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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 & Douds Attorneys.

    Contact Information
    Marriage Information
    Prior Marriages?
    Husband -
    Wife -
    Are you and your spouse U.S. Citizens?
    Children
    Child:
    From Prior Marriage?
    Deceased?
    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:
    Bank Accounts

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

    Account:
    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:
    Retirement Assets

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

    Account:
    Insurance Assets

    Please 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:
    Business Assets

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

    Account:
    Other Assets

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

    Account:
    Liabilities

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

    Account:
    Previous Estate Planning
    Do you currently have a will or trust?
    Has your will or trust ever been amended?
    *During regular business hours with a valid phone number and email address.

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    Thank you!
    Your submission has been received