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ESTATE PLANNING DATA Date of Interview Prepared by Persons Present Client s Name Date of Birth SS Spouse s Name Home Address County of Residence Home Phone Client Business Address Spouse Business Address Children s Names Addresses Telephone Number and Birth Date Continue on back if necessary Child 1 DOB Address Telephone Are both spouses U.S. citizens Y N Any possibility of additional children Any children by prior marriages/divorces Any dependents other than children If so please describe Any...family members with special needs Do you own real property outside the State of WILL INFORMATION SPECIFIC BEQUESTS/DEVISES. A. Beneficiary Item of Property or Amount of Cash DISPOSITION OF RESIDUARY ESTATE* If your spouse survives you how do you want the balance of your estate to be distributed B. Should your spouse s share be Outright In trust a If a trust is established for your children should it be distributed to them at the death of the survivor of you and your spouse Y N If not at what age...s do you wish it to terminate Portion 1/3 1/2 etc* Age C. If a child dies prior to the time the trust is to terminate and distribute to the child which option do you prefer Property passes directly to his descendants per stirpes. D. How do you wish your estate to be distributed if you are not survived by your spouse your children or any grandchildren EXECUTON Who do you wish to serve as Executor of your estate The Executor will be responsible for gathering estate assets paying debts taxes and...expenses probating will filing tax returns and distributing estate assets as provided under the will* After the estate is closed the Executor is discharged and his task is completed* The Executor may be your spouse another individual or a financial institution or a combination* Client Spouse name In the event the above cannot serve please name two alternates. First Alternate Second Alternate TRUSTS TRUSTEE The Trustee will receive the trust s share of estate assets and will administer them under...the terms of the trust until it terminates. Most likely the Trustee will be required to serve for a longer period of time than the Executor. Trustee may be an individual a fnancial institution or a combination* It may not be appropriate for your spouse to serve as Trustee. Co-trustee if any In the event your individual trustee cannot serve please name two alternates. GUARDIANSHIPS spouse are deceased The Guardian would take care of the personal needs of your children* The Guardian Trustee and...Executor can but do not have to be the same persons. While the Executor and Trustee can be financial institutions the Guardian of the person of your minor children should be an individual or individuals. Beneficiary Item of Property or Amount of Cash DISPOSITION OF RESIDUARY ESTATE* If your spouse survives you how do you want the balance of your estate to be distributed B. Should your spouse s share be Outright In trust a If a trust is established for your children should it be distributed to...them at the death of the survivor of you and your spouse Y N If not at what age s do you wish it to terminate Portion 1/3 1/2 etc* Age C.