Will Questionnaire (Individual)
|
|
- Dale Thomas
- 5 years ago
- Views:
Transcription
1 Will Questionnaire (Individual) This questionnaire is designed to help us to find out the information we need to prepare your Will and to advise you in relation to the issues that are important to you. We appreciate that not all of the questions will be relevant to you and/or that you may not be able to provide all of the answers. 1. Personal details Title Mr Mrs Ms Miss Dr Other - Last Name First Name(s) Middle Name(s) Alternative / Former Name(s) Date of Birth Marital Status (please tick all that apply) Single Cohabiting Engaged Married / Reg. Civil Partnership Separated Divorced Widowed Date of Marriage / Civil Partnership General State of Health Occupation Page 1 of 15
2 2. Contact details Address Post code Home Tel Work Tel Mobile Tel Address 3. Residence and Domicile Country of Residence for Inheritance Tax purposes (if known) England Other - Not known / advice needed Country of Domicile for Inheritance Tax purposes (if known) England Other - Not known / advice needed 4. Existing Wills Do you have any existing UK Wills? Yes No Do you have any existing foreign Wills Yes Country No Page 2 of 15
3 5. Funeral Wishes Please give details of whether you would like to be buried or cremated and any additional details, such as: place of burial or scattering of ashes, if you wish to donate your body for the treatment of others, if you wish to donate your body for medical education and research. Funeral Wishes Burial Cremation Additional Details Page 3 of 15
4 6. Asset Information Please give details of your assets and liabilities. Cash and Investments Cash / Liquid Assets Personal Possessions Investments, e.g. unit trusts, quoted shares, options etc Property Main Residence, and any mortgage Other Property, and details of any mortgages Other Businesses Non-UK Assets Other Assets Gifts made in the last 7 years Inheritances Potential Inheritances Life Insurance Policies Pension Policies Death in Service Benefits 7. Children Please give the full names, addresses, dates of birth and status of all of your children. (Status can include born in wedlock, born out of wedlock, adopted and step-child) Page 4 of 15
5 (a) r Children Full Name Address Date of Birth Status & Name of Other Parent (b) Additional Information About Children Page 5 of 15
6 8. Guardians If you have any children under the age of 18, you should appoint at least one Guardian to look after them, in case both you and the child s other parent have died. We suggest that you and your child s other parent choose the same people to act. A Guardian s responsibilities include looking after the day-to-day care of the child and making decisions about his or her upbringing, including: place of residence, education (including deciding between a religious or secular education), healthcare, and general welfare. (For the purposes of appointing Guardians, the word children includes illegitimate and adopted children, but not step children.) (a) Main Guardians Name Address Relationship to you Age (b) Substitute Guardians Name Address Relationship to you Age (c) Do have any questions about the above appointments? Page 6 of 15
7 9. Executors r Executors are the people appointed in your Will to carry out your wishes and to administer your estate for your beneficiaries. The Executors responsibilities are to: locate, identify and value your assets and liabilities; calculate and pay any tax payable by your estate; apply to the probate registry for a grant of Probate of your Will; collect your assets in; make sure all valid claims and debts are received, assessed and paid; arrange for the distribution of the estate in accordance with the terms of the Will; prepare accounts and deal with administration tax returns; and defend litigation. Anyone over 18 can act as Executor, including a person named as a Beneficiary in your Will. They must be trustworthy and able to take on a potentially demanding role. can also appoint a professional such as a lawyer or an accountant to act, although that is not necessary in most circumstances. An Executor can act by themselves or jointly with another person. can also appoint substitutes in case the main Executor or Executors cannot act. Most couples choose the survivor and one other to act as their main Executors, plus one substitute in case either of the main Executors cannot act. r Executors Name Address Occupation / Relationship Main / Substitute? Page 7 of 15
8 10. Specific Gifts to Friends and Family Would you like to leave any individual items to friends and family, such as family heirlooms, jewellery or keepsakes, or a particular property? If so, please provide the details below. If you wish to make further gifts, please give details of those gifts in section 11. Any items not specifically gifted will fall into the residue of your estate and will pass to the main beneficiaries named under your Will. (a) r Specific Gifts Full Name Address Relationship Item / Property If a beneficiary dies before you, do you want their children to inherit instead of them? Yes No Page 8 of 15
