Transcription
PLEASE COMPLETE THE FOLLOWING WORKSHEETWhen the worksheet is complete, press the “File” button located in the upper left of the MenuBar; then press the “Save As” button. You will be prompted for a File Name: Name thefile with your name then add Worksheet to the name you just typed. Click the “Save”button in the lower right of the screen, under the name of the file you just typed.Go to your email program and send an email to info@millhornvlo.com. Attach the file youjust saved in the step above.This worksheet will give the attorney some basic information to be reviewed with you at yourcomplementary consultation. The Attorney will answer any questions you may have aboutthe Estate Planning Process.Please visit WWW.MILLHORNVLO.COM for answers to many of your Estate PlanningQuestionsEstate Planning Information Sheet(Please Print)1.) SINGLE CLIENTFirst NameMILast Name2.) SPOUSE, IF MARRIEDFirst NameMIStreet NumberMailing Street NameCity( )Area CodeLast NameStatePhone NumberEMAILZip CodeCounty (within State)
CHILDREN and BENEFICIARIES OF:(LAST NAME OF CLIENT)1)CHILD/BENEFICIARY’S NAME:PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)2)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( ATIONSHIPCHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)10)CHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:9)CHILD/BENEFICIARY’S NAME:8)CHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:7)CHILD/BENEFICIARY’S NAME:6)CHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:5)CHILD/BENEFICIARY’S NAME:4)CHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:3)CHILD/RELATIONSHIPCHILD/BENEFICIARY’S NAME:PLEASE CHECK: ( MALE)( FEMALE) -- CHILD OF: ( BOTH)( HUSBAND)( WIFE)CHILD/RELATIONSHIP
ADMINISTRATORS OF:(LAST NAME OF CLIENT)LAST WILL & TESTAMENT:(If married each will be the other’s Personal Representative so please skip to Successor PR)Personal Representative:(Single Client only)Co-Personal Representative:Successor Personal Representative:Successor Co-Personal Representative:Alternate Personal Representative:Alternate Co-Personal Representative:LIVING TRUST(S):(You will be the initial Trustee(s) of your Trust)Successor Trustee:Successor Co-Trustee:Alternate Trustee:Alternate Co-Trustee:Second Alternate Trustee:Second Alternate Co-Trustee:DURABLE POWER OF ATTORNEY(If married each will be the other’s Agent so please skip to Successor)Husband to:Successor:Alternate:Wife to:SuccessorAlternate:
DISTRIBUTION TO BENEFICIARIES OF:1)(LAST NAME OF CLIENT)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION2)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION3)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION4)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION5)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION6)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION7)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION8)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION9)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION10)CHILD/BENEFICIARY’S NAME:PERCENTAGE DISTRIBUTION
QUESTIONS FOR ATTORNEY/COMMENTS
Sep 01, 2017 · This worksheet will give the attorney some basic information to be reviewed with you at your complementary consultation. The Attorney will answer any questions you may have about the Estate Planning Process. . Michael
