c. 2011 San Diego Real Estate Law |
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Do you need to Review your Will/Trust and Estate
Plan with an attorney?
You may need to review your will and trust if you have experienced
either a change in your Family Status or a significant change in
your Financial Status.
Changes affecting Family
1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children and
Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee
Changes of Financial Status
1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships, corporations
5. Acquisition or disposal of property
6. Retirement
What are the goals for my Estate Plan?
I want to schedule a review of my Will/Trust/Estate Plan.
Plan with an attorney?
You may need to review your will and trust if you have experienced
either a change in your Family Status or a significant change in
your Financial Status.
Changes affecting Family
1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children and
Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee
Changes of Financial Status
1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships, corporations
5. Acquisition or disposal of property
6. Retirement
What are the goals for my Estate Plan?
I want to schedule a review of my Will/Trust/Estate Plan.
| Free Consultation Call us Now M-F 9 a.m. - 5 p.m. 619.322.5695 Email Us Mailing Address 7040 Avenida Encinas Suite 104-285 Carlsbad, CA 92011 Recommended Reading: |
Estate and Trust
Planning
Planning
c. 2012 San Diego Real Estate Law |
| | | | | | |
What things do I need to prepare before discussing my
estate plan?
Most people fail to realize the full amount of information
that goes into creating an estate plan or to consider the
enormous complications that occur to those who are left to
administer an unplanned estate.
The following condensed Estate Planning Questionnaire
will help to get you started. This information is absolutely
vital to your estate plan.
1. Family Information - spouse, kids, grandkids,
grandparents
2. Beneficiaries - family, friends, charities
3. List and Present Value of Assets - Stocks, Bonds, Real
Estate, Notes, Deeds of Trust, Investment Accounts, Cash,
Valuables, Vehicles, Boats, Airplanes, RVs, Safe Deposit
Boxes, IRAs, Annuities, Deferred Comp Plans, Social
Security, pension plans, profit sharing plans, stock options,
Life Insurance, Medical Insurance, Inheritances, Beneficial
Interest in Trusts
4. Medical Information - health status, desire for
resuscitation, powers of attorney, agents for medical
decision making
5. Professional Advisors - financial, accountants, attorneys,
insurance agents, other business advisors
6. Business Interests - Agreements, Balance Sheet, Buy-Sell
Agreements, Ownership Interests
7. Personal Representatives - Executors, Guardians,
Conservators, Trustees
8. Desired Distribution of Assets - primary and contingent
beneficiaries
9. Possible Contestants
What are the goals for my Estate Plan?
I want to schedule a review of my Will/Trust/Estate Plan.
estate plan?
Most people fail to realize the full amount of information
that goes into creating an estate plan or to consider the
enormous complications that occur to those who are left to
administer an unplanned estate.
The following condensed Estate Planning Questionnaire
will help to get you started. This information is absolutely
vital to your estate plan.
1. Family Information - spouse, kids, grandkids,
grandparents
2. Beneficiaries - family, friends, charities
3. List and Present Value of Assets - Stocks, Bonds, Real
Estate, Notes, Deeds of Trust, Investment Accounts, Cash,
Valuables, Vehicles, Boats, Airplanes, RVs, Safe Deposit
Boxes, IRAs, Annuities, Deferred Comp Plans, Social
Security, pension plans, profit sharing plans, stock options,
Life Insurance, Medical Insurance, Inheritances, Beneficial
Interest in Trusts
4. Medical Information - health status, desire for
resuscitation, powers of attorney, agents for medical
decision making
5. Professional Advisors - financial, accountants, attorneys,
insurance agents, other business advisors
6. Business Interests - Agreements, Balance Sheet, Buy-Sell
Agreements, Ownership Interests
7. Personal Representatives - Executors, Guardians,
Conservators, Trustees
8. Desired Distribution of Assets - primary and contingent
beneficiaries
9. Possible Contestants
What are the goals for my Estate Plan?
I want to schedule a review of my Will/Trust/Estate Plan.
| Free Consultation Call us Now M-F 9 a.m. - 5 p.m. 619.322.5695 Email Us Mailing Address 7040 Avenida Encinas Suite 104-285 Carlsbad, CA 92011 Recommended Reading: |
Estate and Trust
Planning
Questionnaire
Planning
Questionnaire