• Give your estate planning attorney a head start on assessing your situation and preparing your plan. To assist with this task, we have created this Estate Inventory Workbook. The form is specific to each State. _____ 5300 Meadows Road, Suite 200 Lake Oswego, OR 97035 ESTATE PLANNING CONFIDENTIAL INFORMATION SHEET Date:_____ Marital Status: Single Married Divorced Widow / Widower Domestic Partner No Letters Other (Please Explain.) ... Estate Planning Information Sheet Author: Estate Planning Information Sheet ARANT & BROESDER, LLC-ATTORNEYS AT LAW 312 S. Ivy Street, Medford, OR 97501; (541) 773-1222 COMPARISON OF WILLS AND REVOCABLE LIVING TRUSTS AS PRIMARY ESTATE PLANNING TOOLS This chart is intended to acquaint you with some of the variables that affect the decision whether For SHEET SECTION I DECEDENT INFORMATION. We’re using our knowledge and skills to pull out all the stops when it comes to protecting those you love. Villanova, Pennsylvania 19085. Estate planning goes beyond drafting a will. Your responses to these items as well as any other questions or concerns you may have will be discussed more fully during our preliminary meeting as well as before any drafting is started on your Estate Planning Documents. ESTATE INFORMATION. Create, store and share important documents that your loved ones might need. Steve graduated twice from the University of Utah, first in 1989 with a B.S. If your net worth is … 3. Our estate attorneys are working tirelessly to help individuals and their families feel confident about the future. TRUSTEES (A trust may be created within the will for many different reasons, most commonly for the purpose of managing property … An estate plan, including a last will and testament, protects your family and finances after you die. Fill in oval to indicate the nature of the return to be filed with the Department. ESTATE PLANNING WORKSHEET This worksheet is a very important step in the estate planning process. Client Information. That’s why anyone in a position to manage an estate needs to contact an estate planning and probate attorney as soon as possible, especially if the estate is of considerable value. estate planning information sheet . Develop your own personal record that lists the locations of your important documents, policies, contacts and property. For 4325 Windsor Centre Trail Suite 450 Flower Mound, Tx 75028 1-(214)-513-1013 TALIS LAW PLLC 915 118th Avenue SE, Suite 360 Bellevue, WA 98005 Phone (425) 943-9968 Fax (425) 777-2097 TALISLAWFIRM.COM CLIENT ESTATE PLANNING INFORMATION WORKSHEET Start a … Estate Plan Coversheet: Use this form to summarize key information about your estate plan and store it with your will, trust, and related documents. Our estate planning section consists of the most qualified lawyers in the State of Utah. You may not be able to answer the questions at the end without talking with us first, but you should at least start thinking about them. A. FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in settling my estate, should the time arise. Country Club Office Centre 39395 West Twelve Mile Road, Suite 200 Farmington Hills, Michigan 48331 248-489-8600 www.couzens.com [email protected] Personal Data: Client 1: Citizenship: Date of Birth: E-mail Address: Home Phone: Cell Phone: Client 2: Citizenship: If … 11/2017] Family Information Sheet – Page 1. Things to keep in mind: • Try to complete as much of the inventory as possible. The information is imperative to allow the attorney to recommend an estate plan best suited to your individual needs. Name A Digital Executor. SINGLE PERSON . All information given to us is strictly confidential. By accurately completing this worksheet you will be providing me with much of the background information concerning your estate which will assist me in providing the highest level of service to you. To name a few examples, your estate includes your car, home, bank accounts, life insurance, and investments—and no matter how large or how modest—it is all part of your estate. Existing Wills of both spouses. Forms and Documents (General) Wealthcare™ Questionnaire. Estate Planning For Dummies Cheat Sheet. Estate Planning Information Sheet Jason Broesder, Attorney at Law, LLC 770 S. Front Street, Suite 100 Central Point, OR 97502 (541) 773-1222 Please list all children of this marriage. Thanks. ESTATE PLANNING PERSONAL INFORMATION PACKET Please complete this packet as thoroughly as possible, creating an estate plan that works will be based on the information you provide us. In fact, nearly everyone does. Gather recent statements from your bank, brokerage, and retirement accounts. Estate Planning Information 2020 - planning sheet for a single person for a will and powers of attorney. Estate Planning Information Booklet This document is to be completed for the purpose of enabling lawyers (Provider) to provide advice and assistance ... A Fact Sheet has been prepared with some further information. ESTATE PLANNING QUESTIONNAIRE We use this questionnaire to get a general understanding of your situation so that we can better advise you on your estate planning needs. If necessary, you can come back and complete any missing information later. Probate inventory. Find articles on estate planning from AARP. Estate tax applies to your estate before anything is distributed to your heirs, but it only affects wealthy estates. Values listed should be approximate and need not be exact. Estate Inventory Workbook Estate Inventory Workbook Introduction One of the key tasks as the executor of an estate is to establish a list of the estate’s assets and liabilities. We ask that you complete it as fully as possible before we meet. ESTATE PLANNING INFORMATION SHEET The Roles in a Will, Testamentary Trust and Enduring Power of Attorney There are a number of technical terms that appear throughout estate planning documentation including a will and a testamentary trust. It provides you with one convenient place to document a list of assets and liabilities. But our ultimate planning checklist will help you get organized painlessly. Consider a Living Trust. Step 1: Cover the Basics. Fee Schedule for Estate Planning Documents. As of 2020, the first $11.58 million of your estate is exempt at the federal level, which will go up to $11.7 million in 2021. