Married Estate Planning Worksheet – Part I Personal Information Husbands Legal Name (name most often used to title property and accounts)
Also Known As
Prefer to be called
Birth Date
MM slash DD slash YYYY
U.S Citizen Home Address County of Residence
Business Telephone
Employer
Position
Business Address Email
Telephone
It is okay to communicate with me via e-mail Date of Marriage
MM slash DD slash YYYY
Wifes Legal Name Also known as
Prefer to be called
Birth Date
MM slash DD slash YYYY
U.S Citizen Home Address County of Residence
Business Phone
Employer
Position
Business Address Email
Telephone
It is okay to communicate with me via E-mail address Children and Other Family Members List all children and family using full legal names.
1) Name 1) Address 1) Phone
1) Birth Date & Age
MM slash DD slash YYYY
1) Parent and/or Relationship
2) Name 2) Address 2) Phone
2) Birth Date & Age
MM slash DD slash YYYY
2) Parent and/or Relationship
3) Name 3) Address 3) Phone
3) Birth Date & Age
MM slash DD slash YYYY
3) Parent and/or Relationship
4) Name 4) Address 4) Phone
4) Birth Date & Age
MM slash DD slash YYYY
4) Parent and/or Relationship
Pets List name, breed, and age for all pets below
1) Name, Breed, & Age
2) Name, Breed, & Age
3) Name, Breed, & Age
Advisors List names & phone numbers
Personal Attorney
Name
Phone
Phone
Accountant
Name
Phone
Phone
Financial Advisor
Name
Phone
Phone
Life Insurance Agent
Name
Phone
Phone
Your Concerns Please rate the following as to how important they are to you
Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability High Concern Some Concern Low Concern No Concern or N/A
Providing for and protecting a spouse High Concern Some Concern Low Concern No Concern or N/A
Providing for and protecting children High Concern Some Concern Low Concern No Concern or N/A
Providing for and protecting grandchildren High Concern Some Concern Low Concern No Concern or N/A
Disinheriting a family member High Concern Some Concern Low Concern No Concern or N/A
Providing for charities at the time of death High Concern Some Concern Low Concern No Concern or N/A
Plan for the transfer and survival of a family business High Concern Some Concern Low Concern No Concern or N/A
Avoiding or reducing your estate taxes High Concern Some Concern Low Concern No Concern or N/A
Avoiding probate High Concern Some Concern Low Concern No Concern or N/A
Reduce administration costs at time of your death High Concern Some Concern Low Concern No Concern or N/A
Avoiding a Guardianship (“living probate”) in case of a disability High Concern Some Concern Low Concern No Concern or N/A
Avoiding will contest or other disputes upon death High Concern Some Concern Low Concern No Concern or N/A
Protecting assets from lawsuits or creditors High Concern Some Concern Low Concern No Concern or N/A
Preserving the privacy of affairs in case of disability or at time of death from business competitors, predators, dishonest persons and curiosity seekers High Concern Some Concern Low Concern No Concern or N/A
Plan for a child with disabilities or special needs, such as medical or learning disabilities High Concern Some Concern Low Concern No Concern or N/A
Protecting children’s inheritance from the possibility of failed marriages High Concern Some Concern Low Concern No Concern or N/A
Protect children’s inheritance in the event of a surviving spouse’s remarriage High Concern Some Concern Low Concern No Concern or N/A
Provide that your death shall not be unnecessarily prolonged by artificial means or measures High Concern Some Concern Low Concern No Concern or N/A
Other Concerns (Please list below)
Important Family Questions Please check “Yes” or “No” for your answer
Are you (or your spouse) receiving Social Security, disability, or other governmental benefits? Are you (or your spouse) making payments pursuant to a divorce or property settlement order? Please furnish a copy If married, have you and your spouse signed a pre- or post-marriage contract? Please furnish a copy Have you (or your spouse) been widowed? If a federal estate tax return or a state death tax return was filed, please furnish a copy Have you (or your spouse) ever filed federal or state gift tax returns? Please furnish copies of these returns Have you (or your spouse) completed previous will, trust, or estate planning? Please furnish copies of these documents Do you support any charitable organizations now that you wish to make provisions for at the time of your death? If so, please explain below. Are there any other charitable organizations you wish to make provisions for at the time of your death? If so, please explain below. 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? If so, please explain below. 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 major financial support to adult children or others? Do you have any pets? If yes, do you wish to plan for them? Additional Information:
Part II: Property Information Instructions for completing the Property Information checklist: General Headings This Property Information checklist helps you list all the property you own and what it is worth. If you do not own property under a particular heading, just leave that section blank. Under certain headings, you may own more property than can be listed on this checklist. If so, attach extra sheets of paper to list your additional property.
