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Estate Planning Information Form

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
Marriage Information
Prior Marriages?
YesNo
YesNo
YesNo
Children
Child 1:
YesNo
YesNo
Child 2:
YesNo
YesNo
Child 3:
YesNo
YesNo
Child 4:
YesNo
YesNo
Child 5:
YesNo
YesNo
Child 6:
YesNo
YesNo
Employment Information
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:
Asset 2:
Asset 3:
Asset 4:
Asset 5:
Asset 6:
Bank Accounts
Please list by Bank and Account Number, type (i.e. checking, savings, CD, money market) and value.
Account 1:
Account 2:
Account 3:
Account 4:
Account 5:
Account 6:
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
Account 2
Account 3
Account 4
Account 5
Account 6
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:
Account 2:
Account 3:
Account 4:
Account 5:
Account 6:
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:
Account 2:
Account 3:
Account 4:
Account 5:
Account 6:
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:
Account 2:
Account 3:
Other Assets
Please list other assets of significant value by type (i.e. boats, collectibles, automobiles, etc.) and value.
Account 1:
Account 2:
Account 3:
Account 4:
Account 5:
Account 6:
Liabilities
Please list all debts and liabilities by type (i.e. mortgage, credit line, personal loan, other loan, etc.) and amount.
Account 1:
Account 2:
Account 3:
Account 4:
Account 5:
Account 6:
Previous Estate Planning
YesNo
YesNo
*During regular business hours with a valid phone number and email address.