Personal Information
Full Name
Date of Birth
Address
Phone Number
Email Address
Marital & Family Status
Marital Status
Single
Married
Divorced
Widowed
Partnered
Name of Spouse/Partner
Children (Names & Dates of Birth)
Existing Estate Plan
Will
Trust
Power of Attorney
Health Care Directive
Assets
Real Estate
Bank Accounts
Investments
Other Significant Assets
Liabilities
Mortgages, Loans, Debts
Beneficiaries
Primary Beneficiaries
Alternate Beneficiaries
Executors, Trustees, and Guardians
Executor Name(s)
Trustee Name(s)
Guardian(s) for Minor Children
Other Instructions or Special Concerns