Type Immediately after the heading for each kind of property is a brief explanation of what property you should list under that heading.
Owner of Property How you own your property is extremely important for purposes of properly designing and implementing your estate plan. For each property, please indicate how the property is titled. When doing so, please use the following abbreviations:
Real Property TYPE: Any interest in real estate including your family residence, vacation home, time share, vacant land, etc
1) General Description
1) Address 1) Owner
1) Market Value
1) Loan Balance
2) General Description
2) Address 2) Owner
2) Market Value
2) Loan Balance
Furniture & Personal Effects List separately only major personal effects such as jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.).
1)
Description
Owner
Owner
Market Value
Market Value
2)
Description
Owner
Owner
Market Value
Market Value
3)
Description
Owner
Owner
Market Value
Market Value
4)
Description
Owner
Owner
Market Value
Market Value
Automobile, Boats, & RVs For each motor vehicle, boat, RV, etc. please list the following: description, how titled, market value and encumbrance:
1)
2)
3)
Bank Accounts Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRAs or 401(k)s here
1)
Name of Institution and account number
Type
Type
Owner
Owner
Amount
Amount
2)
Name of Institution and account number
Type
Type
Owner
Owner
Amount
Amount
3)
Name of Institution and account number
Type
Type
Owner
Owner
Amount
Amount
4)
Name of Institution and account number
Type
Type
Owner
Owner
Amount
Amount
Stocks & Bonds List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (indicate type below)
1)
Stocks, Bonds or Investment Accounts
Type
Type
Account Number
Account Number
Owner
Owner
Amount
Amount
2)
Stocks, Bonds or Investment Accounts
Type
Type
Account Number
Account Number
Owner
Owner
Amount
Amount
3)
Stocks, Bonds or Investment Accounts
Type
Type
Account Number
Account Number
Owner
Owner
Amount
Amount
4)
Stocks, Bonds or Investment Accounts
Type
Type
Account Number
Account Number
Owner
Owner
Amount
Amount
5)
Stocks, Bonds or Investment Accounts
Type
Type
Account Number
Account Number
Owner
Owner
Amount
Amount
Life Insurance Policies & Annuities Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.
Describe:
Total:
Retirement Plans Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.
Describe
Total
Business Interests General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership in the interests, and the estimated value of the interests.
Describe
Total
Money Owed to You Mortgages or promissory notes payable to you, or other moneys owed to you.
1)
Name of Debtor
Date of Note
MM slash DD slash YYYY
Date of Note
Maturity Date
MM slash DD slash YYYY
Maturity Date
Owed to
Owed to
Current Balance
Current Balance
2)
Name of Debtor
Date of Note
MM slash DD slash YYYY
Date of Note
Maturity Date
MM slash DD slash YYYY
Maturity Date
Owed to
Owed to
Current Balance
Current Balance
3)
Name of Debtor
Date of Note
MM slash DD slash YYYY
Date of Note
Maturity Date
MM slash DD slash YYYY
Maturity Date
Owed to
Owed to
Current Balance
Current Balance
Anticipated Inheritance, Gift, or Lawsuit Judgment Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgment in a lawsuit. Describe in appropriate detail.
