Irrevocable Life Insurance Trust Questionnaire Template - Law Office Of Mili Patel printable pdf download

Irrevocable Life Insurance Trust Questionnaire Template - Law Office Of Mili Patel

_____________________________________________________________________________________________

IRREVOCABLE LIFE INSURANCE TRUST QUESTIONAIRRE

Date: _______________________________________

Full Legal Name:

Please begin filling out this questionnaire. It is important that you answer each applicable question fully

and legibly, as your answers will help to expedite the creation of your will documents.

You should answer all questions relevant to your case. If a question does not apply to your particular

situation, please indicate by marking the question “N/A”. If the answer to any question requires more space than

has been provided on the form, please complete your answer on a separate sheet.

In addition, you should consider obtaining professional assistance in valuing assets such, without

limitation, as pensions, employment benefit plans, and profit sharing rights.

THIS FORM DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. AN

ATTORNEY CLIENT RELATIONSHIP IS FORMED ONLY AFTER A RETAINER

HAS BEEN SIGNED AND THE REQUISITE RETAINER FEE HAS BEEN PAID.

Marital Status:

Full Legal Name:

DOB:

Spouse’s Full Legal Name:

DOB:

Date of Marriage:

_________________________________________________________________

Principal Address:

County of Residence:

Telephone Numbers:

Home:

Office:

Mobile:

E-Mail:

Other residence(s):

Nationality:

□ US Citizen

□ Permanent Resident

□ Non-US Citizen

Spouse’s Nationality:

□ US Citizen

□ Permanent Resident

□ Non-US Citizen

_____________________________________________________________________________________________

15400 Knoll Trail Drive, Ste. 220, Dallas, Texas 75248

: 972-332-3484

F: 972-332-3976

Irrevocable Life Insurance Trust Questionnaire Template - Law Office Of Mili Patel