Received. Thank you. We have received your information securely. We will review it and reach out shortly. System Error: Please try again or call our office directly. Estate Planning Worksheet NOLAN LAW FIRMEstate and Trust Planning – Married Couples Part I: Personal Information Client’s Legal Name (as titled on property) Birth Date SS# Home Address City State/Zip Email Home Phone Spouse’s Legal Name Spouse Birth Date Spouse SS# Date of Marriage Children and Family Members List full legal names and relationships Name Birth Date Name Birth Date Name Birth Date Your Concerns Rate: H (High), S (Some), L (Low), N/A (None) Description Client Spouse Providing for and protecting spouse Avoiding probate Protecting assets from lawsuits Important Family Questions Are you making payments pursuant to a divorce or property settlement? No Yes Please upload copy of Divorce/Settlement Order: Have you and your spouse signed a pre- or post-marriage contract? No Yes Please upload copy of Marriage Contract: Have you completed a previous will, trust, or estate plan? No Yes Please upload copies of existing documents: Part II: Property Information Ownership Codes: C (Client), S (Spouse), JTS (Joint w/ Spouse), JTO (Joint w/ Other) Real Property (Residence, Vacation Home, etc.) Bank Accounts (Checking, Savings, CDs) Retirement Plans (IRAs, 401k, Pensions) Life Insurance & Annuities Part III: Design Information Guardian for Minor Children (if applicable) Initial Trustee(s) (Usually Client/Spouse jointly) Death Trustee (Who handles affairs after both pass away?) Medical Power of Attorney (Client’s Agent) Submit Securely
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