Client Form - Estate Planning, Family Law, San Jose CA

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Financial Information
Income Producing Assets: Bank accounts, Brokerage accounts, Stocks, Corporate or U.S. Bonds, other. Do not include Pensions, 401(k)s, IRAs or other retirement accounts
Incoming Producing Assets
Financial Institution Acct # Name on account
Have you or your spouse made any transfers or gifts in excess of $10,000 or more during the past three years?
- Yes
- No

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Real Estate and Business
Real Estate and Business:
Physical Address of Property Purchase Date Name on Property
Do you or your spouse have any interest in any business?
- Yes
- No
Describe

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Other Property with Designated Beneficiaries
Do you have IRAs, Vested Pension Plans, Annuities, or other assets that would pass on your death to a particular designated beneficiary?
Other Property with Designated Beneficiaries
Description Designated Beneficiary
Do you or your spouse expect an inheritance?
- Yes
- No
Are you or your spouse the beneficiary of any trust?
- Yes
- No

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Personal Property
Autos, Recreational Vehicles, Boats, Antiques, Heirlooms, Jewelry, Collections, etc.
Personal Property
Description of Property In Whose Name?

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Finishing Up
Choice of Successor Trustees:*
Enter up to 3 names
Choice of Healthcare Agent(s)*
Name Address Phone

Enter up to 3 names
Proposed Distribution of Assets:
Please bring copies of the following documents with you to your meeting with the attorney:
1. Will, Codicil, Trust Agreements
2. Living Will, Health Care Declaration, or Power of Attorney, Durable Powers of Attorney
3. A List of full names, addresses, and telephone numbers of people who have a part in your planning as executors, trustees, beneficiaries of your estate, helpers, and advisors
4. Retirement plans, including any forms designating beneficiaries

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Estate Planning, Probate & Family Law | San Jose, CA

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