Prefer to be called. Birth date. SS#. US Citizen? __. Home Address. City. State. Zip ______. Home Telephone. Cell Phone. Business Telephone. Employer.

The purpose of this confidential estate planning questionnaire is to provide us with a general understanding of your family and financial situation so that ...

Questionnaires/Worksheets For Estate Planning Clients: · Estate Planning Questionnaire – MARRIED couple · Estate Planning Questionnaire – SINGLE person ...

Spouse's Date of Birth/Birthplace: 3. How long has spouse lived in California? 4. Is spouse a U.S. Citizen? B. Marital Status.

California has a statutory fee schedule set forth in the Probate Code for the attorneys and executors representing the estate. The schedule reflects the ...

Since this questionnaire is designed to gather information for any estate plan, some of the questions may be inapplicable to you. We would appreciate it if you ...

Do you have Wills __, Powers of Attorney __, or Health Care documents ___ from another firm?* Are you now actively serving as an Executor, Trustee or Guardian?

These first two sections primarily comprise fill-in-the-blank answers to straight-forward questions about family, professional advisors, existing documents, ...

Оценка 4,8 (52) How to Create an Estate Plan in California (6 steps) · 1. Define Medical Requests · 2. Establish Financial Preferences · 3. Describe Assets in the Estate · 4.

Do you want to give a specific gift (cash or specific item) to a family member or other individual at your death? (For example: $10,000 cash to a grandchild, ...