Description
Total estimated value
Digital Assets A digital asset is digitally stored content or an online account owned by an individual. Digital content includes individual files such as images, photos, videos, and text files. It also includes other digital content (perhaps as data in a database). These assets are stored either on a device owned by an individual (“locally”) or on devices accessed via the Internet (“in the cloud”), often as part of a service offered by a third party and governed by a contact with the individual. Some online accounts can be considered assets in and of themselves and have value to an estate. There are email accounts, social media profiles (such as YouTube or Flickr), social networking profiles (such as Facebook), and many others. These are also governed by a contact between the service provider and the individual.
1)
Type
Owner
Owner
Value
Value
2)
Type
Owner
Owner
Value
Value
Other Assets Other property is any property that you have that does not fit into any listed category.
1)
Type
Owner
Owner
Value
Value
2)
Type
Owner
Owner
Value
Value
3)
Type
Owner
Owner
Value
Value
Part III: Design Information PLEASE LIST PERSONS TO ACT FOR YOU:
Guardian For Minor Children: If you have any children under the age of 18, list in order of preference who you wish to be guardian
Name Address Relationship
Alternate Power of Attorney If you were unable to make financial decisions for yourself, who would you want to make those decisions for you?
Husbands Agent Relationship
Instructions or Guidelines
Alternate Wifes Agent Relationship
Instructions or Guidelines
Alternate Do you want to authorize your Financial Agent to make gifts on your behalf during any period of time you are incapacitated? Gifting Power Details
Living Will Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures? Do you want to provide that your organs and tissues should be made available for transplant purposes? Health Care If you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your medical treatment?
Husband's Agent Address Phone
Relationship
Instructions of Guidelines
Alternate Wife's Agent Address Phone
Relationship
Instructions of Guidelines
Alternate Will Who do you want to act as your Personal Representative (also called Executor) to be in charge of administering your estate through the process of Probate?
Husband's Personal Representative: Alternate Wife's Personal Representative: Alternate Trust Who do you want to act as your Trustee in the case of Incapacity and/or Death to be in charge of investing Trust assets, communicating with beneficiaries, carrying out the terms of the Trust, maintaining records and filing tax returns.
INITIAL TRUSTEE(S): Usually the Maker will be the Trustee of his or her own trust. Often, both spouses, jointly. Allows you to continue to jointly control your assets as before. Address Phone
Husbands Trustee(s) Trustee for Incapacity: Alternate Trustee for Incapacity: Trustee for Death: Alternate Trustee for Death: Wife's Trustee(s) Trustee for Incapacity: Alternate Trustee for Incapacity: Trustee for Death: Alternate Trustee for Death: Digital Asset Inventory This inventory is used to make sure you are fully covered in your estate plans by giving us a full picture
Gmail Value
Yahoo Value
AOL Value
Hotmail Value
Comcast Value
MSN Value
CFL.rr.com Value
Utilities Electric Value
Water Value
Spectrum Value
Comcast Value
AT&T Value
Verizon Value
T-Mobile Value
Sprint Value
Rewards Marriot Value
Hilton Value
American Airlines Value
Jet Blue Value
Delta Value
Chase Value
Capital One Value
American Express Value
Grocery Value
Paypal Value
Shopping Amazon Value
Target Value
Etsy Value
Ebay Value
Paypal Value
Costco Value
Investments TD Ameritrade Value
Fidelity Value
Vanguard Value
E-Trade Value
Banking Chase Value
Bank of America Value
Citi Group Value
TD Bank Value
Wells Fargo Value
CFECU Value
Capital One Value
Fairwinds Credit Union Value
Data Storage Dropbox Value
Google Drive Value
iCloud Value
Box Value
Amazon Cloud Value
Shutterfly Value
Social Media Facebook Value
Instagram Value
Snapchat Value
Youtube Value
LinkedIn Value
Twitter Value
Pinterest Value
Subscriptions Netflix Value
New York Times Value
HBO Value
Hulu Value
Showtime Value
Spotify Value
Gaming Xbox Live Value
Playstation Plus Value
Minecraft Value
World of Warcraft Value
Google Play Value
Call of Duty Value
