Detecting Community Property Form - A Suggested Addition To Estate Planning Data Questionnaires

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EXHIBIT 1
Detecting Community Property
A Suggested Addition to Estate Planning Data Questionnaires
1. During the marriage, have you ever lived in any of the community property states: Arizona, California,
Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin? _______.
2. If so, please provide the following information:
Term of residence in community property state:
_________________________(State) from _______/_______ to _______/_______;
_________________________(State) from _______/_______ to _______/_______;
Have you ever signed a community property agreement? ________. (If so, please provide a
copy). Was it ever recorded? _______.
Have you ever signed any other agreement, whether before or during the marriage, regarding
your respective property rights? _______ (If so, please provide a copy).
Please list the assets you acquired while living in a community property state and which you still own:
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
Please list assets currently owned that were purchased (directly or indirectly), using assets acquired
while you lived in a community property state:
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
As to life insurance currently owned, were any premiums paid during the time you lived in a community
property state? _______

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