Leger Law Group, LLC
10537 Kentshire Court
Baton Rouge, LA 70810
Siobhan S. Leger Telephone: (225) 615-0532
Fax: (225) 769-2300
CONFIDENTIALESTATEPLANNING
WORKSHEET
Thisinformationpacket shouldbereturnedtous prior to your meeting. Thiswillensurethat wehaveenoughtimetounderstandthe specificsof your situationbeforeour meeting.
DON’TWORRY ABOUT TOTALACCURACY –JUST DOTHEBEST YOU CAN!WE LOOK FORWARD TO SEEINGYOU.
ALL INFORMATION PROVIDEDIS STRICTLYCONFIDENTIAL
CLIENTINFORMATION
Date:
First ClientFullName(ifdifferentfromabove): (first,middle/maidenandlast)
DaytimePhone:
Fax
MailingAddress:
AlternatePhone:
CellPhone
E-mailAddress:
MilitaryService[ ]Yes [ ]NoDatesofService:
DateofBirth:
SSN:
Marital Status:0Married0Widowed0Divorced0Single
Marital History: ______
(If Applicable)
Second Client’sFullName
(first,middle/maidenand last)
DaytimePhone:
AlternatePhone:
CellPhone
E-mailAddress:
MilitaryService[ ]Yes [ ]NoDatesofService:
DateofBirth:
SSN:
MarriageDate______
Marital History______
Howdidyouhearaboutourfirm?
0 Internet – please provide website
0AttendedSeminar
0ReferredbySomeone–pleaseprovidename
0Other-pleasespecify
ADVISORS
PersonalAttorney
Phone:
Fax
MailingAddress:
Accountant
Phone:
Fax
MailingAddress:
FinancialAdvisor
Phone:
Fax
MailingAddress:
LifeInsuranceAgent
Phone:
Fax
MailingAddress:
CHILDREN AND/OROTHER FAMILYMEMBERS
Listallchildren. Copyandattachadditionalpages,ifneeded.Totalnumberofchildren:
1.
(nameof child)(first,middle/maidenandlast)(date ofbirth)(socialsecuritynumber)
(currentaddress)(phone) 0Home0Work0Cell
Parent:[ ]First Client []Second Client [ ]Both
Ischild:0Married0Widowed0Divorced0Single
NameofSpouse(ifmarried):
[ ]Adopted
(date of adoption)(courtgrantingadoption)
[ ]Deceased [ ]Yes [ ]No
(date ofdeath)(childhassurviving children?)
(Describethischild--does he or shehave“specialneeds”? Consider healthandgeneral financialstatus,including needsand abilities)
(Useadditionalpages, ifneeded)
2.
(nameof child)(first,middle/maidenandlast)(date ofbirth)(socialsecuritynumber)
(currentaddress)(phone) 0Home0Work0Cell
Parent:[ ] First Client []Second Client [ ]Both
Ischild:0Married0Widowed0Divorced0Single
NameofSpouse(ifmarried):
[ ]Adopted
(date of adoption)(courtgrantingadoption)
[ ]Deceased [ ]Yes [ ]No
(date ofdeath)(childhassurviving children?)
(Describethischild--does he or shehave“specialneeds”? Consider healthandgeneral financialstatus,including needsand abilities)
(Useadditionalpages, ifneeded)
3.
(nameof child)(first,middle/maidenandlast)(date ofbirth)(socialsecuritynumber)
(currentaddress)(phone) 0Home0Work0Cell
Parent:[ ] First Client []Second Client [ ]Both
Ischild:0Married0Widowed0Divorced0Single
NameofSpouse(ifmarried):
[ ]Adopted
(date of adoption)(courtgrantingadoption)
[ ]Deceased [ ]Yes [ ]No
(date ofdeath)(childhassurviving children?)
(Describethischild--does he or shehave“specialneeds”? Consider healthandgeneral financialstatus,including needsand abilities)
(Useadditionalpages, ifneeded)
4.
(nameof child)(first,middle/maidenandlast)(date ofbirth)(socialsecuritynumber)
(currentaddress)(phone) 0Home0Work0Cell
Parent:[ ] First Client []Second Client [ ]Both
Ischild:0Married0Widowed0Divorced0Single
NameofSpouse(ifmarried):
[ ]Adopted
(date of adoption)(courtgrantingadoption)
[ ]Deceased [ ]Yes [ ]No
(date ofdeath)(childhassurviving children?)
