Don't Email, So that I may provide you with appropriate legal advice, please fill out the following questionnaire as completely as possible. If any question does not apply to you, simply answer by filling in “N/A.”
If possible, please provide each person’s full name as provided on his/her driver’s license.
PERSONAL INFORMATION: Please provide the following information, as applicable:
ADVISORS: Please provide the following regarding any advisors you may have:
During your marriage, Have you lived in any states other than Florida? If so, Please list the states and dates:
If a previous marriage ended by dissolution, please furnish a copy of the dissolution papers.
Please add the names of any additional children of this marriage or any former marriage on a separate page.
Please provide a brief explanation for any “Yes” answers:
Select your fiduciaries (i.e., personal representative, guardian, trustee, etc.) which are listed below.
Please insert your tentative choices below. If possible please provide each person’s full name as provided on
his/her driver’s license.
The personal representative administers your estate pursuant to
the terms of your will, which includes resolving any debts and handling the distribution of your
propertyto the beneficiaries
The trustee manages the property /funds which are held in trust for the benefit of the surviving
spouse, minor children or other beneficiaries.
The guardian cares for your minor children (under age 18) if both parents are
unable to care for them.
The Guardian/Conservator is a court appointed person who handles your affairs
and makes decisions on your behalf in the event you are unable to do so for yourself.
The Attorney-in-fact is a person you designated under a power of Attorney to handle
your business affairs in the event you cannot do so for yourself.
The Health Care Representative makes health care decisions for you in the
event you cannot make such decisions for yourself.
Please fill in as completely as possible the information requested below regarding your property. This information will assist me in creating an estate planning strategy, including any tax planning, which will be appropriate for your needs.
Joint ownership of an asset, means that such property shall pass to the surviving joint owner automatically at death by right of survivorship. If any property is jointly held but does not pass without right of survivorship at death, please specify to whom the property shall pass.
*For type of business interest, please use “C” for corporation, “P” for partnership. “LLC” for limited liability company and “SP” for sole proprietorship.
If any business interest is controlled by agreement between parties, please furnish copies of those agreements.
OTHER PROPERTY: Do either you or your spouse own real or personal property jointly with anyone else other than each other (i.e., vacation homes)?
Please provide the following information:
Please list any additional life insurance plans