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Introduction.What do you hope to accomplish?Name and family information.Name.Full legal name.Other names used.Date of birth. Address.How long at address.Business address and telephone number.Marital status.Children.Date of birth. Other dependents.Does either spouse have any health issues?Property information.Residence.How is it titled?Approximate fair market value.Mortgage.Other assetsCash.Automobiles.Marketable securities.Life insurance.Retirement benefits.Business interests.Artwork.Any other assets.Debts/liabilities.Do you expect to inherit any significant amounts of property in the future?Are you the beneficiary of any trusts?Are you the grantor of any trusts?Have you made any significant gifts in the past?Have you ever filed a federal gift tax return?Do you have any property outside of the United States?Any financial assets?Disposition of estate.Who would you like for your property to go to?Names and addresses.Successor beneficiaries.Fiduciaries. Include contact information.Who would you like to serve as Executor of your estate? Successor executor.Who would you like to serve as trustee of any trusts created in your estate?Note – often same as executor.Successor Trustee. If property were to go into trust for a beneficiary, would you like for the beneficiary to become sole and/or Co-Trustee of his/her trust at a certain age? Guardian.Who would you like to serve as successor guardian for your minor children (assuming you have minor children). (Please name two successors).Durable Health Care Power of Attorney. Include contact information.Medical agent.Successor.Guidance to agent.Durable financial power of attorney. Include contact information.Agent.Successor agent.Springing or non-springing? ................
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