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Estate Planning Preliminary Questionnaire and Preliminary Financial Summary

INSTRUCTIONS

The purpose of our Preliminary Questionnaire and Preliminary Financial Summary is to:

1. Get an Idea of Your Family Structure. This allows us to choose between several family profiles in selecting a will that best fits your needs.
    
2. Screen for Special Circumstances. There are a number of special family or financial circumstances that may impact your will. This initial screening gives us enough information to better estimate the costs of preparing your will(s).
    
3. Determine Whether or Not Your Estate Is Likely to Be Taxed upon Your Death. This is based upon your Net Worth. Your Net Worth includes your assets and liabilities. It also includes the amount of any life insurance payable upon your death. If you are a business owner, it includes the "Fair Market Value" of any business you may own, which can be considerably higher than what is now shown on your balance sheet. Estate taxes currently exempt up to $2,000,000 in assets from taxation. If your estate exceeds that amount, the taxes can add up quickly to an enormous amount. For married couples, we can draft an estate plan that shelters $4,000,000 or more in assets. In order to provide you with the best advice, it is vitally important that we are well informed as to your financial status.

Any information we gather in this form or in the future will be held in the strictest confidence.

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