Please bring the following documents to your first appointment:

  1. A copy of your existing will or trust;
  2. A copy of the Grant Deed (including the legal description) to any real estate you own;
  3. A copy of this form, available as a MS Word document or on-line form below, if you haven’t already sent it to us;
  4. Your check book, if you would like us to get started immediately. There is no charge for the initial appointment if you decide not to hire us. If you choose to hire us, we will give you an estimate of our fees and sign a written fee agreement. We require a deposit of one-half of the estimated fees before we begin working;
  5. Prior to your appointment, please read the “Estate Planning Frequently Asked Questions” section on our website to familiarize yourself with some of the issues we will discuss in our first meeting.
Communication through our website does not establish an attorney-client relationship between you and Barr & Young Attorneys.

Contact Information

Your Name*:
Your Birthdate:
Your Spouse's Name:
Your Spouse's Birthdate:
Mailing Address1*:
City:
State:
Zip Code:
Home Phone*:
Work Phone:
Mobile Phone:
Email*:


Marriage Information

Marriage Date:
Place of Marriage:
Prior Marriages?
Husband — yes no 
Wife — yes no 
Are you and your spouse U.S. Citizens? yes no 


Children

Child 1:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 

Child 2:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 

Child 3:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 

Child 4:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 

Child 5:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 

Child 6:
Name:
Birthdate:
Residence City/State:
Marital Status:
From Prior Marriage? yes no 
Deceased? yes no 


Employment Information

Occupation (his):
Occupation (hers):


Real Estate Assets

Please list each piece of real property by address, description (i.e. primary residence, secondary residence, land, vacation home, rental property, commercial property) and asset value.

Asset 1:
Address:
Description:
Value:

Asset 2:
Address:
Description:
Value:

Asset 3:
Address:
Description:
Value:

Asset 4:
Address:
Description:
Value:

Asset 5:
Address:
Description:
Value:

Asset 6:
Address:
Description:
Value:


Bank Accounts

Please list by Bank and Account Number, type (i.e. checking, savings, CD, money market) and value.

Account 1:
Bank:
Account Number:
Type:
Value:

Account 2:
Bank:
Account Number:
Type:
Value:

Account 3:
Bank:
Account Number:
Type:
Value:

Account 4:
Bank:
Account Number:
Type:
Value:

Account 5:
Bank:
Account Number:
Type:
Value:

Account 6:
Bank:
Account Number:
Type:
Value:


Taxable Investment Accounts

Please list by Bank/Broker and Account Number, type (i.e. bonds, common stock, mutual fund, Ltd. Partnership, preferred stock, etc.) and value.

Account 1:
Bank/Broker:
Account Number:
Type:
Value:

Account 2:
Bank/Broker:
Account Number:
Description:
Value:

Account 3:
Bank/Broker:
Account Number:
Type:
Value:

Account 4:
Bank/Broker:
Account Number:
Type:
Value:

Account 5:
Bank/Broker:
Account Number:
Type:
Value:

Account 6:
Bank/Broker:
Account Number:
Type:
Value:


Retirement Assets

Please list by Bank/Broker and Account Number, type (i.e. 401k, 403b, IRA, Qualified Plan, SEP/IRA, etc.) and value.

Account 1:
Bank/Broker:
Account Number:
Type:
Value:

Account 2:
Bank/Broker:
Account Number:
Type:
Value:

Account 3:
Bank/Broker:
Account Number:
Type:
Value:

Account 4:
Bank/Broker:
Account Number:
Type:
Value:

Account 5:
Bank/Broker:
Account Number:
Type:
Value:

Account 6:
Bank/Broker:
Account Number:
Type:
Value:


Insurance Assets

Please list by Insurance Company and Policy Number, type (i.e. term policy, whole life policy, universal life policy, variable life policy) and value.

Account 1:
Insurance Company:
Policy Number:
Type:
Value:

Account 2:
Insurance Company:
Policy Number:
Type:
Value:

Account 3:
Insurance Company:
Policy Number:
Type:
Value:

Account 4:
Insurance Company:
Policy Number:
Type:
Value:

Account 5:
Insurance Company:
Policy Number:
Type:
Value:

Account 6:
Insurance Company:
Policy Number:
Type:
Value:


Business Assets

Please list by Name, type (i.e. general partnership, limited partnership, C corporation, S corporation, sole proprietorship, LLC, etc.) and value.

Account 1:
Name of Company:
Type:
Value:

Account 2:
Name of Company:
Type:
Value:

Account 3:
Name of Company:
Type:
Value:


Other Assets

Please list other assets of significant value by type (i.e. boats, collectibles, automobiles, etc.) and value.

Account 1:
Type:
Value:

Account 2:
Type:
Value:

Account 3:
Type:
Value:

Account 4:
Type:
Value:

Account 5:
Type:
Value:

Account 6:
Type:
Value:


Liabilities

Please list all debts and liabilities by type (i.e. mortgage, credit line, personal loan, other loan, etc.) and amount.

Account 1:
Type:
Value:

Account 2:
Type:
Value:

Account 3:
Type:
Value:

Account 4:
Type:
Value:

Account 5:
Type:
Value:

Account 6:
Type:
Value:


Previous Estate Planning

Do you currently have a will or trust? yes no 
Has your will or trust ever been amended? yes no 
Who referred you to our office?

Is there anything else you would like us to know before we meet to discuss your estate planning?

Please leave this field empty.