Long-term Care Planning and Asset-Protection Planning. Make a list of important documents and valuables . Values listed should be approximate and need not be exact. $5,120,000. Goal Organizer. The form is specific to each State. This form is intended to be a preparation tool for your estate planning meeting. ABOUT YOU Many people use more than one name, such as a nickname, or middle name. ESTATE PLANNING WORKSHEET . Our estate attorneys are working tirelessly to help individuals and their families feel confident about the future. This is a Microsoft Excel spreadsheet to assist with estate planning. Read the latest estate planning news and issues including living wills, trusts, inheritance laws and power of attorney. All information given to us is strictly confidential. Libby Ellett Tomar 438-A Uluniu St Kailua, Hi 96734 tel: (808) 262-2800 fax: (808) 263-4645 email: [email protected] Email: 18. Estate Planning is for Everyone. It provides you with one convenient place to document a list of assets and liabilities. Estate Planning Information Spousal 2020 - planning sheet for a couple for wills and powers of attorney. SECTION III. Create, store and share important documents that your loved ones might need. Steve graduated twice from the University of Utah, first in 1989 with a B.S. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish, Remember: wills are important legal documents. Taxes and estate planning. To learn … 610-527-9100. Estate Planning Information Sheet You’ll need to gather a few things before we get started: THE NAME(S) OF CHILDREN (whether they are to be included as a Beneficiary) THE NAME(S) OF BENEFICIARIES, INCLUDING ORGANIZATIONS OR CHARITIES Existing Wills of both spouses. This is an accessible estate inventory template. 5300 Meadows Road, Suite 200 Lake Oswego, OR 97035 ESTATE PLANNING CONFIDENTIAL INFORMATION SHEET Date:_____ Marital Status: Single Married Divorced Widow / Widower Domestic Partner Name DOB City of … ESTATE PLAN INFORMATION The following is the information we will need in order to plan your estate. The overall planning of a person's wealth is estate planning. Develop your own personal record that lists the locations of your important documents, policies, contacts and property. An estate plan, including a last will and testament, protects your family and finances after you die. G Yes G No Please provide details of cremation, burial or pre-arranged plan wishes: _____ _____ _____ B. ... Estate Planning Information Sheet 2.7.2.F1 2.pub Author: Tiffany Kiramidjian Prior to your initial appointment, we will review the Start a … To download the financial planning forms for clients below, simply right-click the links that pertain to the documents you need and select “Save As” to store them to your computer now. ESTATE PLANNING INFORMATION SHEET . Estate Plan Coversheet: Use this form to summarize key information about your estate plan and store it with your will, trust, and related documents. note: please use name as usually for business and as done you want it toappear in your estate planning documents. Cash Flow Work Sheet. PERSONAL DATA . Please be as complete as possible when answering this questionnaire. degree, then in 1993 with a J.D. estate planning is a final act of love can some mes put a new and more posi ve twist on the concept. Charles H. Sanford Law Offices, P.L. There are a couple of items worth noting: It lists who's insured by each policy and who owns each account because you should plan for … General Information: A. pg. Estate tax applies to your estate before anything is distributed to your heirs, but it only affects wealthy estates. The first step in probating an estate is to locate all of the decedent's estate planning documents and other important papers, even before being appointed to serve as the personal representative or executor.. ×. By accurately completing this worksheet you will be providing me with much of the background information concerning your estate which will assist me in providing the highest level of service to you. I. In fact, nearly everyone does. 2. The confidential information gathered in this form will allow me to prepare your estate plan specific to your requests and ensure that nothing is On your will it is especially important to use you full "official" name, such as the name you use to Answer each section as completely as possible Completing it is optional. TRUSTEES (A trust may be created within the will for many different reasons, most commonly for the purpose of managing property … If any of the requested information does not apply or is not readily available, leave those sections blank. skip areas which do not apply and note that approximate values are adequate for preliminary planning. This can be an important tool to you, your family or power of attorney, and eventually, the executor of your estate. The focus of his legal career is estate planning, probate, adoption, guardianship and family law. This Estate Planning Informational Packet has been designed to collect relevant information that can affect your estate plan. JGB Estate Planning Client Information Sheet. Step 1: Cover the Basics. Believe it or not, you have an estate. To keep the contact information easily accessible, I have created summary sheets with detailed information … Estate Planning Client Information Sheet. That’s why anyone in a position to manage an estate needs to contact an estate planning and probate attorney as soon as possible, especially if the estate is of considerable value. For your Assistance in Completing the Information Sheet: Property Titles Property may be owned in your individual name, in your spouse’s individual name, in ESTATE PLANNING WORKSHEET This worksheet is a very important step in the estate planning process. It provides you with one convenient place to document a list of assets and liabilities. please list any questions or additional information on a separate page. Wills and Trusts Attorneys at Holland, Donnelly & Mishler have been helping clients create legally sound estate … It captures the information needed to proceed with estate planning. • Give your estate planning attorney a head start on assessing your situation and preparing your plan. There are many decisions to consider when determining your legacy. The decedent's estate planning documents might include a last will and testament as well as and funeral, cremation, burial, or memorial instructions. Estate Planning: 95: Estate Planning Confidential Family Information Sheet Date Revised: Dec 2019 Estate Planning: 96: Estate Planning Consent to Joint Representation Letter Date Revised: Dec 2019 Estate Planning: 97: Estate Planning Information Checklist Date Revised: Dec 2019 Estate Planning: 98: Transferring Real Property to Adult Children Page 3 beyond. We ask that you complete it as fully as possible before we meet. 1 Buckley Law P.C. 3003 Cardinal Drive, Suite B, Vero Beach, FL 32963 (772) 492.1695 Telephone (772) 492.1697 Facsimile . The Estate Planning Worksheet Template makes it incredibly easy to keep track of all the incredibly important and vital information you will be gathering to take care of this task. To assist with this task, we have created this Estate Inventory Workbook. In 2016, the South African Revenue Service (SARS) introduced a directive when it comes to estate duty in South Africa. If … To name a few examples, your estate includes your car, home, bank accounts, life insurance, and investments—and no matter how large or how modest—it is all part of your estate. This can be an important tool to you, your family or power of attorney, and eventually, the executor of your estate. Your first step in estate planning is to write a comprehensive will that moves smoothly through the probate process. TALIS LAW PLLC 915 118th Avenue SE, Suite 360 Bellevue, WA 98005 Phone (425) 943-9968 Fax (425) 777-2097 TALISLAWFIRM.COM CLIENT ESTATE PLANNING INFORMATION WORKSHEET For Enter data as it will appear on all documents submitted to the Department. PROFESSIONAL LIABILITY FUND [Rev. I rely upon the information you provide to be accurate and complete in all respects. Quality estate planning requires a complete review of your financial information and a candid discussion of your personal circumstances, needs, goals, and desires. Estate Planning Worksheet This questionnaire is designed to help us determine what estate planning tools will best assist you to achieve your goals. Please furnish us with copies of the following before or at the estate planning conference: 1. Please fill out as much as possible using estimated figures where information is not easily attainable, and leaving blanks for those questions which are inapplicable. Ciaran Griffin / Getty Images. What happens to your property, the financial well-being of your family and the means of eliminating estate taxes should all be considered in estate planning. 5 Things Estate Planning Can Do for You and Your Business1. It gives you more options for your business. Download Proper estate planning gives you the option of buy-sell agreement. ...3. Helps you to minimize taxes. ...4. It provides a succession plan for your business. ...5. It helps you to plan for the future. Estate Planning For Dummies Cheat Sheet. Estate Inventory Workbook Estate Inventory Workbook Introduction One of the key tasks as the executor of an estate is to establish a list of the estate’s assets and liabilities. SHEET SECTION I DECEDENT INFORMATION. Please share any additional information you feel would help us in preparing your estate plan: Thank you for completing this Worksheet. Why It’s Important Your estate consists of the property (assets) you own when you die. If time permits, kindly return the completed form by email or facsimile in advance of your appointment to allow for our review prior to the meeting. In this article. To start your estate plan: List the value of your home and other real estate along with cars, jewelry, artwork, and other physical assets. Fill out, securely sign, print or email your Estate Information Sheet REV-346 instantly with SignNow. For To assist with this task, we have created this Estate Inventory Workbook. Home Address: _____ 4. Wills, Enduring Powers of Attorney, and Personal Directives are important estate planning documents which allow us to ensure our wishes regarding our property, finances, and health care decisions are communicated and followed in … Living Will – Allows a person to make theirend of life decisionssuch as the option to no longer receive food or fluids if they should become incapacitated. Select the applicable subfolder, then double click on the form you want to complete. 11/2017] Family Information Sheet – Page 1. Fax. I have signed this document this _____ day of _____ 20____. This data sheet can be helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate. 1. To get a copy of this free form, go to Living Trust Checklist. Thanks. It you have any questions, ask a Legal Services Network lawyer. Consider a Living Trust. Attach an additional sheet if needed. Estate planning is the final act in crea ng financial well‐being for self and for others. Estate Planning Information Sheet Jason Broesder, Attorney at Law, LLC 770 S. Front Street, Suite 100 Central Point, OR 97502 (541) 773-1222 Please list all children of this marriage. Gather recent statements from your bank, brokerage, and retirement accounts. Other titles: Estate Planning Information Sheet 610-527-6549. Dawn Getty Sutphin has been a member of the Pennsylvania Bar since 1989 and New Jersey Bar since 1990. Personal Emergency Information Recorder - In Case of Emergency Workbook Organizer for Passwords, Medical, Financial, Insurance, End of Life Plans, Estate Planning 4.4 out of 5 stars 15 $15.00 $ 15 . The information is imperative to allow the attorney to recommend an estate plan best suited to your individual needs. Whom would you like to serve as the Personal Representative of your estate? Find articles on estate planning from AARP. Estate Planning Information 2020 - planning sheet for a single person for a will and powers of attorney. LETTERS GRANTED Inheritance Calculator - For Excel nerds, enter data on your assets to see how much each beneficiary would receive. 