7/24/2019 Questions for Estate Planning.docx
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Questions for Estate Planning
I. Personal Prole of the Client
1. Name (full) , name of father and mother, siblings2. Date of
birth
. !ddress". Ci#il $tatus (if married, to %hom, date of
marriage)&. Children (if an') names of hildren, indiate if
illegitimate or legitimate. *elati#es on mother side (u+ to "
generations). *elati#es on the father side (u+ to "
generations)
II. Desri+tion of Pro+erties and Estate
1. -ist do%n the +ro+ert' desri+tion, auired %hen, assessed
#alue, andloation
2. If 'ou are going to ma/e a %ill, to %hom %ill 'ou gi#e 'our
+ro+erties0(s+eif')
III. eirs In#ol#ed
1. Com+ulsor' Children, $+ouse2. 3oluntar'. Com+utation of
-egitime
I3. Inheritane
1. Net estate totalit' of all +ro+erties (assessed #alue)2.
Pro+ert' regime. -ess4 ta5es, liabilit' from reditors". Net
hereditar' estate (a++l' the +ortions)
3. 6inal !rrangements
1. 6uneral !rrangements2. If there is a business %ho %ill
inherit0
