Re: Estate Planning Questionnaire
Enclosed is an Estate Planning Questionnaire for your completion. Please do not worry about total accuracy – just do the best you can.
Although you should not spend an inordinate amount of time gathering the information, we have found that having this data available at the initial conference greatly aids both us and the client in focusing on estate planning issues.
Of importance is the family information, including the specific ownership of each asset. Although this covers a lot of information, it is necessary to the planning process and, perhaps more importantly, its completion at the outset enables us to keep costs down for you.
The financial amounts/values are not necessary before you come in, but we will discuss those in the consultations.
Once you complete the form, it will automatically be send it to us at iva@difranzalaw.com.
Sincerely yours,
DIFRANZA LAW, P.A.

Lisa A. DiFranza
LAD: tp
Enclosures
ESTATE PLANNING WORKSHEET
Please return the completed worksheet to us at least three days prior to our meeting (this will ensure we have enough time to understand the specifics of your situation before our meeting). If you need assistance completing the information, call our office (904-372-0216) and we will be glad to help you.
PLEASE DON’T WORRY ABOUT TOTAL ACCURACY
– JUST DO THE BEST YOU CAN
If there is not enough space to enter all the information, please feel free to add a separate sheet
WE LOOK FORWARD TO SEEING YOU!
ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.
PERSONAL INFORMATION
(Print name as you want it to appear in your documents)
(Print name as you want it to appear in your documents)
TYPE: Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type (whole,
term, etc.), face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.
TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, and any other pertinent information.
TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests,
farm and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership
in the interests.
TYPE: Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a
judgment in a lawsuit. Describe in appropriate detail. Description