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish, ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL . It provides you with one convenient place to document a list of assets and liabilities. Inheritance Calculator - For Excel nerds, enter data on your assets to see how much each beneficiary would receive. General Information: A. There are many decisions to consider when determining your legacy. To assist with your understanding of these in the consideration of your wishes for Quality estate planning requires a complete review of your financial information and a candid discussion of your personal circumstances, needs, goals, and desires. It has separate worksheets to list your accounts, utilities, and insurance policies. Who do you trust to carry out your wishes for your digital assets? Before you do anything anytime that you are going to be planning an estate you should immediately contact a medical agent. Estate Planning Client Information Sheet. 18. Estate planning is the process of setting up how your assets and property will be distributed upon your death. Through these plans, you can ensure your assets are given to the people and organizations you care about. Additionally, estate plans can minimize the amount of taxes your estate and family will incur once you're gone. She has practiced in a large Philadelphia firm as well as for a smaller New Jersey Law office. In 2016, the South African Revenue Service (SARS) introduced a directive when it comes to estate duty in South Africa. Page 3 beyond. Digital Cheat Sheet: How To Create A Digital Estate Plan This article on Digital Estates is provided by Everplans — The web's leading resource for planning and organizing your life. This can be an important tool to you, your family or power of attorney, and eventually, the executor of your estate. On your will it is especially important to use you full "official" name, such as the name you use to Remember: wills are important legal documents. Pennyborn's Estate Planning Worksheet is a tool to help you gather information and define your objectives as you begin working on your estate plan. 610-527-6549. The most secure digital platform to get legally binding, electronically signed documents in just a few seconds. Estate Planning Worksheet This questionnaire is designed to help us determine what estate planning tools will best assist you to achieve your goals. Steve was born in Salt Lake City and has live … Steve practices law in West Valley City. In order to do the best possible job on your behalf, your attorney needs information about you and your assets. 11/2017] Family Information Sheet – Page 1. A well-laid plan should consider the circumstances of both death and disability of the plan’s author. All information provided with this Intake Form will be held in strict confidence. If any of the requested information does not apply or is not readily available, leave those sections blank. Estate Planning Information Sheet Author: Eric O. Lundquist, Jr. Last modified by: Christopher Juillet Created Date: 9/4/2020 2:19:00 PM Company: McGovern & Bucci, P.C. Home Address: _____ 4. In concentrating on our estate planning documents, jotting down the important information and keeping it in one place frees me for when we may need the information. 3. confidential estate planning intake form This form is helpful as we assist you in meeting your estate planning objectives. The phrase “Do it Yourself” evokes images of a weekend trip to the Home Depot, a bruised thumb, and the feeling of satisfaction that comes from a freshly painted room, $5,120,000. Phone. Make a list of important documents and valuables . This data sheet can be helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate. Attach an additional sheet if needed. Prior to your initial appointment, we will review the Each U.S. citizen is permitted to transfer tax free up to $5,000,0001 (the Unified Credit amount) at death in 2013 and 1 This amount is indexed for inflation. Make a list of important documents and valuables . Letter of Instruction : Use this form to leave instructions to your executor about where certain items can be located and other essential information your executor will need to settle your estate. Part A of this fact sheet is just an introduction. Estate Planning Information Spousal 2020 - planning sheet for a couple for wills and powers of attorney. Email: 610-527-9100. This form is intended to be a preparation tool for your estate planning meeting. When filling out this Intake Form please use full legal names and make sure that the names of any party listed are spelled correctly. LETTERS GRANTED ... Estate Planning Information Sheet 2.7.2.F1 2.pub Author: Tiffany Kiramidjian When you're getting your estate in order, there are many