Personal Intake Form for Estate Planning
The information you are about to provide will be the basis for your discussions with your lawyer and other financial advisers about your will and other estate and personal planning. You do not need evaluations or appraisals for listing assets and liabilities — your best estimates should be sufficient for most discussions. However, how you own the legal title to your assets is important and, if you are not sure whether, for example, your house is owned jointly with another person,
ask your lawyer to investigate since assumptions can cause later problems. Also, if possible, check with your financial institutions for beneficiary designations on life insurance policies and pension plans.