(Describethischild--does he or shehave“specialneeds”? Consider healthandgeneral financialstatus,including needsand abilities)
(Useadditionalpages, ifneeded)
IMPORTANTFAMILYQUESTIONS
(Pleasecheck“Yes”or“No”foryouranswer) / Yes / NoAre you(oryourspouse)receivingsocialsecurity,disability,orothergovernmental benefits?Describe
Are you(oryourspouse)makingpaymentspursuanttoadivorceorpropertysettlement order?Pleasefurnishacopy
If marriedhaveyou and yourspousesignedapre-orpost-marriagecontract?Please furnishacopy
Haveyou(oryourspouse)beenwidowed?Ifafederalestatetaxreturnorastatedeath taxreturnwasfiled,pleasefurnishacopy
Haveyou(oryourspouse)everfiledfederalorstate gifttax returns?
Pleasefurnishcopiesofthesereturns
Have(youoryourspouse)completedpreviouswill,trust,orestateplanning?Please furnishcopiesofthesedocuments
Do yousupportanycharitableorganizationsnowthatyouwishtomakeprovisionsfor atthetimeof yourdeath?Ifso,pleaseexplainbelow.
Arethereanyothercharitableorganizationsyouwishtomakeprovisionsforatthetime of yourdeath?Ifso,pleaseexplainbelow.
Are you(oryourspouse)currentlythebeneficiaryofanyoneelse’strust?Ifso,please explainbelow.
Doanyofyourchildrenhavespecialeducational,medical,orphysicalneeds?
Doanyofyourchildrenreceivegovernmentalsupportorbenefits?
Do youprovideprimaryorothermajorfinancialsupporttoadultchildrenorothers?
PROPERTYINFORMATION
INSTRUCTIONS FORCOMPLETING
THEPROPERTYINFORMATIONCHECKLIST
GeneralHeadings ThisProperty Informationchecklistisdesignedtohelpyoulistallthe propertyyouownand what itisworth. Ifyoudonotownpropertyundera particularheading,justleavethatsectionblank. Undercertainheadings youmayownmorepropertythancanbelistedonthischecklist. Ifso,use extrasheetsofpapertolist youradditionalproperty.
Type Immediately after the heading for each kind of property is a brief explanationofwhatpropertyyoushouldlistunderthatheading.
“Owner”of Property How you own your propertyis extremely importantfor purposesof properlydesigningandimplementingyourestateplan. Foreachproperty pleaseindicatehowthepropertyistitled. Whendoingso,pleaseusethe followingabbreviations:
Ownerof PropertyUseIf married,Husband’snamealone,withnootherperson / H
If married,Wife’snamealone,withnootherperson / W
If married,CommunityPropertywithspouse / C
If married,jointtenancyifpropertyoutsideLouisiana / JT
Ifyoucannotdeterminehowthepropertyisowned / ?
REALPROPERTY
TYPE: Anyinterestinrealestateincludingyourfamilyresidence,vacationhome,timeshare,vacantland,etc.
GeneralDescriptionand/or Address Owner Value Loan Balance
Total
FURNITUREANDPERSONALEFFECTS
TYPE: Listseparatelyonlysignificant or titledpersonaleffectssuchas,jewelry,collections,antiques,furs,andallother valuablenon-businesspersonalproperty(indicatetypebelowandgivealumpsumvalueformiscellaneous,less valuableitems.).
TypeorDescriptionOwnerMarketValue
MiscellaneousFurnitureand Household Effects (Total)
Total
AUTOMOBILES,BOATSANDRVS
TYPE: Foreachmotorvehicle,boat,RV,etc.pleaselistthefollowing:description,howtitled,marketvalue andencumbrance:
Year, Make, Model, Vehicle Type Owner Value Loan Balance
Total
BANKSAVINGSACCOUNTS
TYPE: CheckingAccount“CA”,SavingsAccount“SA”,Certificatesof Deposit“CD”,MoneyMarket“MM” (indicatetypebelow).Please donotincludequalified (Retirement) accounts in this section; there will be a section specifically addressing these types of accounts.
