Estate Planning Worksheet 1

Initial Estate Planning Worksheet

Spouse 1 Data

Spouse 2 Info

Children & Grandchildren

Financial Data

List all cash and bank accounts and the name of each person on each account.
List all marketable securities accounts and the name of each person on each account.
List all retirement accounts and the name of each person on each account.
List all stock options/deferred compensation accounts and the name of each person on each account.
List all loans due from others
List all closely held businesses and the names of all legal partners
List all residences you own and the name of all legal owners for each
List all real estate you own and the name of all legal owners for each
List all other assets you own and the name of all legal owners for each

Life Insurance

List each life insurance policy you own, the Company, Policy #, Death Benefit, Name of Insured, Policy Owner, Beneficiary, Cash Surrender Value, and any loans against the policy.

Professional Advisors

Additional Information

If yes, please submit a copy of the trust agreement
If yes, please submit a copy of any gift tax returns filed (Form 709)
If yes, please attach a copy.
Who was divorced and what was the date of the divorce?
If yes, provide the location of box, keys, and name(s) of any other persons with access.
If yes, please provide your prior residence and date you became a Florida resident.
If yes, provide the name, date of death, or date of adoption
If yes, please provide details and/or questions.