2012. FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in settling my estate, should the time arise. Estate Inventory Workbook Estate Inventory Workbook Introduction One of the key tasks as the executor of an estate is to establish a list of the estate’s assets and liabilities. New York Estate Planning Matter Information Sheet. Estate Planning Information Thank you for contacting me about estate planning. Pa Estate Information Sheet. Estate Planning Information Booklet This document is to be completed for the purpose of enabling lawyers (Provider) to provide advice and assistance ... A Fact Sheet has been prepared with some further information. Estate Planning and Will Information Form WHEN YOU HAVE COMPLETED THIS FORM, please return it to my office or bring it along to your office meeting. Estate Planning Information Spousal 2020 - planning sheet for a couple for wills and powers of attorney. Any person who dies and whose net estate is more than R3,5 million will be charged at the rate of 20% by the government. You have taken an important step towards planning your estate. ESTATE PLANNING CLIENT INFORMATION SHEET COUZENS, LANSKY, FEALK, ELLIS, ROEDER & LAZAR, P.C. To assist with your understanding of these in the consideration of your wishes for Estate Planning Information 2020 - planning sheet for a single person for a will and powers of attorney. When you created a joint bank or brokerage account, named a beneficiary on a life insurance policy, or Page 1 of 14. All gift tax returns ever filed by either spouse. For efficiency in planning, please bring with you each of the following: ♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. Estate Planning Information Sheet ARANT & BROESDER, LLC-ATTORNEYS AT LAW 312 S. Ivy Street, Medford, OR 97501; (541) 773-1222 COMPARISON OF WILLS AND REVOCABLE LIVING TRUSTS AS PRIMARY ESTATE PLANNING TOOLS This chart is intended to acquaint you with some of the variables that affect the decision whether Estate planning includes the preparation of a will and the planning for taxes after the individual's death. Attached is an estate planning information sheet which will be used by us to analyze your estate and make estate planning recommendations. Please print the worksheet and complete it before an initial estate planning conference with one of our attorneys. These objectives will be the basis for your estate plan. ESTATE PLANNING DATA SHEET . Villanova, Pennsylvania 19085. general information, complete this worksheet. Estate Planning Information Sheet Author: Eric O. Lundquist, Jr. Last modified by: Christopher Juillet Created Date: 9/4/2020 2:19:00 PM Company: McGovern & Bucci, P.C. Please print this out and fill in the fields by hand to have ready for your initial consultation with our experienced estate planning legal team. Estate Planning Worksheet. Each U.S. citizen is permitted to transfer tax free up to $5,000,0001 (the Unified Credit amount) at death in 2013 and 1 This amount is indexed for inflation. What is estate duty and what impact can it have on my estate planning? Estate Planning Forms. Things to keep in mind: • Try to complete as much of the inventory as possible. Letter of Instruction : Use this form to leave instructions to your executor about where certain items can be located and other essential information your executor will need to settle your estate. 00 Use our probate inventory template spreadsheet to record the details you need to settle an estate. (a) Estate taxes are an important consideration in estate planning. 2014 = $5.34 Million . Pennyborn's Estate Planning Worksheet is a tool to help you gather information and define your objectives as you begin working on your estate plan. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL . Inheritance Calculator - For Excel nerds, enter data on your assets to see how much each beneficiary would receive. If your net worth is … Country Club Office Centre 39395 West Twelve Mile Road, Suite 200 Farmington Hills, Michigan 48331 248-489-8600 www.couzens.com [email protected] Personal Data: Client 1: Citizenship: Date of Birth: E-mail Address: Home Phone: Cell Phone: Client 2: Citizenship: Estate planning documents implemented through the planning process usually have significant legal and tax consequences. … Include the location and contents of any safety deposit boxes or safes. Having a basic estate plan in place can save your family from having to make impossible decisions when they face diffic… Every person is different, so each of you will need to decide your objectives and the relative importance of each objective. ... Estate Planning Information Sheet Author: SECTION II TYPE FILING. However, clients with multiple beneficiaries and/or complex trust and will provisions may be charged fees additional to those shown below, either as a flat fee or hourly. Estate planning is the process of setting up how your assets and property will be distributed upon your death. Through these plans, you can ensure your assets are given to the people and