Husband
Date of Birth
Wife
(Date of birth only required if under 18)
Children
Other Persons Named in Estate Plan
Have you ever been divorced? If so, approximate date of divorce decree:
(a) Approximate value of estate:
(b) General description of assets (e.g., real and personal property, business interests, investments, retirement, etc.)
We’ll cover the rest during our conversation. Thanks!
9+9=?
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