Estate Planning Worksheet
*Required Fields
Personal Information
Your Name*:

Spouse's Name:

Your E-Mail*:

Address*:

City*:  State*:  Zip*:
Main Phone #*:  Secondary Phone:
Are both you and your spouse U.S. citizens?  
Family Information
Your Children: Names, Ages, Marriage Status, Address

Are any of your children deceased? If yes, please give their names

List any children from prior relationships:

Any family members with special needs?

Any specific items for specific people?

Any specific funeral or burial instructions?

Name of proposed guardian for children:

Address 1:

City:  State:  Zip:
Name of possible second guardian:

Address:

City:  State:  Zip:

Additional Information
Who is your desired executor?

Age(s) of trust fund distributions to children:

Who is your desired trust fund manager?

Do you wish to make any special gifts to charities or friends? If so, please list:

Do you have a living will or durable power of attorney? If so, who?

Do you have a financial power of attorney? If yes, who?

Do you have a safe deposit box? If yes, where?

Any expected substantial inheritance?


Assets Husband Wife Joint
Residence


Other Real Estate
Mortgages


Listed/Traded Securities
Closely Held/Untraded Securities


Checking Accounts
Savings Accounts
Retirement Accounts
Other Personal Effects
Total Gross Estate
All Debts
Total Net Estate
Other Assets
Life Insurance


Owner:

Company:

Face Amount:

Benificiary:

Term/Whole Life?    
Current Cash Value:  

In case of death or retirement, would any employer pay you or your spouse under any qualified pension, profit-sharing plan, deferred compensation plan, etc? If yes, please give details, including the benificiary.


1534 North Decatur Road
Suite 102
Atlanta, GA 30307
404.271.5646