organizations you care about. Additionally, estate plans can minimize the amount of taxes your estate and family will incur once you're gone. Steve was born in Salt Lake City and has live … 11/2017] Family Information Sheet – Page 1. Estate Planning For Dummies Cheat Sheet. A simple will is perfect for about 95% of the population. No Letters Other (Please Explain.) We need estate planning because it is a plan for the future, for you, your spouse and those you love. Part A of this fact sheet is just an introduction. A well-laid plan should consider the circumstances of both death and disability of the plan’s author. Your responses to these items as well as any other questions or concerns you may have will be discussed more fully during our preliminary meeting as well as before any drafting is started on your Estate Planning Documents. But after my recent experience losing my parents, I can sincerely tell you that having an end-of-life checklist completed is a truly helpful gift that you can leave for your loved ones.. Steve practices law in West Valley City. 3. ♦ Deeds for any real estate you own. The most secure digital platform to get legally binding, electronically signed documents in just a few seconds. If necessary, you can come back and complete any missing information later. ESTATE INFORMATION. Testamentary. ESTATE PLANNING SINGLE CLIENT INTAKE SHEET . Let us help you organize the information you need at a difficult time with this simple estate inventory template. But our ultimate planning checklist will help you get organized painlessly. When filling out this Intake Form please use full legal names and make sure that the names of any party listed are spelled correctly. situation and properly advise you regarding your estate planning options. The phrase “Do it Yourself” evokes images of a weekend trip to the Home Depot, a bruised thumb, and the feeling of satisfaction that comes from a freshly painted room, You should discuss the appointment of your attorney with your Provider. Available for PC, iOS and Android. ESTATE PLANNING QUESTIONNAIRE We use this questionnaire to get a general understanding of your situation so that we can better advise you on your estate planning needs. Use the link below to reach our worksheet. The Estate Planning folder is highlighted. It is advisable that you seek the counsel of an experienced estate planning attorney to help you through the process of making an estate plan. confidential estate planning intake form This form is helpful as we assist you in meeting your estate planning objectives. Develop your own personal record that lists the locations of your important documents, policies, contacts and property. Alias Name(s): _____ 3. in planning your estate. Make a list of important documents and valuables . As of 2020, the first $11.58 million of your estate is exempt at the federal level, which will go up to $11.7 million in 2021. Probate inventory. By N. Brian Caverly, Jordan S. Simon. Estate Planning Information Sheet, Page - 1 ESTATE PLANNING INFORMATION SHEET To assist me in preparing your estate plan, please provide the information requested on this form as completely as possible. An estate plan, including a last will and testament, protects your family and finances after you die. Estate planning goes beyond drafting a will. Being prepared is always a wise choice. A. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate Planning Information Sheet -4- B. ESTATE PLANNING INFORMATION SHEET (Note that this document is being used to gather preliminary information only. Name: _____ 2. Phone. Before you do anything anytime that you are going to be planning an estate you should immediately contact a medical agent. Our estate planning section consists of the most qualified lawyers in the State of Utah. ESTATE PLANNING INFORMATIONAL PACKET. It has separate worksheets to list your accounts, utilities, and insurance policies. G cremation G burial Do you have a pre-arranged plan? Planning – it’s what we do. documents is called estate planning. 3. SINGLE PERSON . Please complete as fully as you can; contact us with any questions you may have. Family Information Personal _____ Last Name First Name MI Name A Digital Executor. Digital Cheat Sheet: How To Create A Digital Estate Plan This article on Digital Estates is provided by Everplans — The web's leading resource for planning and organizing your life. You may not be able to answer the questions at the end without talking with us first, but you should at least start thinking about them. Basically, estate planning is the organization of assets as well as income to maximize benefits. What Happens When Someone Dies Without an Estate Plan In New York? A will is definitely one of the major components of a proper estate plan and if somebody dies with a will, then the will is going to include exactly where they want their assets to go. It is never too early to begin the process of planning your estate. Fee Schedule for Estate Planning Documents. Estate Planning Information Worksheet. In Part B, you will begin to focus on estate planning objectives. All information provided with this Intake Form will be held in strict confidence. ESTATE PLANNING INFORMATION SHEET The Roles in a Will, Testamentary Trust and Enduring Power of Attorney There are a number of technical terms that appear throughout estate planning documentation including a will and a testamentary trust. Family Information Personal _____ Last Name First Name MI Death is not something most of like to think or talk about, let alone prepare for. 4325 Windsor Centre Trail Suite 450 Flower Mound, Tx 75028 1-(214)-513-1013 The larger the estate, the more complicated its holdings, and the more conflicts that arise, the more help you’ll need.