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Estate Planning Worksheet Married (Step 1)

    1) PERSONAL INFORMATION

    Name

    Email

    Telephone: (H)

    (O)

    Address

    Husband's Name

    SS #

    Date of Birth

    County of Residence

    Are you a U. S. Citizen

    Estimated Earned Income

    Estimated Investment Income

    Wife's Name

    SS #

    Date of Birth

    County of Residence

    Are you a U. S. Citizen

    Estimated Earned Income

    Estimated Investment Income

    Previous Marriages

    Children:

    Name of Child One

    Parents

    Date of Birth

    Telephone

    Child's Spouse

    Address

    Child's Children (name/age)

    Name of Child Two

    Parents

    Date of Birth

    Telephone

    Child's Spouse

    Address

    Child's Children (name/age)

    Name of Child Three

    Parents

    Date of Birth

    Telephone

    Child's Spouse

    Address

    Child's Children (name/age)

    Name of Child Four

    Parents

    Date of Birth

    Telephone

    Child's Spouse

    Address

    Child's Children (name/age)

    Husband's Parents

    Father

    Age

    Address

    Is father financially dependent upon you?

    Mother

    Age

    Address

    Is mother financially dependent upon you?

    Wife's Parents

    Father

    Age

    Address

    Is father financially dependent upon you?

    Mother

    Age

    Address

    Is father financially dependent upon you?

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