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First Name: Middle Name: Last Name: Email Address: Phone Number: Mailing Address: If married, spouse's First Name: If married, spouse's Middle Name: If married, spouse's Last Name: Former-Maiden-Other Names: Prior marriage or prenuptial agreement: Oldest Child's Name: Next Oldest Child's Name: Next Oldest Child's Name: Next Oldest Child's Name: Additional children and grandchildren: Which children are minors? Which children are adopted? List any children with different parents and explain: If married, list the states you have lived in: Do any children have special needs or challenges managing money? Sources and amounts of income: List your real estate and estimate the value of each property: Life insurance policies: Bank accounts: Investment accounts: Retirement accounts: Special property: Pets: Inheritance or trust: Current will or trust? Plan for your property: Specific gifts: Executor: Backup Executor: Trustee for minors: Backup Trustee for minors: Power of Attorney and Health Care Representative: Backup Power of Attorney and Health Care Representative: Guardian for children: Backup Guardian for children:

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