9 11. Cash Gifts to Friends and Family Would you like to leave any individual gifts of money to friends and family? For example, X to each of your godchildren or nephews and nieces. If so, please give details of the gifts. If you wish to make further gifts, please give details of those gifts in section 11. (a) r Cash Gifts Full Name Address Date of Birth Relationship Amount / If a beneficiary dies before you, do you want their children to inherit instead of them? Yes No Page 9 of 15
10 12. Cash Gifts to Charity Would you like to leave any individual gifts of money to Charity? If so, please give the details of the gifts. If you wish to make further gifts, please give details of those gifts in section 11. can find details of all UK Registered Charities on the Charity Commission website: (a) r Charitable Gifts Name of Charity Registered Address Charity Commission No. Amount / Page 10 of 15
11 13. Gift of Residuary Estate r Residuary Estate is what is left of your estate once the individual gifts have been made and any debts, Inheritance Tax and administration costs have been paid. Under English law, you are free to leave your Residuary Estate to whomever you wish, although claims might be made against your estate if you do not include beneficiaries who you are maintaining during your lifetime, such as a child or a former spouse. Please let us know if you would like further information about this issue. (a) Main Gift of Residue Who would you like to inherit your Residuary Estate? My Children Other, please give details below Full Name / Name of Charity Address Relationship / CC Number % of residue (b) Substitute Gift of Residue Who would you to inherit if the above gifts fail? My Children Other, please give details below Full Name / Name of Charity Address Relationship / CC Number % of residue Page 11 of 15
12 (c) Longstop Gift of Residue Who would you like to inherit if all of the above gifts fail? Full Name / Name of Charity Address Relationship / CC Number % of residue (d) Further Information Do have any questions or concerns about the above distribution(s) of your Residuary Estates? Page 12 of 15
13 14. Additional Questions Children and Grandchildren At what age would you like a child to inherit under your Will? N.B. While a child is under that age, his inheritance can in most cases be used for his benefit (e.g. to pay school fees, day-t0-day costs and to provide an allowance) >25 If a child dies before you, do you want their children to inherit in their place? Yes No Other If any other beneficiary named in your Will dies before you, do you want their children to inherit in their place? Yes No Vulnerable Beneficiaries Is any beneficiary physically or mentally disabled? Yes No Is any beneficiary otherwise vulnerable, e.g. due to drug or alcohol problems? Yes No Is any beneficiary on means-tested benefits? Yes No Possible Claims against a Beneficiary Is any beneficiary separated from their Spouse or Civil Partner or likely to go through divorce proceedings? Yes No Is any beneficiary bankrupt (or likely to become so) or facing other court proceedings? Yes No Possible Claims against your Estate Are you maintaining a former Spouse, for example paying a regular sum or providing a place from him or her to live? Yes No Are you maintaining anyone else, e.g. paying an allowance, rent or providing a place for to live? Yes No Page 13 of 15
14 15. Other Information If you require more space to answer any of the questions on this form please give further details. When completed, please return this questionnaire to: Alison Armstrong, Armstrong Private Client, 143 Stoke Newington Church Street, London N16 0UH Page 14 of 15
15 About us Armstrong s is a specialist private client law firm in Stoke Newington providing sympathetic and practical advice to individuals and families. We can advise on the following areas of law: Wills and Estate Planning Inheritance Tax Planning Probate and the Administration of Estates Mental Capacity and Powers of Attorney Charity Formation and Administration Find us Armstrong Private Client 143 Stoke Newington Church Street Stoke Newington London N16 9AY Get in touch Tel: Fax: alison@armstrongprivateclient.com Web: Alison Armstrong, TEP Principal Solicitor After gaining a first in English and Philosophy, Alison studied Law at the College of Law in London and qualified as a Solicitor in She has worked at a number of well-known law firms in the City and the West End, and now runs her own law firm, Armstrong Private Client, in North London. Page 15 of 15
WILL QUESTIONNAIRE. Section 1: Your details. Client 1 Client 2. Your title: Your full name (include middle names): Have you ever used any other names?
WILL QUESTIONNAIRE This is our standard Will Questionnaire. It s long because it has to cover everybody. You don't need to fill in all the sections though - just the ones that apply to your circumstances.
More informationWill Preparation Form
Will Preparation Form Thank you for contacting Solomons Solicitors regarding your Will(s) Please complete the form below. Please note that if you are a couple, you will need to fill out separate forms,
More informationPROTECTING THE ONES YOU LOVE
PROTECTING THE ONES YOU LOVE We have created this useful questionnaire to help you to carefully consider what you would like to happen to the people you care about & all the things that matter most to
More informationWill Questionnaire. Personal Information. Questions about you
Will Questionnaire As part of our wills service we meet with you (our clients) to advise you on your individual circumstances. The following questionnaire helps us put a more detailed picture of you and
More informationWILL AND ESTATE QUESTIONNAIRE
WILL AND ESTATE QUESTIONNAIRE PERSONAL INFORMATION SECTION 1 FAMILY INFORMATION Full Name: List any other names you are known by: Date of Birth: Place of Birth: Address & Postal Code: Home Phone: Business
More informationWills Check list 1 Client
Wills Check list 1 Client Please enter all information in CAPITALS If you require additional space for any answer please turn to back page Please give your full name (including middle names and any other
More informationWILL and ESTATE QUESTIONNAIRE SECTION I - FAMILY INFORMATION
WILL and ESTATE QUESTIONNAIRE PERSONAL INFORMATION: SECTION I - FAMILY INFORMATION Full Name: Spouse's Name: List any other names you are known by: List any other names you are known by: Date of Birth:
More informationWHAT HAPPENS IF I DIE WITHOUT MAKING ANY WILL?
Making a Will WHAT HAPPENS IF I DIE WITHOUT MAKING ANY WILL? If you die without making a Will, the law provides that your spouse is entitled to your entire estate if there are no children. If you leave
More informationPre-Conference Questionnaire
Pre-Conference Questionnaire Thank you for choosing Artisan Law for your estate planning. To help you to make the most of your appointment, please complete this questionnaire to the best of your ability
More informationAddress:. Telephone Number: (Home) (Mobile) Marital Status: Single / Divorced / Engaged / Remarried / Married / Widowed / Separated
Will Planner This Will Planner is designed to help you prepare for questions the solicitor will ask at your appointment. It will help to save time and make the Willwriting process more efficient. If you
More informationWILL PREPARATION DOCUMENT
WILL PREPARATION DOCUMENT Just a few simple questions. QualitySolicitors Changing the way you see lawyers This Will Planner is to help you prepare for questions the solicitor will ask at your appointment.
More informationDEVEREUX & CO WILLS. A B C Guides. q Conveyancing
A B C Guides q Family Law q Conveyancing q Age-related Law DEVEREUX & CO SOLICITORS www.devlaw.co.uk WILLS Why make a Will? to ensure that your Estate passes to the beneficiaries whom you choose. to avoid
More informationWILL QUESTIONNAIRE. Northgate House Devizes Wiltshire SN10 1JX Tel: Fax:
WILL QUESTIONNAIRE Northgate House Devizes Wiltshire SN10 1JX Tel: 01380 733300 Fax:01380 733600 PERSONAL DETAILS Full name Address and contact number Date and place of birth Residence for tax purposes
More informationSCULLION LAW Free Will Scheme in aid of Marie Curie
SCULLION LAW Free Will Scheme in aid of Marie Curie WILLS QUESTIONNAIRE Please call us on 0141 374 2121 or 01698 283 265 730 Dumbarton Road, West End G11 6RD 105 Cadzow Street, Hamilton ML3 6HG 130 Saltmarket,
More informationESTATE PLANNING AND WILL INFORMATION FORM
ESTATE PLANNING AND WILL INFORMATION FORM ROLSCH LAW OFFICES 423-3RD AVENUE SE P.O. BOX 189 ROCHESTER, MN 55903 PHONE: (507) 280-1943 FAX: (507) 280-4283 WHEN YOU HAVE COMPLETED THIS FORM, please return
More informationClient: Instructions for a Will. Date. Ref: 1. Will maker/testator. (a) Full Name:
Client: Re: Instructions for a Will Date Ref: 1. Will maker/testator (a) Full Name: (b) Details of any other names in which assets appear: (c) Normal residential address (for drafting into the Will) and
More informationESTATE PLANNING INFORMATION SHEET I. PERSONAL AND FAMILY INFORMATION
Date: ESTATE PLANNING INFORMATION SHEET I. PERSONAL AND FAMILY INFORMATION Husband s Name: Home Address: (Include County) (First) (Middle) (Last) Telephone: Home Business Occupation: Business Address:
More informationJohnson, Larson & Peterson, P.A. Attorneys at Law
Estate Planning and Will Information Form When you have completed this form, please return it to our office or bring it along to your scheduled office conference. We rely upon the information you provide
More informationWILL MAKING CHECKLIST
Level 3 Pivotal Point 50 Marine Parade Southport Qld 4215 07 5557 8785 07 5557 8786 Positive Law Solutions WILL MAKING CHECKLIST Your details Full name Date of birth Occupation Marital status if relevant
More informationAddress:. Postalcode:. Telephone Number: (Home) ( ) Marital Status: Single / Divorced / Engaged / Remarried / Married / Widowed / Separated
Will Planner This Will Planner is to help you prepare for questions the lawyer will ask at your appointment. Thinking about and completing these questions before yourappointment will help to save time
More informationSingle Will Instruction Form
Single Will Instruction Form Please read the associated Will guidance notes before completing this form. If you require any assistance when completing this form please call our Customer Care Team on 0808
More information8. Checklist for a Discretionary Testamentary Trust and Other Estate Planning Documents
8. Checklist for a Discretionary Testamentary Trust and Other Estate Planning Documents This form will be used in conjunction with a personal discussion with TressCox to draw up a Testamentary Trust Will
More informationA. L. HUGHES & CO. SOLICITORS & COMMISSIONERS FOR OATHS ESTABLISHED Wills Service. Guide for Clients
A. L. HUGHES & CO. SOLICITORS & COMMISSIONERS FOR OATHS ESTABLISHED 1950 Wills Service Guide for Clients And Instructions Questionnaire For completion and return Why is this Important? This leaflet has
More informationEstate -all assets owned by the Testator at the time of death. This includes all money, property and other possessions.
A Will sets out what is to happen to a person s assets when they die. There are detailed rules about how a Will should be made, and what it should say to carry an individual s wishes into effect. These
More informationDATED 2011 WILL QUESTIONNAIRE
DATED 2011 WILL QUESTIONNAIRE 1 WILL QUESTIONNAIRE (A) DETAILS FOR YOU AND YOUR PARTNER 1. FULL NAMES (include any aliases):- ADDRESS: (a) (b) HOME TEL NO: EMAIL ADDRESS: D.O.B: (a) (b) OCCUPATIONS: ARE
More informationESTATE PLANNING GUIDE
ESTATE PLANNING GUIDE 2014 70825688.20 0099830-00217 TABLE OF CONTENTS DRAFT PREFACE A NOTE FROM THE ESTATE PLANNING COUNCIL... 1 INTRODUCTION... 1 CHAPTER 1 BASIC STEPS OF ESTATE PLANNING... 6 1.1 Identify
More informationyour full legal name social security number / / occupation home address home phone # work phone # cell phone #
Individual trust Please print your entries clearly and legibly. Fill this workbook out in its entirety to the best of your ability. If you need more space, use another sheet of paper and attach it. a.
More informationESTATE PLANNING WORKSHEET Will / Trust Questionnaire
ESTATE PLANNING WORKSHEET Will / Trust Questionnaire The information which you provide is held in complete confidence, and is used solely for the purposes of analyzing your estate planning needs and designing
More informationLAW OFFICES OF RAYMOND E. TOMASETTI, JR. ESTATE PLANNING PERSONAL QUESTIONNAIRE
LAW OFFICES OF RAYMOND E. TOMASETTI, JR. ESTATE PLANNING PERSONAL QUESTIONNAIRE PERSONAL INFORMATION Your Name (First, Middle, Last, Suffix) Social Security Number Home Address City, State, Zip Mailing
More informationINSTRUCTION GUIDE FOR YOUR WILL
DATE: GENERAL INFORMATION: INSTRUCTION GUIDE FOR YOUR WILL NAME: CITIZENSHIP: PLACE OF BIRTH: DATE OF BIRTH: ADDRESS: (including postal code) TELEPHONE: (HOME) ( ) (WORK) ( ) OCCUPATION: EMPLOYER: DO YOU
More informationWhat is a trust?
What is a trust? 02 Trusts have been used by families for centuries. A trust is a mechanism whereby one person (the settlor ) may give away the enjoyment of assets to a group of individuals (the beneficiaries
More informationTHE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE
THE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE Do I need a will? 1 What is a will? 2 Does a will cover everything I own? 3 What happens if I don t have a will? 4 Are there various
More informationESTATE PLANNING INFORMATION QUESTIONNAIRE (SINGLE PERSON)
ESTATE PLANNING INFORMATION QUESTIONNAIRE (SINGLE PERSON) Date: 1. Personal Information: Full Name: Social Security #: Date of Birth: Place of Birth: Address: Home Phone: Work Phone: Cell Phone: Facsimile:
More informationESTATE PLANNING QUESTIONNAIRE
The purpose of this questionnaire is: ESTATE PLANNING QUESTIONNAIRE 1. To help you organize personal and financial information so that you can assess your current estate plans and evaluate whether changes
More informationA GUIDE TO WILLS AND PROBATE
A GUIDE TO WILLS AND PROBATE A GUIDE TO Wills & Probate the Aim of this book is to guide you through the importance of making a will, the rules of intestacy and how to deal with obtaining a grant of probate.
