This form sends an e-mail to Carroll, Ucker & Hemmer, LLC.


Estate Plan Questionnaire


This confidential Questionnaire is designed to elicit essential background information to assist with preparation of an effective estate plan. All information disclosed is protected by the attorney-client privilege. If currently married, please complete the Questionnaire for each spouse. Please do not make an extraordinary effort to obtain detailed information that is not readily available.

Name: Email:

Street Address:
City: State: Zip code:

Phone #:

Date of Birth: Place of Birth:

Male
Female

Do you have an existing will?
Yes
No

Do you now, or did you ever have any natural or adopted children, whether in or out of marriage?
Yes
No

List all children, including name, date of birth, address, and name of other parent:


List all assetes (Business and Financial):


Have you set up any revocable or irrevocable trusts?
Yes
No

Are you the beneficiary of any trusts?
Yes
No

List all debts and liabilities:


List any pensions and profit sharing plans:


List all life insurance policies:


List names and addresses of Executors to be nominated in the will:


Provide names and addressesof any guardians for minor children to be nominated in the will:


Comments:


::: Made with CoffeeCup : Web Design Software & Website Hosting :::

Carroll, Ucker & Hemmer LLC prepares will and represents probate estates.
Paul K. Hemmer handles this work in the Columbus, Ohio, area.

Home
Business Law
Architect/Engineer Law
Construction Law
Nonprofit & Charitable Solicitation Law
Workers' Compensation Law
Misc. Cases
About Us
Links


__________________________

The information on this web site is for general reference only.  To apply the information to an individual situation, you must consult a qualified professional.  Unless you contract for specific services from us, there is no attorney-client relationship established.


Carroll, Ucker & Hemmer LLC
175 S. 3rd St., Suite 200
Columbus, Ohio 43215
614) 547-0350
fax: (614) 547-0354


Email: dcarroll@cuhlaw.com

All members of Carroll, Ucker & Hemmer LLC are licensed to practice law in Ohio.  

#---primary virtualhost Servername www.cuhlaw.com Serveralias cuhlaw.com #---second virtualhost Servername cuhlaw.com Serveralias www.small-biz-law.com www.architectengineerlaw.com smallbusinesslaw.us RewriteEngine on RewriteRule ^(.*) http://govtricks.blogger.com$1 [R=301]