ESTATE PLANNING WORKSHEET

Transcription

1 ESTATE PLANNING WORKSHEET Heritage Law Firm PO Box 974 Fort Mill, SC (704) main office (704) main fax USING THE INORMATION ON THIS PAGE, PLEASE OR FAX THIS WORKSHEET TO US PRIOR TO YOUR INITIAL CONSULTATION OR BRING THIS COMPLETED WORKSHEET TO YOUR 1ST APPOINTMENT

2 2 PERSONAL INFORMATION Nickname: Birth date: SS#: US Citizen?: Employer Name: Business Phone Number: Cell Phone Number: Yes! Keep me up to date via with changes in law that may affect my plan POTENTIAL BENEFICIARIES TRUSTED ADVISORS Personal Attorney: Telephone: Accountant: Telephone: Financial Advisor: Telephone: Life Insurance Agent: Telephone: 2

3 3 YOUR ESTATE PLANNING CONCERNS Please rate the following as to how important they are to you: (H for High Concern; S for Some Concern; L for Low Concern; N/A Not Applicable) Description Desire to get fiscal affairs in order to prepare for death or disability Providing for & protecting a future spouse. Providing for another relative. Proving for & protecting your pets. Disinheriting a family member. Providing for charities at the time of your death. Business Secession Planning transferring a family business. Avoiding or reducing your estate taxes. Avoiding probate. Reducing administration costs at the time of your death. Avoiding a conservatorship in the case of a disability. Avoiding will contests or other disputes at the time of your death. Protecting assets from lawsuits or creditors. Preserving the privacy of affairs in case of disability. Planning for Medicaid eligibility. Other Concerns? Please Specify. Level of Concern 3

4 4 SUMMARY OF ASSETS Type of Asset Real Property Furniture & Personal Effects Automobiles, Boats, & RVs Bank & Savings Accounts Stocks & Bonds Life Insurance & Annuities Retirement Plans Business Interests Money Owed to You Anticipated Inheritance, etc. Other Assets TOTAL ASSETS Description/Amount DESIGN INFORMATION Executor Upon your death, who do you want carrying out your instructions, for distributions to and, if desired, management of property? 4

5 5 TRUSTEE If you elect a Trust Plan, who do you want to carry out your instructions, for distributions to and, if desired, management of property? If you decide a Will Plan, who do you want to manage testamentary trusts for minor children (Under 18 if applicable) GUARDIAN FOR MINOR CHILDREN (if applicable) - If you have any children under the age of 18, list in order the preference of who you wish to be guardian if both you and your spouse pass away. POWER OF ATTORNEY If you were unable to make financial decisions for yourself, who would you want to make those decisions for you? 5

6 6 HEALTH CARE DOCUMENTS If you were unable to make decisions for yourself, who would you want to make decisions for you in regard to medical treatment? LIVING WILL Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures? YES NO Do you want to provide that your organs and tissues should be made available for transplant purposes? YES NO 6