
Business (_____)
FAX NUMBER (_____)
E-MAIL ADDRESS
BANK AFFILIATION
ACCOUNTANT\FIRM
SAFE DEPOSIT BOX LOCATION
LIVING CHILDREN -
Married? If so,
Name
Birth Date
Spouse’s Name
Address
Children
Do you (or your spouse) have any deceased children?
If so, please list name, year of death and whether they were survived by children
David P. Sutherland, Esq.
Wakefield, Sutherland & Lubera, P.L.C.
Page 1
23100 Jefferson Avenue
St. Clair Shores, MI 48080
Direct Dial (586) 552-8777
Fax (586) 778-5802
E-Mail
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