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| Gender |
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Marital
Status |
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| CONTACT
INFORMATION |
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| FAMILY
STATUS |
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| Do
you have living Children?
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| Please Provide
Names |
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| Specific
Directions |
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| Do
you have living grandchildren? |
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| Please Provide
Names |
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| Specific
Directions |
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| Do
you have siblings? |
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| Please Provide
Names |
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| Do
you have any children
born outside of marriage? |
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| Please provide
names and any other relevant
details |
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| ASSETS
AND LIABILITIES |
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| The following
information is used to determine
if you have sufficient assets,
after payments of any liabilities
to distribute your estate in
the manner you would like. |
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| What assets
do you have? |
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| How are they
owned? |
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| What is their
approximate value? |
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| Please provide
the estimated value of any property
that you own |
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| Please provide
the estimated value of any Insurance
plans and policies that you
own |
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| INSTRUCTIONS |
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| Executors
& Trustees |
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| This
should be an individual that
is familiar with your affairs,
but also have a good understanding
of finances ***No
more than four persons appointed
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| Please Provide
Names |
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| Alternative
Executors and Trustees |
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Organ
Donation and Funeral Arrangements
Please provide details on if
you would like to be buried
or cremated and the location
of your burial |
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Organ
Donation and Funeral Arrangements
If no beneficiary is named who
should these go to? |
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Legacies
** Types: Specific [wedding
ring], General [sum of money
from estate] and Demonstrative
[sum of money from specific
place]
Please list item and beneficiary:
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Lapse
What is to happen beneficiary’s
gift, or share of the residue
of estate, if predeceases the
client? |
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Residue
Remaining amount of estate after all taxes, debts, liabilities and legacies have been paid (i.e. Issue among my children in equal shares)? |
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Guardianship
Who would you like appointed,
and to apply to the court for
guardianship, to look after
minor children? |
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Other
Please provide any other important
instructions that are not covered
in this planning sheet |
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| How
did you hear about Attzslaw? |
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| Please provide
any comments you feel are necessary |
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| Before
submitting this questionnaire,
please print and retain a copy
of your answers for your appointment
with Attzs Law. |
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