accounts, policies, documents, and other information to organize—and the list of to-dos can quickly become overwhelming. The Estate Planning folder is highlighted. Wills, Enduring Powers of Attorney, and Personal Directives are important estate planning documents which allow us to ensure our wishes regarding our property, finances, and health care decisions are communicated and followed in … Enter data as it will appear on all documents submitted to the Department. general information, complete this worksheet. For your Assistance in Completing the Information Sheet: Property Titles Property may be owned in your individual name, in your spouse’s individual name, in Estate planning includes the preparation of a will and the planning for taxes after the individual's death. ABOUT YOU Many people use more than one name, such as a nickname, or middle name. The focus of his legal career is estate planning, probate, adoption, guardianship and family law. Estate planning is the final act in crea ng financial well‐being for self and for others. It will also help you prepare to meet with a lawyer, financial planner or tax professional. ESTATE PLANNING CLIENT INFORMATION SHEET COUZENS, LANSKY, FEALK, ELLIS, ROEDER & LAZAR, P.C. To download the financial planning forms for clients below, simply right-click the links that pertain to the documents you need and select “Save As” to store them to your computer now. However, clients with multiple beneficiaries and/or complex trust and will provisions may be charged fees additional to those shown below, either as a flat fee or hourly. This is a Microsoft Excel spreadsheet to assist with estate planning. Goal Organizer. Wills and Trusts Information Sheet. Long-term Care Planning and Asset-Protection Planning. ×. Estate Planning Information Sheet -4- B. Being prepared is always a wise choice. It is advisable that you seek the counsel of an experienced estate planning attorney to help you through the process of making an estate plan. skip areas which do not apply and note that approximate values are adequate for preliminary planning. Use our probate inventory template spreadsheet to record the details you need to settle an estate. The overall planning of a person's wealth is estate planning. Your first step in estate planning is to write a comprehensive will that moves smoothly through the probate process. Any person who dies and whose net estate is more than R3,5 million will be charged at the rate of 20% by the government. Estate Planning Questionnaire. Cash Flow Work Sheet. Estate Planning Worksheet. Living Will – Allows a person to make theirend of life decisionssuch as the option to no longer receive food or fluids if they should become incapacitated. Estate Planning Information Spousal 2020 - planning sheet for a couple for wills and powers of attorney. To start your estate plan: List the value of your home and other real estate along with cars, jewelry, artwork, and other physical assets. ESTATE PLANNING SINGLE CLIENT INTAKE SHEET . All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. CONFIDENTIAL FAMILY INFORMATION SHEET (To be filled out by client needing estate plan) Date: Your Full Legal Name: Residence Address: Residence Phone: Business Phone: Email: Preferred Method of Contact: A simple will is perfect for about 95% of the population. Please print the worksheet and complete it before an initial estate planning conference with one of our attorneys. Please share any additional information you feel would help us in preparing your estate plan: Thank you for completing this Worksheet. PROFESSIONAL LIABILITY FUND [Rev. Estate planning documents implemented through the planning process usually have significant legal and tax consequences. Having a basic estate plan in place can save your family from having to make impossible decisions when they face diffic… There are a couple of items worth noting: It lists who's insured by each policy and who owns each account because you should plan for … Use the link below to reach our worksheet. Estate Planning: 95: Estate Planning Confidential Family Information Sheet Date Revised: Dec 2019 Estate Planning: 96: Estate Planning Consent to Joint Representation Letter Date Revised: Dec 2019 Estate Planning: 97: Estate Planning Information Checklist Date Revised: Dec 2019 Estate Planning: 98: Transferring Real Property to Adult Children situation and properly advise you regarding your estate planning options. Believe it or not, you have an estate. Administration . CONFIDENTIAL FAMILY INFORMATION SHEET (To be filled out by client needing estate plan) Date: Your Full Legal Name: Residence Address: Residence Phone: Business Phone: Email: Preferred Method of Contact: Fill out, securely sign, print or email your Estate Information Sheet REV-346 instantly with SignNow. What is estate duty and what impact can it have on my estate planning? PERSONAL DATA . 1. To get a copy of this free form, go to Living Trust Checklist. The confidential information gathered in this form will allow me to prepare your estate plan specific to your requests and ensure that nothing is ESTATE PLANNING INFORMATIONAL PACKET. To keep the contact information easily accessible, I have created summary sheets with detailed information … 00 Estate Planning Information Worksheet. Pa Estate Information Sheet. I rely upon the information you provide to be accurate and complete in all respects. 2012. Name DOB City of … New York Estate Planning Matter Information Sheet. I. 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