ESTATE PLANNING QUESTIONNAIRE

Advance Planning is vital to make sure that your financial and emotional goals are met when the unfortunate inevitably happens.  We suggest using  this questionnaire provided by Mr. Phillip Hoskins, Esq. for his Estate Planning clients. 

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.

Instant Term Life Quotes - CA
In the other 50 States.

ESTATE PLANNING QUESTIONNAIRE

Estate Planning Guide
Estate Planning Guide – PJ Hoskins, Esq.

A. BACKGROUND INFORMATION

 

1. Name (include all other names once used, i.e. maiden) __________________________

  1. 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: _________________

______________________________________

  1. 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.

 

 

 

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