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Estate Planning Form

General Information
Married
Husband's Information
Wife's Information
Offspring Information
History
Burial Wishes
Husband's burial wishes
Wife's burial wishes
Estimated Value of Estate
Use best guess; this can be a “ballpark” estimate. Do not show benefits which will terminate at death (e.g., pension, social security, etc.).
Husband's value of estate
Wife's value of estate
Joint value of estate
Life Insurance
We have each read the foregoing material and understand that there are potential conflicts of interest between myself and my spouse in the matters about which we are consulting you. If either of us desire to have separate counsel or desire you not to be involved at all, that spouse shall notify you. We each hereby consent to having you represent both of us in the drafting of our estate planning documents and we each hereby waive any potential or actual conflicts of interest. We understand that since you will be representing both of us on the same matter, as between ourselves and you, there are no confidential communications.
I understand by submitting this form I am signing the client information form and that all the information is accurate.
Single
Offspring Information
History
Burial Wishes
Estimated Value of Estate
Use best guess; this can be a “ballpark” estimate. Do not show benefits which will terminate at death (e.g., pension, social security, etc.).
Life Insurance
(do not include accidental death policies) "Cash Value" use best estimate (term policies normally have no cash value), ”Face Value" is the amount payable at death
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