Estate Planning Worksheet

Please submit this worksheet AT LEAST three days prior to our scheduled appointment (this will ensure we have enough time to understand the specifics of your situation before our meeting) so we can maximize the benefit of our time together.

If you need assistance completing the worksheet, call our office and we will be glad to help you.

DON’T WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN

All information provided is strictly confidential.

Law Form

Referral Source
How did you hear about us?

Personal Information

Name *
Full legal name

Signature Name *
Name as printed on your Driver's License

Other Names Used *
"Also Known As"

Spouse / Partner's Information

Name *
Full legal name

Signature Name *
Name as printed on your Driver's License

Other Names Used *
"Also Known As"

Please provide information for any additional children (or grandchildren)

Attach Files

Advisors

Your Planning Objectives

Please identify the reasons you are considering planning or the areas you would like to learn more about (select as many as you wish):

Values

Designate the following values as either "Most Important" or "Least Important" to you.  If you are neutral about a certain value do not select it for either category

Household Income and Asset Information

Additional Properties

Please provide the addresses, fair market value, and equity of any additional DOMESTIC properties you own

Additional Properties

Please provide the addresses, fair market value, and equity of any additional DOMESTIC properties you own

Personal Property (total estimated value)

Consider personal effects such as furniture, jewelry, collections, antiques, furs, art and all other valuable non-business personal property

Bank Accounts (total estimated value)

Consider checking accounts, savings accounts, certificates of deposit, & money market accounts

Stocks & Bonds not in retirement accounts (total estimated value)

Consider brokerage accounts, mutual funds, and investment portfolios

Retirement Accounts (total estimated value)

Consider pensions, profit sharing, IRAs, 401(k)s, 403(b)s, and other retirement plans

Life Insurance Policies & Annuities (total estimated death benefit)

Consider term, whole life, slit dollar, group life, and annuities

Business Interests (total estimated value)

Consider sole proprietorships, general and limited partnerships, LLC membership interest, corporate interests, etc.

Anticipated Inheritance, Gift or Lawsuit Judgment (total estimated value)

Consider money and / or property you expect to receive in the future

Other Assets (total estimated value)

Consider other money or assets you own that does not fit into any of the above categories

Approximately how much household consumer debt do you carry?

Total amount owed on credit cards, car loans, unpaid bills and other money owed (except mortgages and student loans)

Finish and Submit

Do you have any particular concerns or questions?

If you have anything specific you would like to make sure we address during our time together, please let us know

Our Office

Phone

(626) 355-4000

Address

100 West Lemon Avenue, Suite 202
Monrovia, California 91016

Cali Law Office California

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