Confidential Estate Planning Worksheet Page 4

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Other Information
Life Insurance -
Insurance
Death
Principal
Secondary
Term, U.L. or
Owner
Company & Agent
Benefit
Beneficiary Beneficiary
Whole Life
In case of your death or retirement, would any employer make payments to you or your
spouse under any qualified pension or profit-sharing plan, deferred compensation plan,
etc.? If so, please describe, with approximate amounts and designated beneficiary. Did
you contribute to such plans (voluntary or otherwise)? Who is the death beneficiary of such
rights?
Do you or your spouse own any interest in real or personal property located outside of the
State of Michigan? If so, please describe property and ownership interest.
David P. Sutherland, Esq.
Wakefield, Sutherland & Lubera, P.L.C.
Page 4
23100 Jefferson Avenue
St. Clair Shores, MI 48080
Direct Dial (586) 552-8777
Fax (586) 778-5802
E-Mail

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