Section 1.10 Information for an Estate Planning Practice

• Library: Elder Law 2015 Forms

For an estate planning practice, the initial form to be sent, if counsel decides to send one, might look like the following:

ABC Law Firm

123 First Street

Anytown, Missouri 64444

(816) 555-1212

Family Information

Your Name _____________________ Your Date of Birth ______________________________

Spouse’s Name __________________ Spouse’s Date of Birth ___________________________

Address ________________________ Anniversary ____________________________________

Home Phone ____________________ Work Phone ____________________________________

Do you want to discuss your situation or that of a relative?

______________________________________________________________________________

If a relative, name and relationship _________________________________________________

Address ____________________________ Birth Date _________________________________

Estate and Asset Protection Planning

Do you have a written will? Yes _______ No _______

Has it been reviewed and updated recently? Yes _______ No _______

When? ___________________________

Do you have a “Power of Attorney” to

handle your financial or health matters

if you become ill? Yes _______ No _______

Have you taken steps to protect your

estate from probate? Yes _______ No _______

Do you have a “living trust” established? Yes _______ No _______

Do you have any other trust

arrangements to protect your assets

from taxes, lawsuits, and probate? Yes _______ No _______

Investment Assets

Assets

Personal Retirement Plans: Owned by:

Amount IRAs, Keoughs Client or

Spouse or

Joint

Cash Equivalents

Bank Accounts ___________ ___________ ___________

...