More informationA GUIDE TO WILLS AND ESTATE PLANNING
A GUIDE TO WILLS AND ESTATE PLANNING UNITED CHURCH FUNDS WILLS EVERYONE NEEDS A WILL WHY HAVE A WILL? A Will is a critical component of your estate planning. You need a Will, regardless of the size of
More information2) An estate represents a deceased person's assets after all debts are paid. Answer: TRUE Diff: 1 Question Status: Previous edition
Personal Finance, 6e (Madura) Chapter 20 Estate Planning 20.1 Purpose of a Will 1) Two key goals of estate planning are to ensure that your estate passes to the proper beneficiaries and to ensure that
More informationGEOFFREY WHITE LAW CORPORATION ESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE The information requested in this questionnaire is required in order to provide each client with a will that reflects his or her requirements. The questionnaire is broken
More informationESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE This questionnaire is designed to help gather the information required to structure an estate plan that best accomplishes your goals. Should any questions arise while completing
More informationTRUST SETTLEMENT CLIENT QUESTIONNAIRE INSTRUCTIONS FOR COMPLETING THIS QUESTIONNAIRE
TRUST SETTLEMENT CLIENT QUESTIONNAIRE INSTRUCTIONS FOR COMPLETING THIS QUESTIONNAIRE This TRUST SETTLEMENT CLIENT QUESTIONNAIRE addresses information regarding the Trust Settlement for the Decedent as
More informationEstate Plan Client Information Trust Questionnaire
Estate Plan Client Information Trust Questionnaire Name of Trust 1) Your Information Type of Trust: A-Trust A-B Trust A-B-C Trust Legal Name Other Names Used Date of Birth Social Security Number / / Address
More informationESTATE PLANNING CHECKLIST
TAX AND ESTATE PLANNING ESTATE PLANNING CHECKLIST Many Canadians today do not have an estate plan, a road map for handling their affairs and finances for when they die. Everyone should have an estate plan.
More informationA Tool to help you gather the information you will need before you seek legal counsel to prepare your will.
Will Planning Guide A Tool to help you gather the information you will need before you seek legal counsel to prepare your will. Provided by: Canadian Physicians for Aid and Relief (CPAR) 1425 Bloor Street
More informationJOINT CLIENTS (Please use reverse side or add additional pages if needed) 1. PERSONAL DATA
Date Form Completed: Full Name: Second Client's Name: Customary signature on legal documents: Second client's signature: ESTATE PLANNING INTAKE FORM FOR LAW OFFICES OF PETER W. BULLARD, P.C. 2016 375 East
More informationMAKING A WILL USEFUL INFORMATION. This is a guide to making a Will and is not a legal document. Please contact a Solicitor.
MAKING A WILL USEFUL INFORMATION This is a guide to making a Will and is not a legal document. Please contact a Solicitor. 1-2 3 4 4-5 If you ve never made a Will before: Why is it important to make a
More informationESTATE PLANNING FACT SHEET
What is a Will? ESTATE PLANNING FACT SHEET A Will is a written legal document which sets out your wishes following your death ranging from who is to receive your property and possessions to who is to look
More informationESTATE PLANNING WORKSHEET
+ ESTATE PLANNING WORKSHEET THE FIRST STEP TOWARD PREPARING APPROPRIATE ESTATE PLANNING DOCUMENTS SUCH AS WILLS, POWERS OF ATTORNEY AND LIVING WILLS IS TO THOROUGHLY REVIEW YOUR CIRCUMSTANCES, NEEDS AND
More informationAbout Us Wilfred T Fry - Founder
About Us Wilfred T Fry - Founder What We Do Executor & Trustee Services YOU Wealth & Pension Planning Taxation Services Drafting a Will and the Role of an Executor Why do I Need a Will? To ensure your
More informationESTATE PLANNING AND WILL INFORMATION FORM
Spaniol Building 15 6 th Ave. N. St. Cloud, MN 56303 Telephone: (320) 259-4070 Fax: (320) 259-4061 Betsey Lund Ross, Attorney at Law Betsey@lundrosslaw.com ESTATE PLANNING AND WILL INFORMATION FORM Thank
More informationWills and estate planning
Wills and estate planning Practical advice about making and updating your will AgeUKIG31 Information and advice you need to help you love later life. We re Age UK and our goal is to enable older people
More informationFAMILY ESTATE PLAN QUESTIONNAIRE
FAMILY ESTATE PLAN QUESTIONNAIRE This information will assist us in counseling you regarding your estate plan. Please complete this questionnaire and return it to us. If more space is needed, attach additional
More informationEstate Planning Fact Sheet for a Single Person Date Prepared
for a Single Person Date Prepared If you feel some items do not apply to you, or have questions regarding same, just leave the item blank. General Info: Full Legal Name Preferred Name Other Names Known
More informationFORT BELVOIR ESTATE PLANNING QUESTIONNAIRE
FORT BELVOIR ESTATE PLANNING QUESTIONNAIRE ESTATE PLANNING creates a process under which your property and assets are given to others upon your death. It may also include the preparation of documents that
More informationFAMILY DATA. Name (First, Middle Initial, Last) Street Address City State Zip. Home Phone # Cell Phone # Sex Date of Birth
PAGE 1 FAMILY DATA Marital Status: Single Married Divorced Widower/Widow Wedding Anniversary: CLIENT INFORMATION Name (First, Middle Initial, Last) Age Street Address City State Zip Home Phone # Cell Phone
More informationESTATE PLANNING INFORMATION FORM
ESTATE PLANNING INFORMATION FORM Please complete this form to the best of your ability. Date: Please bring copies of previous estate planning documents (Will, Trust, Advance Directive, Power of Attorney,
More informationA Guide for Executors
A Guide for Executors Our core purpose is HELPING CLIENTS ACHIEVE FINANCIAL SECURITY MULCAHY & CO P 03 5330 7200 INFO@ 300B GILLIES ST NTH, BALLARAT FREQUENTLY ASKED QUESTIONS ABOUT BEING AN EXECUTOR This
More informationYour Will Planning Workbook
Your Will Planning Workbook Preparing your Will Glossary of terms..................................... 2 Introduction......................................... 3 Your estate.........................................
More informationEstate Planning Workbook [Please tell us if your need is urgent due to health or other concerns] I. Your Estate
Estate Planning Workbook [Please tell us if your need is urgent due to health or other concerns] I. Your Estate You: : Spouse: Date of birth: Place of birth: Phone: SSN: Email: U. S. citizen?: Yes No County:
More informationThe Social Security Administration requires the following information:
When A Death Occurs The time immediately following the death of a loved one can be days of intense sorrow and emotional stress. The Funeral Director may act as an advisor on many of the immediate problems;
More informationPROBATE QUESTIONNAIRE
PROBATE QUESTIONNAIRE Your full name: First name used: Address: Occupation: Telephone: Home: Work: Fax: E-Mail: How did you find out about our firm? PART 1 INFORMATION ABOUT THE DECEASED Deceased s full
More information5. Making financial plans
5. Making financial plans Why financial plans are important Making decisions about leaving your money and possessions (assets) is an important part of planning for the future. If you are able to leave
More informationYour Will Planning Workbook
Your Will Planning Workbook Preparing your Will Glossary of terms... 1 Introduction... 2 Your estate... 2 Beneficiaries of your estate Your spouse... 3 Your children... 3 Others... 4 Personal and household
More informationHints Will Questionnaire
Hints Will Questionnaire H1. What is the Trustee/Executor? A Will needs to nominate a person or persons who will administer your estate when you die. This person is known as the Trustee or the Executor.
More informationTestator (whose estate plan is this?)
Page 1 www.andersonlawmn.com Eric Anderson Attorney at Law Phone: 651-321-4977 4782 Banning Ave. Fax: 651-460-9899 White Bear Lake, MN 55110 eric@andersonlawmn.com Estate Planning Intake Form Instructions.
More informationESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE Date No. E-mail address File Number Business Phone No. Fax No. This form is extremely important. Your accuracy and completeness in responding will help me best represent you.
