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Estate Planning
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Common Terms Associated with Estate Planning
Living Wills
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Wills
Why Parents Must Have a Will
What is Probate?
Trusts
FAQs
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About Us
Founder of Wills & Trusts Now!!
+
Estate Planning
How Can Estate Planning Help Me?
Common Terms Associated with Estate Planning
Living Wills
Powers of Attorney
+
Wills
Why Parents Must Have a Will
What is Probate?
Trusts
FAQs
Contact Us
Important Family Questions
Estate Planning Questionnaire
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Important Family Questions
Client Information
Spouse's Information
Children Information
Advisors
Your Concerns
Important Family Questions
Are you (or your spouse) receiving Social Security, disability, or other governmental benefits?
Please Describe
Are you (or your spouse) making payments pursuant to a divorce or property settlement order?
Please Provide a Copy of the Divorce or Property Settlement Agreement
If married, have you and your spouse signed a pre- or post-marriage contract?
Please Provide a Copy of the Pre- or Post-Marriage Contract
Have you (or your spouse) been widowed?
Has a federal estate tax return or a state death tax return been filed?
Please Provide a copy of the federal estate tax return or a state death tax return
Have you (or your spouse) ever filed federal or state gift tax returns?
Please provide copies of these returns
Have (you or your spouse) previously completed a will, trust, or other estate planning?
Please provide a copy of these documents
Do you support any charitable organizations now that you wish to make provisions for at the time of your death?
Please Explain
Are there any other charitable organizations you wish to make provisions for at the time of your death?
Please Explain
If married, have you lived in any of the following states while married to each other?
Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin
Are you (or your spouse) currently the beneficiary of anyone else’s trust or insurance policy?
Please Explain
Do any of your children have special educational, medical, or physical needs?
Do any of your children receive governmental support or benefits?
Do you provide primary or other financial support to adult children or others?
In your own words, please describe your estate planning goals and objectives. In the event of your incapacity or death, what would you like to have done with your personal and real property? This information is extremely important and will serve as a guide to Wills & Trusts Now!! in the drafting of your estate planning documents
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