Estate Planning Worksheet

Start the Secure Intake

Part I: Personal Information

• Client's full legal name, birth date, and Social Security number
• Home address, city, state, email address, and home telephone
• Marital status: divorced, widowed, or single

Children and Other Family Members

List each family member's full legal name, birth date, and relationship, along with any comments.

Advisors

• Personal attorney
• Accountant

Your Concerns

Rate each item N/A, Low, Some, or High:

• Avoiding probate
• Protecting assets from lawsuits/creditors

Important Family Questions

• Are you making payments pursuant to a divorce or property settlement order? (If yes, we'll ask you to upload a copy of the order.)
• Have you ever filed federal or state gift tax returns? (If yes, we'll ask you to upload copies.)
• Have you completed previous will, trust, or estate planning? (If yes, we'll ask you to upload copies of the existing documents.)

Part II: Property Information

Provide approximate values for your assets:

• Real property (home, land, etc.)
• Bank accounts (checking, savings, CDs)
• Retirement plans (401(k), IRA, etc.)

Part III: Design Information

• Guardian for minor children
• Death trustee — who should manage property for beneficiaries after your death
• Power of attorney — who should make financial decisions if you are incapacitated