Nameof InstitutionandaccountnumberTypeOwnerAmount
Total
Note:IfAccountisinyourname(oryourspouse’sname)forthebenefitof aminor,pleasespecifyandgive minor’sname.
STOCKSANDBONDS
TYPE: Listanyand allstocksandbondsyouown.Ifheldinabrokerageaccount,lumpthemtogetherundereachaccount. (indicatetypebelow)
Stocks,BondsorInvestment AccountsTypeAcct.NumberOwnerAmount
Total
LIFEINSURANCEPOLICESAND ANNUITIES
Insurance Company, Insurance Type (Whole, Term, etc.) Insured Owner Face/Death Benefit & Cash Value
Total
RETIREMENTPLANS
TYPE: Pension(P),ProfitSharing(PS),H.R.10,IRA,SEP,401(K).ADDITIONALINFORMATION:
Describethetypeofplan,theplanname,the currentvalueoftheplan,and anyotherpertinentinformation.
Plan Name TypeOwner/ParticipantAmount
Total
BUSINESSINTERESTS
TYPE: Generaland LimitedPartnerships,SoleProprietorships,privatelyownedcorporations,professional corporations,oilinterests,farmandranchinterests.ADDITIONALINFORMATION:Giveadescriptionof theinterests,whohastheinterest, yourownershipintheinterests,andtheestimatedvalueoftheinterests.
Total
ANTICIPATEDINHERITANCE,GIFT,ORLAWSUITJUDGMENT
TYPE: Giftsorinheritancesthatyouexpecttoreceiveatsometimeinthe future;ormoneysthatyouanticipate receivingthroughajudgmentinalawsuit.Describeinappropriatedetail.
Description
OTHER ASSETS
Totalestimatedvalue
TYPE: Otherpropertyisanypropertythatyouhavethatdoesnotfitintoanylistedcategory, including money owed to you.
TypeOwnerValue
Total
BurialPlot–Client []Yes[ ]NoBurialPlot–Spouse []Yes[]No
FuneralPaid–Client[ ]Yes[]NoFuneralPaid–Spouse[]Yes[]No
DEBTS
TypeBalance
OwnerOwed
Total
SUMMARYOFVALUES
Amount*
ASSETSHusbandWifeTotalValue
RealProperty
Furniture andPersonalEffects Automobiles,BoatsandRV’s BankandSavingsAccounts
StocksandBondsLife Insurance andAnnuities
RetirementPlans
BusinessInterests
Moneyowedtoyou AnticipatedInheritance, Etc. Other Assets
TotalAssets:
TotalDebts:
*Joint Propertyvaluesenter1/2inhusband’scolumnand1/2inwife’scolumn.
DESIGNINFORMATION
Wewilldiscussthiswithyouattheinitialconsultationbutyoushouldconsiderthepersons youwouldwanttoactforyouifyouareunabletodoso
PERSONSTOACTFORYOU:
GUARDIANFORMINORCHILDREN:Ifyouhaveanychildrenundertheageof 18,listinorderof preferencewhoyouwishtobeguardian. A guardian is the person who would care for your child(ren).
NameandAddressRelationship
POWER OFATTORNEY: Ifyouwereunabletomakefinancialdecisionsforyourself,whowouldyou wanttomakethosedecisionsforyou?
HUSBAND’SAGENT
NameRelationship Phone Number
WIFE’SAGENT
NameRelationship Phone Number
HEALTHCARE POWER OF ATTORNEY:Ifyouwereunabletomakedecisionsforyourself,whowouldyouwanttomake decisionsforyouwithregardtoyourmedicaltreatment?
HUSBAND’SAGENT
NameRelationship Phone Number
WIFE’SAGENT
NameRelationship Phone Number
Husband’s Physician’sName
Wife’sPhysician’sName
SPECIFICGIFTS: Listanyspecificgiftsofrealestateorcashgiftsyouwishtomaketoeitherindividualsor charities.Indicatewhetherthesegiftsaretobemadeeveniftheotherspouseisalive.
FOR HUSBAND:
Individual or CharityAmountorPropertyContingent onWife predeceasing?
FORWIFE:
Individual or CharityAmountorPropertyContingent onHusband predeceasing?
OTHER ITEMSTOINCLUDEORDISCUSS