ESTATE PLANNING INFORMATION

Print this form and fax it to:  630-990-0535

YOU:

Full Name
Date of Birth:
Social Security Number:
Citizenship:
Home Address:
Home Telephone Number:
Occupation (former if retired):
Office Telephone Number:
Prior Marriages: Yes     NO

 

YOUR SPOUSE:

Full Name:
Date of Birth:
Social Security Number:
Citizenship:
Date of Marriage:
Occupation (former if retired):
Office Telephone Number:
Prior Marriages: Yes     NO

 

YOUR CHILDREN: 

Names of Children of Present Marriage, whether natural or adopted:  

List any Children of Prior Marriages (indicate Husband's or Wife's):

A. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

B. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

C. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

D. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

E. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

F. Full Name:
Date of Birth:
Name of Child's Spouse      (if any):
Address:
Grandchildren:

 

 

DISTRIBUTIONS:

Names and addresses of other or alternate persons to receive property:  

A. Name:
Address:

 

B. Name:
Address:

 

C. Name:
Address:

 

D. Name:
Address:

 

E. Name:
Address:

 

Please list any specific items or amounts that you wish to give to any individuals or organizations:  

A. Name:
Gift:

 

B.  Name:
Gift:

 

C. Name:
Gift:

 

D. Name:
Gift:

 

 

All other tangible personal property (automobiles, Clothing, furniture, pictures, etc.) to be distributed to

(check one):

Spouse, if spouse predeceases, to children equally
Children, equally
Other (specify)

 

 

WHO WILL SERVE AS YOUR PERSONAL REPRESENTATIVE?:

EXECUTORS:

 

Each spouse for the other? Yes     NO
Someone else?
Name:
Address:
Alternate:
Address:

 

 

TRUSTEES:

 

Each spouse for the other? Yes     NO
Someone else?
Name:
Address:
Alternate:
Address:

  

 

GUARDIANS: (Of minor children, if applicable):

 

Name:
Address:
Alternate:
Address:

 

 

Any other messages: