Appendix A Family Questionnaire

• Library: A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.)

Appendix A Family Questionnaire

1. CLIENT FACTS

a. Full name

b. Name(s) commonly used

c. Social Security no.

d. Home address

e. Primary telephone

f. Secondary (cell) telephone

g. E-mail address

h. Occupation

i. Work address

j. Birthdate

k. Birthplace

l. Period of residence [state]

? Additional Information (Client)

a. Do you have any physical or mental health conditions? Yes / No

If yes, please explain:

b. In what state do you vote, have your driver's license, have your car registered, own real estate, and file state income taxes? __________

c. Have you ever lived in a community property state (AZ, CA, ID, LA, NV, NM, TX, WA, WI)? Yes / No__________If yes, please list: __________

d. Do you have a prenuptial or postnuptial agreement? Yes / No

If so, please provide a copy of that agreement with this questionnaire.

e. Do you have a divorce decree affecting any of your property rights or imposing a current legal obligation to support a former spouse or child? Yes / No

If so, please provide a copy of that divorce decree, property settlement agreement and any related court documents.

f. Are you a U.S. citizen? Yes / No

If not, of what country are you a citizen? __________

2. spouse/partner facts

a. Full name

b. Name(s) commonly used

c. Social Security no.

d. Home address

e. Primary telephone

f. Secondary (cell) telephone

g. E-mail address

h. Occupation

i. Work address

j. Birthdate

k. Birthplace

l. Period of residence [state]

Additional...