Estate Planning Clients - Married Person

PERSONAL INFORMATION
Husbands's Full Legal Name
First Last
Name most often used to title property and accounts
Also Known As
First Last
Other name used to title property and accounts
Prefer to be called
SS#
Birth Date
MM slash DD slash YYYY
US Citizen?
- Yes
- No
Home Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Home Phone
Business Phone
Business Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
It is okay to communicate with me via my E-mail address
- Yes
- No
Email Address
Marital Status
- Married
- Divorced
- Widowed
- Single
Date of Marriage

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CHILDREN AND/OR OTHER FAMILY MEMBERS
Full Legal Name Birth Date Relationship Comments
ADVISORS
Personal Attorney
Phone
Accountant
Phone
Financial Advisor
Phone
Life Insurance Agent
Phone

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PROPERTY INFORMATION

General Headings

This Property Information checklist is designed to help 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.

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 below abbreviations.

OWNER OF PROPERTY	USE
If married, Husband’s name alone, with no other person	H
If married, Wife’s name alone, with no other person	W
If married, Joint Tenancy with spouse	JTS
Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc.	JTO
If you cannot determine how the property is owned	?

REAL PROPERTY
TYPE: Any interest in real estate including your family residence, vacation home, time share, vacant land, etc.
General Description and/or Address Owner Market Value $ Loan Balance $
Total Market Value $
Total Loan Balance $
FURNITURE AND PERSONAL EFFECTS
TYPE: 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).
Type of Description
Miscellaneous Furniture and Household Effects (Total) Owner Market Value $
Total Market Value $
AUTOMOBILES, BOATS AND RVS
TYPE: For each motor vehicle, boat, RV, etc. please list the following: Description, How Titled, Market Value and Encumbrance.
Description How Titled Market Value Encumbrance
BANK & SAVINGS ACCOUNTS
TYPE: Checking Account "CA", Savings Account "SA", Certificates of Deposit "CD", Money Market "MM" (indicate type below). DO NOT INCLUDE IRA'S OR 401(K)S HERE.
Name of Institution and account number Type Owner Amount $
Total $

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General Headings

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

OWNER OF PROPERTY	USE
If married, Husband’s name alone, with no other person	H
If married, Wife’s name alone, with no other person	W
If married, Joint Tenancy with spouse	JTS
Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc.	JTO
If you cannot determine how the property is owned	?

STOCKS AND BONDS
TYPE: List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (Indicate type below)
Stocks, Bonds or Investment Accounts Type Account Number Owner Amount $
Total $
LIFE INSURANCE POLICES AND ANNUITIES
TYPE: 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.
RETIREMENT PLANS
TYPE: 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.
BUSINESS INTERESTS
TYPE: General and Limited Partnership, 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.
MONEY OWED TO YOU
TYPE: Mortgages or promissory notes payable to you, or other moneys owned to you.
Name of Debtor Date of Note Maturity Date Owed to Current Balance $
Total

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General Headings

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

OWNER OF PROPERTY	USE
If married, Husband’s name alone, with no other person	H
If married, Wife’s name alone, with no other person	W
If married, Joint Tenancy with spouse	JTS
Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc.	JTO
If you cannot determine how the property is owned	?

ANTICIPATED INHERITANCE, GIFT, OR LAWSUIT JUDGEMENT
TYPE: Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgement in a lawsuit.
Describe in appropriate detail
Total estimated value $
OTHER ASSETS
TYPE: Other property is any property that you have that does not fit into any listed category.
Type Owner Value
Total
SUMMARY OF VALUES
*Joint Property values enter 1/2 in husband’s column and 1/2 in wife’s column.
Real Property Husband Wife Total Value $
Furniture and Personal Effects Husband Wife Total Value $
Automobiles, Boats and RV's Husband Wife Total Value $
Bank and Savings Accounts Husband Wife Total Value $
Stocks and Bonds Husband Wife Total Value $
Life Insurance and Annuities Husband Wife Total Value $
Retirement Plans Husband Wife Total Value $
Business Interests Husband Wife Total Value $
Money owed to you Husband Wife Total Value $
Anticipated Inheritance, Etc. Husband Wife Total Value $
Other Assets Husband Wife Total Value $
TOTAL ASSETS HUSBAND WIFE TOTAL VALUE $

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Step 1 of 6

PERSONAL INFORMATION

CHILDREN AND/OR OTHER FAMILY MEMBERS

ADVISORS

IMPORTANT FAMILY QUESTIONS

PROPERTY INFORMATION

General Headings

Type

"Owner" of Property

REAL PROPERTY

FURNITURE AND PERSONAL EFFECTS

AUTOMOBILES, BOATS AND RVS

BANK & SAVINGS ACCOUNTS

General Headings

Type

"Owner" of Property

STOCKS AND BONDS

LIFE INSURANCE POLICES AND ANNUITIES

RETIREMENT PLANS

BUSINESS INTERESTS

MONEY OWED TO YOU

General Headings

Type

"Owner" of Property

ANTICIPATED INHERITANCE, GIFT, OR LAWSUIT JUDGEMENT

OTHER ASSETS

SUMMARY OF VALUES

General Description and/or Address	Owner	Market Value $	Loan Balance $

Miscellaneous Furniture and Household Effects (Total)	Owner	Market Value $

Stocks, Bonds or Investment Accounts	Type	Account Number	Owner	Amount $

Name of Debtor	Date of Note	Maturity Date	Owed to	Current Balance $

Full Legal Name	Birth Date	Relationship	Comments