Estate Planning Worksheet

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Step 1 of 17 - General Information

Welcome

Welcome to the Sandin Law Digital Estate Planning Worksheet. Completing this worksheet will assist us in designing an estate plan that meets your goals. If you have any questions when completing this worksheet, please do not hesitate to contact our office. We are happy to answer any questions you may have.

It is very important that you provide all requested information that is applicable to you with as much detail as possible. We use this information to provide recommendations to you in your estate planning. All information provided to us is confidential.

Please complete this worksheet at least three (3) business days prior to your appointment. This will allow us adequate time to review your information so that we can have a productive conversation.

General Information

My Name*

First Middle Initial Last

Also Known As

First Middle Initial Last

My Date of Birth*

Home Address*

Address Line 1 Address Line 2 City State / Province / Region ZIP / Postal Code Country of Citizenship

Home Phone

Mobile Phone*

Email*

My Employment Status

Employed

Unemployed

Retired

My Occupation

My Employer/Business Name

My Work Phone

My Work Address

Address Line 1 Address Line 2 City State / Province / Region ZIP / Postal Code Country of Citizenship

Preferred Methods of Communication (mark all that apply)

Parent's Name	Relationship	Actions

There are no Entries.

Child's Name	Gender	Date of Birth	Actions

There are no Entries.

Sibling's Name	Relationship	Actions

There are no Entries.

Advisor's Name	Type of Advisor	Actions

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Name of Institution	Account Type	Estimated Balance	Actions

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Digital Asset Type	Balance or Value	Actions

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Obligor	Value	Actions

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Address or Description	County & State	Value	Actions

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Security Type	Name of Security	Value	Actions

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Name of Business	Ownership Percentage	Estimated Value	Actions

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Annuity Company	Current Value	Actions

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Type of Retirement Asset	Name of Custodian or Plan Sponsor	Estimated Value	Actions

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Item	Estimated Value	Actions

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Mortgages (Describe/Identify Property)	Value	Actions

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Loans/Notes (Identify Creditor)	Value	Actions

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Other Liabilities (Describe)	Value	Actions

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Address

Phone

Fax

Social

Sandin Law is a WealthCounsel Member Organization.

If you are not a client of Sandin Law, any information that you send in a form or email may not be confidential or otherwise privileged. A client relationship is not formed until we have evaluated your matter and entered into a formal agreement.

Estate Planning Worksheet

Welcome

General Information

Family Information

Goals and Concerns

Goals

Concerns

Additional Information

Current Estate Planning Documents

Do you currently have any of the following estate planning documents:

Miscellaneous

Health Care Directive Information

Power of Attorney Information

Personal Representative Under Last Will & Testament

Guardians

Financial Information | Schedule A - Cash and Notes Receivable

Financial Information | Schedule B - Real Estate

For valuation purposes, use your best estimate of current total values, without regard to any mortgages that may be outstanding. Mortgage information should be described on Schedule I.

Financial Information | Schedule C - Securities Held by You

Financial Information | Schedule D - Closely Held Business Interest

Include all limited liability companies, corporations, and partnerships

Financial Information | Schedule E - Life Insurance

Financial Information | Schedule F - Annuities

Financial Information | Schedule G - Qualified Retirement Plans & IRAs

Financial Information | Schedule H - Tangible Personal Property

Financial Information | Schedule I - Liabilities

Financial Summary

Assets

Liabilities

Assets Minus Liabilities

If you are not a client of Sandin Law, any information that you send in a form or email may not be confidential or otherwise privileged. A client relationship is not formed until we have evaluated your matter and entered into a formal agreement.