International Assets Estate Planning Questionnaire

Personal Details

Full Name Date of Birth Citizenship(s) Country of Residence

Family Information

Spouse/Partner Name Children (Names & Birthdates)

International Assets Overview

Real Estate Holdings (Address, Country, Value) Foreign Bank Accounts (Bank, Country, Type) Investments (Stocks, Bonds, Funds, etc.) Business Interests

Existing Estate Planning Documents

Wills (Country and Date) Trusts (Country, Type, Date) Powers of Attorney

Beneficiaries & Special Requests

Primary Beneficiaries Contingent Beneficiaries Special Requests / Notes