Section 1.67 Client Information Sheet

• Library: Estate Planning 2013 Forms

Client Information

Today’s Date __________________________________________________________________

Your Name ______________________ Date of Birth ____________ U.S. Citizen? _________

Spouse’s Name ___________________ Date of Birth ____________ U.S. Citizen? _________

Social Security Numbers: Husband (or Single) _______________ Wife ____________________

Any other names by which you or your spouse has been known ___________________________

If not married, indicate whether o Widowed o Divorced o Never married

Names of living children (if minors, also list...