​​​What Will Be Your Legacy?

Create peace of mind with a plan that secures your legacy, preserves hard earned assets and passes them on to the ones you love.

​PERSONAL INFORMATION CHECKLIST


Before starting the estate planning questionnaire, each individual ordering documents should gather the following general information. 


1. Property Information

Completing the property information section will give you a clear picture of your assets, liabilities, and net worth. 


List of Assets:

Cash and Bank Accounts                Insurance and Annuities                        Accounts and Notes Receivable Stocks and Mutual Funds               Bonds and Mutual Bond Funds              Business Interests                     Real Estate                                     Personal Property                                  Miscellaneous Assets                 Employee Benefit/Pension Plans                                               


List of Liabilities:                                    

Notes and Loans Payable              Mortgages Payable                               Taxes Payable          

Credit Card Accounts Payable       Miscellaneous Liabilities Payable 


2. Beneficiary Information

List the persons you wish to receive property under your estate plan: 

Spouse                                           Children                                                Grandchildren                        

Parents                                           Siblings                                                 Other Dependents        

Other Relatives                               Friends                                                 Organizations 


Also, list the persons you wish to specifically leave out of your will and or trust (Disinherit). 


3. Fiduciary Information:

List the persons you wish to be your fiduciaries. Which fiduciaries you will need depends on the type of documents in your estate plan. You should have both a primary and an alternate for each of the following fiduciaries 


Executor: 

An Executor is appointed in a Will to administer and settle the estate.  The executor should be chosen for the purpose of winding up the decedent’s affairs.  This involves valuing assets, paying debts, and distributing assets according to the Will.  


Guardian: 

A Guardian is appointed in a Will when minor child are present. A guardian should be chosen for the purpose of providing a home and caring for the minor child or children. Guardianship arises when both parents are deceased or if the surviving parent is determined to be unfit. 


Trustee: 

A Trustee is appointed in a Trust.  A trustee should be chosen for the purpose of managing the assets put into the trust for the benefit of the beneficiaries. A trustee can be a person or a financial institution that specializes in trust management.Type your paragraph here.

Personal Information Checklist


​If You have an Estate Planning Or Elder  Law Question Contact Us today!

No matter what your elder law or estate planning goals are, we will work with you to make sure they are achieved. As your advisor and partner, we will meet with you, outline your goals, draft your documents and help you execute your plan. Contact us today to discuss your estate planning and elder law issues.


If you have any questions after the plan is in place, we are only a phone call, email or office visit away. In addition, if you sign up for our monthly newsletter, we will provide you with news updates, advice and tips regarding elder law and estate planning issues.   Contact us today to discuss your estate planning and elder law issues.

Phone: 443.677.2364​​

Email: sdamenta@amentalaw.com



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