ESTATE PLANNING QUESTIONNAIRE
Life Screening Form - Please complete & return and we'll search and consult for you. Or try this one from NAAIP.org
Advance Planning is vital to make sure that your financial and emotional goals are met when the unfortunate inevitably happens.
This questionnaire will help you organize your assets and where you want them to go after your death. Assets left out of an estate plan, regardless of the reason, will have to be probated unless they fall into a state’s exemptions from probate such as being in joint tenancy or in a trust of some type. Planning now, can help avoid problems, if any of your heirs want to contest the will, by saying you were not mentally able (competent) to make the plans you wanted to make.
It is not uncommon for a person to forget a piece of property inherited years earlier from old Uncle Bill in Tulsa or Aunt Emily in Maine. Then after death, the person’s heirs discover the existence of the forgotten property. Thereafter, the heirs are forced to spend thousands of dollars needlessly to probate the property to place the title in their names.
A. BACKGROUND INFORMATION
1. Name (include all other names once used, i.e. maiden) __________________________
- Address and phone number (home and business) ___________________________________________________________
3. Employer’s name, address and phone number: ______________________________________________________________
4. Spouse’s employer’s name, address and phone number: ______________________________________________________
5. Occupation:____________________________
6. Spouse’s occupation:__________________
7. Social security number:___________________
8. Spouse’s social security number:___________
9. Former military service (branch and dates of service): ______________________________________________________
10. Date and place of birth:___________________
11. Name of spouse:_________________________
12. Date and place of spouse’s birth: _____________
13. Date and place of marriage: ____________
14. Length of residency in the state: _________________
- Previous marriages for each spouse: _____________
16. Children:_______________________________
17. Children of spouse (step-children):__________
18. Deceased children: _____________________
19. Grandchildren:_________________________
20. Grandchildren of spouse: ___________________
21. Parents and address: _____________________________ __________________________________________________
22. Parents of spouse and address: ______________________
23. Last will:
a. Date executed:___________________________________
b . Location of original: __________________________ _________________________________________________
c. Attorney who prepared will, address, phone: _____
_________________________________________________
B. PROPERTY
1. Real property (for each piece of real property state):
a. (1) Type of property: _______________________________
(2) Location of property: ___________________________
_________________________________________________
(3) Holder and amount of liens on the property:______
_________________________________________________
(4) Fair market value of the property not deducting for the liens: ______________________________________
(5) Date of purchase and original amount: ___________
_________________________________________________
(6) How is title to the property taken? (What does it say on the deed? separate property, joint tenancy,
tenancy in the entirety, tenancy in common): ________________________________________
b. (1) Type of property: _______________________________
(2) Location of property: ___________________________
(3) Holder and amount of liens on the property:
_________________________________________________
(4) Fair market value of the property not deducting for the liens: ______________________________________
_________________________________________________
(5) Date of purchase and original amount:____________
_________________________________________________
(6) How is title to the property taken? (What does it say on the deed? separate property, joint tenancy,
tenancy by the entirety, tenancy in common): ________________________________________
_________________________________________________
c. (1) Type of property: _______________________________
(2) Location of property:____________________________
_________________________________________________
(3) Holder and amount of liens on the property: _____
_______________________________________________
(4) Fair market value of the property not deducting for the liens: ______________________________________
Source MICHAEL LYNN GABRIEL, Esq., * Stroh…
