Call Now For A Free Consultation

(888) 871-9376

Section 1: Personal Information

Name
MM slash DD slash YYYY
U.S. Citizen
Home Address

Section 2 General Questions

Do you have an existing Trust?
If Yes, please provide a copy
Are you planning on getting married soon?
If Yes, please provide a copy
Have you previously been married?
If divorced, please describe on a separate sheet any continuing obligations under a divorce decree and attach a copy of pertinent paperwork if available.
Do you have an existing Will?
If Yes, would you like to discuss the advisability of a PrenuptialAgreement?
Do you have relatives dependent upon you for support?
All other tangible personal property (automobiles, clothing, furniture, pictures, etc.) to be distributed to:
Do you want a Living Will to address end of life issues?
Please leave Name, City/State, Relation and Gender
Please leave Name, City/State, Relation and Gender
Please leave Name, Address, City/State, Zip, Relation and Gender
Please leave Name, Phone, Address, City/State, Zip, Relation and Gender
Do you want a Living Will to address end of life issues?
Do you wish to be cremated?
Are you an organ donor?
Are you concerned that any of your beneficiaries will not behave responsibly with money that you give them?
Do you have pets for which you would like to make special provisions (such as custodial or financial arrangements)?

Section 3: Beneficiary Information

Names of living children as they are to appear in your documents
Name
Date of Birth
Phone
Address
Gender (male or Female)
Nationality of child:
Married? If Yes, please provide name of child's spouse:
Grandchildren? If Yes, please provide names and ages below:
 

Section 4: Digital Footprint

Do you wish to make specific gifts (or other disposition) of your digital assets?
Do you have any electronic and/or digital assets of significant value, whether stored externally or on your devices? These might include digital currency, intellectual property, or literary works.
Do you want some or all of your digital assets to be preserved at your death, instead of allowing the accounts and their content to be deleted?
Do you use an electronic service containing a list of your accounts and/or passwords?
Does anyone currently have access to your online accounts and/or passwords, or will they at your death?
Do you want to appoint someone to serve as your “Digital Fiduciary,” i.e., to deal with your digital

Section 5: Professional advisors

Attorney(s)
Name and Firm
Address
Phone
 
Financial Consultant
Name and Firm
Address
Phone
 
Accountant
Name and Firm
Address
Phone
 
Insurance Agent
Name and Firm
Address
Phone
 
Trust Officer
Name and Firm
Address
Phone
 
Other
Name and Firm
Address
Phone
 
Do we have your permission to discuss your plan and personal information with these advisors?

Addendum for Noncitizen Clients (Optional)

Name
Residency/Visa Status
Have you ever expatriated from the U.S., i.e., were you ever a US citizen or long term green card holder (8 out of 15 years)?

Contact Us For A

Free Consultation

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.
Privacy Policy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.