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ESTATE PLANNING QUESTIONNAIRE Law Offices of Samuel Z. Brown GENERAL INFORMATION (1) Please give us your name as you wish it to appear in your will. Name: Age: Residence: Phone: YOUR FAMILY (1) Your

How to fill out general information your family

How to fill out general information your family:

1. Start by providing the names of all family members, including yourself, your spouse, children, and any other dependents.
2. Include their dates of birth, as well as their current ages.
3. Indicate the relationship of each family member to you, whether they are your spouse, child, sibling, parent, or other.
4. Mention the education level of each family member, from elementary school to university.
5. Include the occupation or profession of each family member, including their current job titles and employers if applicable.
6. Provide their contact information, such as phone numbers and email addresses, to ensure easy communication with them.
7. Mention any special circumstances or health conditions that may be relevant for each family member.
8. If applicable, include details about any pets or other animals that are part of your family.
9. Finally, review the information carefully to ensure accuracy and completeness.

Who needs general information your family:

1. Anyone who is involved in family-related matters, such as lawyers or financial advisors, may need to know the general information about your family.
2. Educational institutions may require general information about your family when enrolling your children or applying for scholarships.
3. Insurance providers often ask for general information about your family to determine coverage and premium rates.
4. Government agencies may request general information about your family when applying for benefits or completing official forms.
5. Family members themselves may need this information for personal records or emergencies.
6. Understanding the general information about your family can also be helpful for genealogical research or family history purposes.

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