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