More informationWhat My Family Should Know
What My Family Should Know A GUIDE FOR GETTING YOUR AFFAIRS IN ORDER Date Completed: 1 Foreword We cannot stress too often the importance of getting your personal affairs in order. This process is important
More informationLoss of Spouse Checklist
Armstrong Wealth Management Group Reginald A. T. Armstrong, CPWA President 1807 West Evans St., Suite A Florence, SC 29501 843-292-9997 armstrongwealth@lpl.com armstrongwealth.com Loss of Spouse Checklist
More informationESTATE PLANNING QUESTIONNAIRE. Date of Birth: Legal Name of Child Address Date of Birth SS#: # of Children
DATE: _ ESTATE PLANNING QUESTIONNAIRE I. FAMILY AND OCCUPATIONAL DATA: Date of Birth: Address: Citizenship: SS#: Telephone # Home: Work: Cell: Email: Occupation: Name of Employer: Business Address: Date
More informationLETTERS OF ADMINISTRATION APPLICATION FORM
LETTERS OF ADMINISTRATION APPLICATION FORM SECTION A ; YOUR DETAILS Title: Mr ( ) Forename: Last Name: Email: Daytime Telephone No. Address Postcode: Occupation: Marital Status: Married ( ) Are you related
More informationPOWERLEGAL, P.A. (Formerly, The Klemow Law Firm, P.A.) PO Box West Palm Beach, FL FAX:
POWERLEGAL, P.A. (Formerly, The Klemow Law Firm, P.A.) PO Box 16396 West Palm Beach, FL 33416 561-506-5569 FAX: 561-249-7072 powerlegal@aol.com WILL QUESTIONNAIRE Name: Address: Zip: County: Phone: Email:
More informationLIFE TRANSITION AND GOAL SETTING WORKSHEET
LIFE TRANSITION AND GOAL SETTING WORKSHEET Select the life transitions that you are experiencing now or expect to experience in the future. Leave all others blank. Personal / Family Getting married Going
More informationBiographical Record Guide
FUNERAL & CREMATION SERVICES Biographical Record Guide Date: Phone: First Name: Middle Name: Last Name: Residence Address: City: State: Zip: Birth Information Birth Date: Race: City of Birth: State of
More informationTAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook
TAX, RETIREMENT & ESTATE PLANNING SERVICES Your Will Planning Workbook Preparing your Will Glossary of terms... 1 Introduction... 2 Your estate... 2 Beneficiaries of your estate Your spouse... 3 Your children...
More informationESTATE PLANNING WORKSHEET
ESTATE PLANNING WORKSHEET Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents. Preparation of
More informationLump sum death benefit form Section A/B
C2 Lump sum death benefit form Section A/B This form is in two parts: Before completing this form, please read the attached notes. Part A tells us (directs us) how you want your lump sum death benefit
More informationSTAUNTON & THOMPSON LAWYERS ESTATE PLANNING QUESTIONNAIRE
A. PERSONAL DETAILS CLIENT 1 CLIENT 2 SURNAME GIVEN NAMES RESIDENTIAL ADDRESS POSTAL ADDRESS MARITAL STATUS CONTACT NUMBERS Home Phone Work phone Fax Mobile phone EMAIL DATE OF BIRTH PLACE OF BIRTH OCCUPATION
More informationMarital Status Single Married Common law Widowed
FINANCIAL PLANNING INFORMATION Date: IA Name: FPS Name: PERSONAL INFORMATION First name Last name Marital Status Single Married Common law Widowed Separated Divorced Date of birth Retirement age Date of
More informationHOLMAN HOWARD & GUECIA ATTORNEYS AT LAW 298 MAIN STREET YARMOUTH, ME 04096
HOLMAN HOWARD & GUECIA ATTORNEYS AT LAW 298 MAIN STREET YARMOUTH, ME 04096 Lewis A. Holman Telephone: (207) 846-6111 John C. Howard Fax: (207) 846-6113 Cecilia J. Guecia Email: holman@holmanhoward.com
More informationPATRICIA A. LEONG. Attorney at Law certified specialist in estate planning & probate law ESTATE PLANNING GUIDE
PATRICIA A. LEON Attorney at Law certified specialist in estate planning & probate law ESTATE PLANNIN UIDE 3180 CROW CANYON PLACE, SUITE 250 SAN RAMON, CALIFORNIA 94583 TELEPHONE (925) 830-0684 FACSIMILE
More informationWILL WORKSHEET. 1. Husband s Name: Social Sec. No. Birthplace: Birth Date: 2. Wife s Name: Social Sec. No. Birthplace: Birth Date:
WILL WORKSHEET I. PERSONAL AND FAMILY INFORMATION (Give full names including middle initial) Your Family: 1. Husband s Name: Social Sec. No. Birthplace: Birth Date: 2. Wife s Name: Social Sec. No. Birthplace:
More informationMaking a Will. A Guide Lawyers 92 Firms 60 Countries
Making a Will A Guide www.mackrell.com 4600 Lawyers 92 Firms 60 Countries INTRODUCTION Putting in place arrangements for what happens to your estate after your death is a sensible step for the future
More information...always an animal lover
Once an animal lover As an animal lover, you understand the comfort and joy pets bring to our lives. The good news is that you can do something very special for them in return by remembering the Royal
More informationCongratulations! This guide explains our fees and how to book your appointment.
Congratulations! You are about to invest in a lawyer-prepared will. You will receive stress-free service, security and peace of mind. We provide plain-language advice for key decisions about wills, executors,
More informationESTATE PLAN INFORMATION. 1. Name. 2. Name of Spouse. Cell Phone: 4. Place of Birth (yours) Citizenship. " " " (spouse) Citizenship
Dated ESTATE PLAN INFORMATION The following is the information we will need in order to plan your estate. You may not be able to answer the questions at the end without talking with us first, but you should
More informationOnce completed and submitted the will questionnaire is acknowledged see attachment.
Thompsons Submission Dear Sir/Madam, Thompsons is the UK s largest trade union law firm. We act for most of the unions in the UK and offer a range of legal services to our union clients which they in turn
More informationGuardians. Assets. Estate. Beneficiary. Executor. Tax. Attorney. Trusts. Wills. Probate
Guardians Estate Assets Executor Beneficiary Tax Trusts Attorney Wills Probate A unique partnership You will be working extremely hard providing your clients with the means to build up their wealth during
More informationESTATE PLANNING QUESTIONNAIRE Filled out for:
ESTATE PLANNING QUESTIONNAIRE Filled out for: (fill in your name here) This document is not intended to be comprehensive or to replace a consultation with an attorney, but only to help you organize and
More informationADMINISTRATION OF ESTATES
ADMINISTRATION OF ESTATES July 2012 Edition Firm details: Logo THE AFTERMATH OF A DEATH Making a Will helps to plan what is to happen in the aftermath of a death, but nothing can adequately prepare us
More informationWill and Estate Planning Workbook
Will and Estate Planning Workbook Conveying your wishes in a will is important. But two other documents are equally important: a living will (or advanced directive) and a power of attorney. Both can easily
More informationEstate Planning Questionnaire
Estate Planning Questionnaire The Law Office of David Watson, LLC 500 West Silver Spring Drive Suite K-200 Glendale, WI 53217 414-491-3283 www.watsonatlaw.com david.watson@watsonatlaw.com 1 General Information
More informationHelping you through. Administration of Estates & Grants of Probate
Helping you through Administration of Estates & Grants of Probate Purdys Solicitors Felix House 61a Cambridge Road Wimpole Royston SG8 5QD Telephone: 01223 834655 www.purdys-solicitors.co.uk What to do
More informationData Collection Your Estate Blueprint
Client Details Client Client Date of Birth Client Client Date of Birth Client Client Dependants Dependant 1 Dependant 2 Dependant 3 Dependant 4 Dependant 5 Date of Birth Male Male Male Male Male Gender
More informationEstate planning and inheritance tax
TAILORED WEALTH & TRUST MANAGEMENT Estate planning and inheritance tax Estate planning too important to put on hold All too often, people put off estate planning. This is understandable as, rather than
More informationLEGAL ASSISTANCE OFFICE WILL WORKSHEET
LEGAL ASSISTANCE OFFICE WILL WORKSHEET PRIVACY ACT STATEMENT AUTHORITY: 10 USC 3012 PRINCIPAL PURPOSES: To be used in the preparation of a Last Will and Testament. ROUTINE USES: None. DISCLOSURE IS VOLUNTARY,
More informationWills & Inheritance in Australia. Wills & Probate. Other Legal Services. Property Law. Business Law
Wills & Inheritance in Australia Property Law Wills & Probate Business Law Other Legal Services If you have or are about to acquire assets in Australia you should consider how they will be dealt with after
More informationUsing trusts with life policies
Using trusts with life policies A customer guide to our Flexible Trust Contents Part 1 - first direct Customer Guide: Flexible Trust for Life Policies 3 Why use a trust 3 What is a trust 3 Advantages of
More informationESTATE PLANNING QUESTIONNAIRE
777 Main Street, Suite 700 Fort Worth, Texas 76102 (817) 334-0066; fax (817) 334-0078 2800 Post Oak Boulevard, Suite 4100 Houston, Texas 77056 (713) 489-7727; fax (713) 936-5179 300 Crescent Court, Suite
More informationBEREAVEMENT GUIDE. It would be useful to get the following information together before you start:
BEREAVEMENT GUIDE Introduction The death of a relative or close friend is a difficult time even before you start thinking of dealing with the deceased s financial affairs. Most people will never have been
More informationPlanning for the Future
Planning for the Future A Guide to Wills and Trusts Planning for the Future A Guide to Planning Your Will and Trust A person may work forty years to accumulate assets and spend ten to twenty years conserving
More informationANDERSON ELDER LAW ELDER LAW ESTATE PLANNING SPECIAL NEEDS PLANNING LONG-TERM CARE PLANNING QUESTIONNAIRE (COUPLE)
ANDERSON ELDER LAW ELDER LAW ESTATE PLANNING SPECIAL NEEDS PLANNING LONG-TERM CARE PLANNING QUESTIONNAIRE (COUPLE) This form is extremely important. Your accuracy and completeness in responding will help
More information