Estate Planning Evaluation

First Name

Last Name

e-mail

Phone
Please enter your 10 digit phone number.

Street Address

City

State

Zip Code

Please describe your current marital status

Do you have any children?

Do you have other dependents?

Are you, your spouse or any of your dependents disabled?

Have you or your spouse EVER lived in a "Community Property" state?
Such as Arizona, California, Louisiana or Texas

Do you currently have any of the following:
WillPower of AttyHealthcare DirectiveTrust

Assets

To help us better understand what your estate planning needs may be, please provide a reasonable approximation of your current assets. Estate planning is NOT only for the wealthy. However, different economic circumstances change the type of planning you may need. Even if everything is "0" please let us know.

Please list your current combined wages for you and your spouse

Approximate current value of all Retirement Accounts

Approximate current value of all other Investment Accounts

Do you own any portion of a Business that is not publicly traded?

The value of the equity in your Primary Residence

The value of the equity in all other Real Estate

The value of your Cash, Bank Accounts, CD's etc.

The value of any high value personal property
This may include items such as jewelry, works of art, antiques or collections

The value of the equity of any Farm Equipment, livestock or crops you own

The value of any Trust of which you are a beneficiary

The value of the equity of any Vehicles, Boats, RV's or similar titled equipment you own

Do you or your spouse anticipate receiving any Inheritance?
Please list your understanding of the value of any inheritance you may receive in excess of $10,000

The value of the death benefit of any Life Insurance on you or your spouse

Please let us know any other special circumstances related to your estate

or Reset