Please complete the questionnaire. If there is a request for information that does not pertain to you, please write "N/ A". The information that you provide will help us to more accurately assess your estate and long term planning needs and will be confidential. We will discuss the information provided during our initial consultation and recommendations will be made on that basis.
PERSONAL INFORMATION
YOU
YOUR SPOUSE
YOUR CHILDREN:
#1
#2
#3
#4
#5
#6
MARITAL INFORMATION
INCOME
List all monthly income for you and your spouse:
#7
#8
EXPENSES
List all monthly expenses for you and your spouse:
ASSETS
List all assets owned by you and/or your spouse:
REAL ESTATE
CASH, BANK ACCOUNTS, CERTIFICATES OF DEPOSIT (CD'S):
STOCKS & BONDS (INVESTMENT ACCOUNTS):
#9
#10
LIFE INSURANCE POLICIES
RETIREMENT BENEFITS (401k's, IRA's, Pensions, Profit-sharing Plans, Deferred Comp.)
ANNUITIES, SECOND TRUST DEEDS, PROMISSORY NOTES
PERSONAL PROPERTY
Automobiles
Safe Deposit Boxes
BUSINESS OWNERSHIP/INTERESTS (CORPORATION, LLC, PARTNERSHIP, ETC.)
LIABILITIES
List monies owned by you and/or your spouse:
PROFESSIONAL INFORMATION
Thank you for taking the time to complete the questionnaire.
Law Offices of Cheryl L. Walsh
Tel: (949) 240-9003 Fax: (949) 240-9083
Cheryl@WalshSeniorLaw.com