Estate Plan Review Form

Status*
- Married
- Single
First Name*
Last Name*
Citizenship*
U.S. Citizen*
- Yes
- No
Spouse/Partner’s First Name
Spouse/Partner’s Last Name
Spouse’s Email Address
Citizenship
U.S. Citizen*
- Yes
- No
Mailing address line 1
Mailing address line 2
Physical address city*
Physical address state/province*
State
Physical address zip/postal code*
Phone 1 number*
Office Phone:
Phone 2 number
Email Address*
What is the net value of all of your assets?*
Do you wish to change your Trustees, Executors or Financial Agents?
- Yes
- No
Do you wish to change your Health Care Agents?
- Yes
- No
Do you wish to change your Beneficiaries or their share? (who inherits from you/how much)?
- Yes
- No
Are all your real property, bank accounts , brokerage accounts, etc. in your Trust?
- Yes
- No
Has anything major changed since the creation of your trust? (Citizenship change, death, marriage, beneficiary developed substance abuse or financial problems, other?)
- Yes
- No
Message

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