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Estate Planning Information Sheet

by Herbert E. "Chip" Browder on Mar. 12, 2013

Estate Estate  Estate Planning 

Summary: This confidential checklist requests information that is important for the proper planning of your estate.

                                                                   Herbert E. “Chip” Browder, LLC

Attorney At Law

2216 Fourteenth (14th) Street (35401-2928)

P. O. Box 2444

Tuscaloosa, Alabama  35403-2444
Writer’s Secretary, Jennifer Jones, at (205) 349-1910

Writer’s E-Mail Address: chip@cbrowderlaw.com

Fax Number (205) 349-1552

 ESTATE and ASSET PROTECTION PLANNING INFORMATION SHEET

     This confidential checklist requests information that is important for the proper planning of your estate.  Please complete as much of the information requested as possible, which should expedite the planning process.  However, it is not necessary that the Checklist be entirely completed before our next meeting and we can, of course, go over any questions you have when we meet together.  The information you provide will be a starting point for our discussions.  It is important that the information you provide be as accurate and complete as possible, since we will rely on it when providing advice to you and for the development of your estate and asset/lawsuit protection plans.

    If you are not sure about certain information or if you are not sure how to respond to a particular request for information, please indicate that on the Information Sheet and we can discuss it at our meeting.  If you need more space to fully respond, please write on the back of the page or attach additional pages to supplement the information requested by this checklist.  Please also know that any and all information obtained from you will be maintained in strict and absolute confidence. 
    If any information requested is not applicable to your particular situation, please indicate that by writing "N/A" in the appropriate place or simply strike through that portion of the checklist.   Specific property descriptions and account numbers, while helpful, are not necessary if they are not readily available and exact numbers or amounts are not required; reasonably accurate estimates of financial information may be sufficient for purposes of our follow-up discussions.  However, information concerning current ownership of property and financial assets, as well as current beneficiary designations, is important and needs to be accurate.
    Based upon your particular circumstances, there should be various planning opportunities for you and your family to protect your hard-earned savings from the “reach” of litigious parties and their attorneys.  Your adoption of a comprehensive Asset Protection Plan may be simply described as the process of organizing your and your family's assets and financial affairs in advance, so as to guard them from loss by reason of some future fiscal calamity.  Once again, the phrase "in advance" warrants strong emphasis.
    Asset protection planning is not based on hiding assets or an attempt to defraud existing creditors or those with pending or threatened claims against you.  Simply stated, we are attempting to protect you and your family against possible future contingencies or "what ifs”.  Therefore, we must be cautious and avoid the negative implications that may follow from planning to protect assets other than in advance, that is, when there are known creditors or pending claims of potential future creditors.  If you are currently involved in a lawsuit or believe a recent event or occurrence might result in a legal claim being made against you or a member of your family, then you should bring that particular matter to our immediate attention before we proceed any further.
Information about Your Family:

Your Full Name:______________________________________ U.S. Citizen (Yes/No)_________                                                                                                                                                                 Other Names or nicknames by which you are known:______________________________________

                               
Home Address:____________________________________________________________________

 

Work Address:____________________________________________________________________

                                                                                        

Home Phone Number:_____________________     Work Phone Number:_____________________                                             

Social Security Number:_________________________________

                                  

Date of Birth:______________________

                                    

Other states in which you have lived, if any:____________________________________________

Spouse's Full Name:_____________________________________
U.S. Citizen (Yes/No)________                                        

Other Names or nicknames by which Spouse is known:____________________________________

                                  

Spouse’s Work Address:_____________________________________________________________

                                                                                         

Spouse’s Work Phone Number:___________    Spouse’s SS No:___________________________

 

Spouse’s Date of Birth:______________________

                                    

Other states in which Spouse has lived, if any:___________________________________________

 

Anniversary Date of Current Marriage: _________      Place of Current Marriage (state): _________

 

Pre- or Post-nuptial Agreement Signed (Yes or No):  ______  (if yes, please provide a copy).            

 

Name of Your Former Spouse, if any:_______________  Date of Divorce or Death of former spouse: ______

 

Provisions of Divorce Decree: __________________________________________  (attach copy if available).

                                                

Name of Current Spouse's Former Spouse, if any: ________________ Date of Divorce/Death:____________

 

Provisions of Divorce Decree: __________________________________________  (attach copy if available).

 

Do you or your spouse, or any children of grandchildren, if applicable, have any special health problems, which may be relevant to your estate planning? (Yes/No) _______.  If yes, please explain:

 ______________________________________________________________________________________.

Children:       Full Name                              Address                      Date of Birth             SS#

 

1. ___________________________________________________________________________________

    ____________________________________________________________________________________ Comments or Special Circumstances: _____________________________________________________

2. ___________________________________________________________________________________

    ___________________________________________________________________________________ Comments or Special Circumstances: ______________________________________________________

3. ____________________________________________________________________________________

    ____________________________________________________________________________________ Comments or Special Circumstances: ______________________________________________________

4. ____________________________________________________________________________________

    ____________________________________________________________________________________ Comments or Special Circumstances: _______________________________________________________

Note:   Please indicate if any of your children are of a former marriage, and if so, please also list the name of the other parent of that child; and, please also indicate if any of your children are adopted.  Also, please indicate any special comments or concerns that you have about any of your children; for example, does a child have special needs; are there any special circumstances or problems applicable to a particular child; is there anything in particular about a child that you wish to take into account in your estate planning?

 

            On the next page, please indicate also if any special circumstances are applicable to a grandchild as well.

Grandchildren:

 

Parent’s Name                         Grandchild's Full Name        Address              Date of Birth       SS#

 

1. ____________________________________________________________________________________

 

    ______________________________________________________________________________________

 

Comments or Special Circumstances: ______________________________________________________

2. ____________________________________________________________________________________

    ______________________________________________________________________________________

Comments or Special Circumstances: ______________________________________________________

3. ____________________________________________________________________________________

    ____________________________________________________________________________________ Comments or Special Circumstances: _______________________________________________________

4. ____________________________________________________________________________________

 Special Circumstances: _______________________________________________________

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