Professional Documents
Culture Documents
Planning Informa1on
Name: Date:
This ques/onnaire has been designed to help you, not frustrate you. Please complete it as best you can and bring it with you to your rst mee/ng at my oce. Do not spend an inordinate amount of /me on it, and do not be concerned if you are unable to provide all the nancial informa/on requested on the form. All informa/on you provide on this ques/onnaire will be held in strict condence.
One Boars Head Place Suite 101 Charlottesville Virginia (434) 2939836 AprilFletcher@AprilFletcherLaw.com
State
Is your home located in the city or the county? How did you select my rm as your legal counsel?
Would you prefer to receive your rst document draJs by email or as paper copies in the mail? Mailing address (if dierent from home) Client 1 Full Legal Name Formal Name* Date of Birth Preferred Phone Occupa/on Employer
Client 2
Email Address
*Your name as you would like it to appear on your estate planning documents.
Formal Name
ASSETS Primary Residence Second Residence** Other Real Estate** Cash & Equivalents 1 Marketable Securi/es 2 Partnerships & LLC 3 Re/rement Accounts 4 Annui/es Vehicles Other Valuable Tangibles 5 Total Death Benet from all Life Insurance 6 Other Valuable Assets 7 TOTAL ASSETS Es/mated Inheritance LIABILITIES Mortgage, Residence Mortgage, 2nd Residence Other Debts TOTAL DEBTS NET WORTH
Jointly Titled
*Please indicate loca/on(s) of your second residence or other real estate on last page of ques/onnaire.
Checking, savings, money market accounts, cer/cates of deposit, etc. 2 Stocks, bonds, mutual funds, real estate investment trusts, and limited partnerships that are publicly traded. 3 Partnerships and LLC interests which are not publicly traded. 4 Re/rement benets provided through an employer such as a 401-k, IRAs, TIAA-CREF, etc. 5 Furnishings, jewelry, furs, and collec/ons, e.g., a coin or art collec/on. 6 Please insert the total insurance proceeds from the Death Benet line of Sec/on IV, next page. 7 Any other valuable assets not listed above.
Policy 1
Policy 2
Policy 3
Policy 4
H (Husband); W (Wife) H (Husband); W (Wife) 3 P (Permanent; T (Term); G (Group term) 4 H (Husband); W (Wife)
V. YOUR PROFESSIONAL ADVISORS Accountant & Firm Investment/Financial Advisor Life Insurance Agent
estate planning documents. Your ul/mate selec/ons will be among the most cri/cal decisions you will make in your estate planning. We believe a helpful star/ng point for our discussion will be your ini/al inclina/ons as to the persons who might ll these roles. Spouses do not necessarily have to choose the same persons. In those situa/ons where you wish to make dierent choices, sucient space has been leJ in the table below for this purpose. Please include a current address for the persons you select.
1st
Choice Executor(s)
1 Trustee(s)
2 Agent(s)
under
Financial
Power
of Alorney
3 Agent(s)
under Medical
Power
of Alorney
4 Guardian(s)
for
Minor Children
5
2nd Choice
Someone
to
selle
your
estate
upon
your
death.
This
can
be
your
spouse,
adult
children,
other
family
members,
trusted
friends
or
a
professional executor,
such
as
an
alorney
or
a
bank. 2
Someone
to
administer
any
trusts
you
may
establish
during
your
life
or
upon
your
death.
This
can
be
your
spouse,
adult
children,
other
family members
trusted
friends
or
a
professional
trustee,
such
as
a
an
alorney
or
bank. 3
Someone
to
handle
your
nancial
and
administra/ve
aairs
for
you
if
you
become
incapacitated. 4
Someone
to
make
health
and
medical
treatment
decisions
for
you
if
you
become
incapacitated. 5
Someone
to
raise
your
children
if
both
Husband
and
Wife
die
while
any
child
is
under
18.
1
Yes
No
1 If yes, please indicate on the following page how the marriage ended, whether any children were born of the marriage, and if the marriage ended by divorce, whether there are any current obliga/ons to pay child support, alimony or to maintain life insurance. 2 If yes, please describe on the following page the joint ownership, including the name of the joint owner(s) of the asset, and the percentage owned. 3 If yes, please specify on the following page what type of business (e.g., C Corpora/on, S Corpora/on, Limited Liability Company, etc.), and the percentage owned. 4 If yes, please itemize all such giJs on the following page. 5 If yes, please describe on the following page.
Billing
Prac1ces
Whenever
it
is
prac/cal
to
do
so,
we
prepare
estate
planning
documents
for
a
xed
fee,
as
opposed
to hourly
billing.
We
use
a
schedule
serng
forth
the
range
of
our
fees
for
estate
planning
services.
These
fees reect: (i) the
value
of
the
services
provided.
(ii) the
level
of
exper/se
required
and
(iii) the
an/cipated
/me
and
eort
involved
on
our
part.
We
are
usually
able
to
quote
a
xed
fee
at
the conclusion
of
our
rst
mee/ng.
As
part
of
the
estate
planning
process,
we
will
generally:
1. Review
and
discuss
your
present
estate
planning
documents,
personal
nancial
statement,
re/rement 2. 3. 4.
5.
death benets, and life insurance policies. Recommend and prepare a new or altered estate plan that typically includes a last will and testament, a revocable trust agreement, a durable nancial power of alorney, and an advance medical direc/ve. Supervise and par/cipate in the execu/on of new estate planning documents. Assist with beneciary designa/on changes appropriate to the new estate plan and recommend changes in asset ownership (as may be appropriate to the new estate plan and recommend changes in asset ownership (as may be appropriate). If the estate planning documents are not executed within six months aJer the delivery of the draJs, your le may be transferred to inac/ve status. In that situa/on, we reserve the /ght to bill the agreed- upon fee and we will not send out any further reminders about comple/ng the estate planning process. Of course, you may re-ac/vate the estate [planning project later on and we will be glad to see it through to comple/on.
Thank you for considering April R. Fletcher, PLC. We look forward to working with you and helping you achieve family harmony in your estate planning.