Estate Planning Worksheet

NOLAN LAW FIRM
Estate and Trust Planning – Single Client

Part I: Personal Information

Client’s Full Legal Name

Birth Date

SS#

Home Address

City

State

Email Address

Home Telephone

Marital Status

Divorced Widowed Single

Children and Other Family Members

Please list full legal names and birth dates.

Name

Birth Date

Relationship & Comments

Name

Birth Date

Relationship & Comments

Advisors

Personal Attorney

Accountant

Your Concerns

Rate (H) high, (S) some, (L) low, (N/A) none.

Avoiding Probate

Protecting assets from lawsuits/creditors

Important Family Questions

Are you making payments pursuant to a divorce or property settlement order?

Please upload a copy of the order:

Have you ever filed federal or state gift tax returns?

Please upload copies of these returns:

Have you completed previous will, trust, or estate planning?

Please upload copies of these documents:

Part II: Property Information

Provide approximate values for your assets.

Real Property (Home, Land, etc.)

Bank Accounts (Checking, Savings, CDs)

Retirement Plans (401k, 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?

Estate Planning Intake Single

Estate Planning Worksheet

Received.

Get the number before you commit.