Preliminary Estate Planning Questionnaire

To the Client:

In order to assist you with your estate planning, it is necessary that we have certain information about your family and finances. All information will be held on a strictly confidential basis. The information supplied will be relied upon by The Wooten Law Firm in the preparation of your estate plan.

Family Information

FAMILY INFORMATION








Home Address






Office Address







Children

FAMILY INFORMATION

Children of this marriage:









Do you or your spouse have any existing pre-marital agreements concerning the division of your property? If yes, please have available a copy.

Have you ever been married before?









Children of that marriage:











Children Cont.

FAMILY INFORMATION

Any of your children married?







Do you or your spouse have any
grandchildren?









Are any of your children
deceased?







Is there any other person
dependent upon you for support?





During this marriage, have you
ever lived in any of these states:
California, Texas, Arizona, New
Mexico, Washington, Idaho,
Louisiana, or Nevada?

If yes, select states


Financial

FINANCIAL INFORMATION

Please fill in the following
aggregate values to the best of your
abilities.  Values may be rounded. 
If the asset is owned jointly,
please indicate the other joint
owner(s) if the other joint owner(s)
is someone other than your spouse
and whether the asset is held with
right of survivorship.

Cash in Banks

Please provide a list and ownership of stocks identified above.


Assets

FINANCIAL INFORMATION

Real Estate

Partnership Interests


Assets Cont.

FINANCIAL INFORMATION

Automobiles, Boats, Other Vehicles

 

Describe items of personal property listed above.


Stock / Liabilities

FINANCIAL INFORMATION

As each closely-held company listed "stocks which are not regularly traded" in tab 4, please advise the following:


(if yes, please have available a copy)

What liabilities do you owe?


Inheritance

FINANCIAL INFORMATION

Please give the following information about your life insurance:

Do you or any member of your family anticipate any inheritance? If so, give the following information:

Are you or any member of your family any of the following:


(If so, please have available a copy of the trust agreement.)

(If so, please have available a copy of the trust agreement.)

(If so, please have available a copy of the trust agreement.)


Inheritance Cont.

FINANCIAL INFORMATION

Who should be named as executor of your will?  (In order of priority)

1.

2.

1.

2.

Who should be named as Trustee if trusts are involved in your estate plan?  (In order of priority)

1.

2.

1.

2.

Who should be named as Guardian of the person of any minor children who might survive you both?  (In order of priority)

1.

2.

Please describe briefly the manner in which you would like your assets distributed at your death, not taking into account any tax issues.


Is there any other information you feel we should know in order to counsel you in your estate planning? Are there any specific questions or areas you want us to consider and address?