ESTATE SUMMARY SHEET FAMILY INFORMATION: Primary's Name: ______________________________ Birthdate: _______________ Spouse's Name: _______________________________ Birthdate: _______________ Address: _____________________________________ Home Phone: _______________ _____________________________________ Work Phone: _______________ Place of Marriage: _________________________________ Date: _______________ Occupation (primary): ____________________ (spouse): _____________________ SSN (primary): ____________________ (spouse): _____________________ Children: Full Name Birthdate Current Residence ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ Grandchildren: Full Name Birthdate Current Residence ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ Documents Existing: Living Will: _____ Trust Agreement: _____ Power of Attorney: _____ Last Will & Testament _____ Previous Marriages: Name of primary's previous spouse: _______________________________________ Date of death: ______________________ Divorce date: ______________________ Name of spouse's previous spouse: _______________________________________ Date of death: ______________________ Divorce date: ______________________ Present Advisors: Accountant Attorney Insurance Stock Broker Other ______________ ______________ ______________ ______________ ______________ FINANCIAL INFORMATION ASSETS: Address/Description How Title Held Market Value Real Property ________________________ __________________ $______________ ________________________ __________________ $______________ Secured Notes ________________________ __________________ $______________ ________________________ __________________ $______________ Limited Partnerships ________________________ __________________ $______________ Securities ________________________ __________________ $______________ ________________________ __________________ $______________ Cash Accounts ________________________ __________________ $______________ ________________________ __________________ $______________ Business Name:___________________________________________ Partnership ___ Corporation ___ Sole Proprietorship ___ $______________ Retirement Plan: Primary's beneficiary: ________________________________ $______________ Spouse's beneficiary: ________________________________ $______________ Life Insurance (whole ___ term ___): Company Owner Beneficiary Death Benefit ___________________ ___________________ ___________________ $____________ ___________________ ___________________ ___________________ $____________ Other Personal Property (jewelry, vehicles, boats, etc.): $____________ Other Assets: (attach separate schedule) $____________ GROSS ESTATE (TOTAL VALUES) .......... $____________ Liabilities: Description Whose Liability Amount (Notes, Mortgages, Judgements) (Husband/Wife/Both) ______________________________________ ____________________ $____________ ______________________________________ ____________________ $____________ TOTAL DEBTS .......... $____________ NET TAXABLE ESTATE .......... $____________ ANTICIPATED INHERITANCES OR GIFTS: Primary (from whom): ______________________________________ $____________ Spouse (from whom): ______________________________________ $____________