• Confidential Estate Planning Questionnaire For Single Persons

    Confidential Estate Planning Questionnaire For Single Persons

  • Date Completed
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  • This questionnaire will assist your von Briesen & Roper, s.c. attorney in identifying the tax and non-tax issues relevant to your estate plan. Estimates rather than exact figures should suffice for the financial information. If you prefer, you may attach a recent financial statement which includes information requested in the personal financial statement section and fill in the remaining items as needed.

  • General Information

    • General Data 

    • General Data

    • Personal Information

    • Date of Birth
       - -
    • Gender
    • Format: 000-00-0000.
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Children 

    • Children

    • Do you have any children?
    • Prior Marriages 

    • Prior Marriages

    • Any Prior Marriages?
    • Marriage Ended In:
    • Date Marriage Ended
       - -
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  • Documents and Advisors

    • Estate Planning Documents 
    • Indicate if you currently have in effect any of the following estate planning documents:
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    • Do you have beneficiary designations on file for insurance policies or retirement plan benefits?
    • Do you have a TOD (transfer on death) on any account naming a beneficiary?
    • Do you have any accounts held jointly with anyone?
    • Professional Advisors 
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  • Background Information

    • Background Information Questions 
    • 1. Have you received a substantial amount of property from an inheritance, a gift, or as a beneficiary of a trust?
    • 2. Do you anticipate any sizeable inheritance?
    • 3. Are you or any of your children the beneficiary or trustee of a trust created under a Will or written in a trust agreement?
    • 4. Does a third party (individual or corporation) own life insurance on your life of or do you own life insurance on the life of someone else?
    • 5. Do you have a safe deposit box?
    • 6. Do you have a foreign bank account or other assets in a foreign country? If yes, provide details.
    • 7. Have you made any taxable gifts or filed a gift tax return?
    • 8. Are any of your children or grandchildren currently receiving any governmental or state benefits due to a disability or medical need, i.e., SSI benefits?
    • 9. Do any of your children or grandchildren have special needs that should be considered in your estate planning documents?
    • 10. Are any of your children or grandchildren adopted?
    • 11. Are there any children who are living as family members but who have not been adopted?
    • 12. Are you the owner of any 529/Able Accounts?
    • 13. Do you or any of your beneficiaries (who are not children/grandchildren) currently receive Medicaid, SSI or any other government benefits? Do any of your beneficiaries (who are not children/grandchildren) have special needs that should be considered in your estate planning documents?
    • Personal Representatives, Trustees, Attorneys-in-Fact, Guardians 

    • The following is a brief description of the positions that need to be addressed in estate planning documents. Please consider whom you may want to name and provide addresses and phone numbers for those whom you expect to include. We will discuss this more fully during our meeting before any final decisions are made.

       

      Personal Representatives

      The Personal Representative manages property that is titled in your name and does not pass by joint ownership, beneficiary designation or other nonprobate court mechanism. If a probate proceeding is necessary, the Personal Representative manages your debts, taxes, and distributions to beneficiaries. If using a Revocable Living Trust as your primary estate planning tool, most duties shift to the Trustee(s), which is why many people name the same person(s) or trust company for both roles, and more than one Personal Representative can be named.

      Trustees

      If you include a Revocable Living Trust in your plan, Trustees manage funds held in or transferred to the trust and distribute assets according to trust provisions after your death or disability, and more than one Trustee can be named. Any individual over 18 or a trust company can serve as Trustee regardless of residency, and you can initially serve as Trustee of your own Revocable Trust.

      Agent for Health Care Power of Attorney

      An agent under a Health Care Power of Attorney will make health care decisions for you if you become incapacitated. You may name a successor agent if your primary agent cannot serve but you cannot name co-agents.

      Attorneys in Fact for Durable Power of Attorney for Financial Matters

      Agents under a Durable Financial Power of Attorney are granted broad powers to manage your personal and financial matters during your lifetime, including signing checks, dealing with social security issues, managing your retirement accounts, and filing taxes. This authority can be granted either upon execution of the document or only in the event you become unable to handle your finances. Multiple agents can be named to serve in this role.

      Guardians

      Disregard this section if there are no minor children. If any children are under age 18, Guardian(s) will be responsible for their day-to-day care and living arrangements. Guardians need not be Wisconsin residents, and more than one Guardian can be named.

      If you have certain people in mind to fill these roles, please include their names, addresses and phone numbers.

    • Would you like to add decision makers?
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  • Financial Information

    • Closely Held Business Information 
    • Type of Entity:
    • Business Valuation Method:
    • Buy-Sell Agreement / Operating Agreement / Bylaws:
    • Date Prepared:
       - -
    • Do you have another business?
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    • Personal Financial Statement 

    • Completing this summary with the approximate value of your assets and liabilities will assist us in developing your overall estate plan, assessing your needs for tax planning, and anticipating situations that might arise upon your death. Although detailed information regarding each and every asset is not required at this stage, providing more detailed information requested in the enclosed schedules will be extremely helpful. If you have a recent financial statement, you may attach that instead.

    • Do you have a current financial statement?

    • NOTE: If you have a current financial statement prepared by your financial advisor, accountant, or other agent, you may attach that rather than filling out the following tables. 

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    • Schedule B. Stocks, Bonds, Notes, Investments - Would you like to input Institution Totals or Individual Stocks/Market Values?
    • Schedule J. Do you currently hold any fiduciary positions (personal representative, trustee, guardian, custodian, etc.?)
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    • Should be Empty: