Naomi Hawkins
Wills Portfolio
October 23, 2010
Estate Planning Interview Checklist
Date:
A. Client’s and client’s family’s statistical information
1. Client:
Name:
Address:
Phone numbers:
Social Security number:
Employer/ income:
2. Spouse:
Name:
Address:
Phone Numbers:
Social Security number:
Date of birth:
Employer/ income:
Date of Marriage:
3. Children (obtain statistical information for all children)
Name:
Address:
Date of Birth:
Children who are married:
Grandchildren:
Children who are not children of the current spouse:
a. Who is the other parent?
b. Are there any children who have died?
c. Did they have any children?
d. Do you have any stepchildren?
4. Other Relatives
a. Parents (if appropriate):
Name:
Address:
Relationship:
b. Siblings:
Name:
Address:
Relationship;
c. Others (if appropriate):
Name:
Address:
Relatioinship:
5. Prior marriage:
Name:
Date marriage ended:
How marriage ended:
6. Miscellaneous personal background:
a. Relatives:
1) Minors?
2) Disabled? How?
3) Disinherited? Why?
B. Financial Information
1. Assets
a. Home
Value:
Mortgage/ Liens:
Title:
b. Other real estate:
Address:
Value:
Mortgage/ Liens:
Title:
c. Bank Accounts:
Type:
Where:
Value:
Title:
d. Securities:
Type:
Where:
Value:
Title:
e. Automobiles:
Make:
Model:
Value:
Title:
f. Receipt of or anticipated substantial gift or inheritance?
From whom?
Value:
g. Collectibles, artwork, antiques
Type:
Where located:
Value:
Title:
h. Other personal property:
Type:
Where located:
Value:
Title:
i. Life insurance:
Name of company:
Type of policy:
Title:
Beneficiary:
Value:
2. Debts:
Creditors:
Secured by party?
Amount:
C. Client’s plan
1. Will?
2. Codicil?
3. Trust?
4. Power of attorney?
5. Power of attorney health care?
6. Living will?
7. To make gifts while living?
Wills Portfolio
October 23, 2010
Estate Planning Interview Checklist
Date:
A. Client’s and client’s family’s statistical information
1. Client:
Name:
Address:
Phone numbers:
Social Security number:
Employer/ income:
2. Spouse:
Name:
Address:
Phone Numbers:
Social Security number:
Date of birth:
Employer/ income:
Date of Marriage:
3. Children (obtain statistical information for all children)
Name:
Address:
Date of Birth:
Children who are married:
Grandchildren:
Children who are not children of the current spouse:
a. Who is the other parent?
b. Are there any children who have died?
c. Did they have any children?
d. Do you have any stepchildren?
4. Other Relatives
a. Parents (if appropriate):
Name:
Address:
Relationship:
b. Siblings:
Name:
Address:
Relationship;
c. Others (if appropriate):
Name:
Address:
Relatioinship:
5. Prior marriage:
Name:
Date marriage ended:
How marriage ended:
6. Miscellaneous personal background:
a. Relatives:
1) Minors?
2) Disabled? How?
3) Disinherited? Why?
B. Financial Information
1. Assets
a. Home
Value:
Mortgage/ Liens:
Title:
b. Other real estate:
Address:
Value:
Mortgage/ Liens:
Title:
c. Bank Accounts:
Type:
Where:
Value:
Title:
d. Securities:
Type:
Where:
Value:
Title:
e. Automobiles:
Make:
Model:
Value:
Title:
f. Receipt of or anticipated substantial gift or inheritance?
From whom?
Value:
g. Collectibles, artwork, antiques
Type:
Where located:
Value:
Title:
h. Other personal property:
Type:
Where located:
Value:
Title:
i. Life insurance:
Name of company:
Type of policy:
Title:
Beneficiary:
Value:
2. Debts:
Creditors:
Secured by party?
Amount:
C. Client’s plan
1. Will?
2. Codicil?
3. Trust?
4. Power of attorney?
5. Power of attorney health care?
6. Living will?
7. To make gifts while living?