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Jonathan Sparks
Julie Cross
Ashley Sullens
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Business Dissolution
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What are you looking for?
Creative, Mindful, On Our Game
Where Imagination Meets Action
Estate Planning Questionnaire
Estate Planning: Initial Consultation
I. Client Information
Husband
Date of Birth
Wife
Date of Birth
II. Family Information
(Date of birth only required if under 18)
Children
Date of Birth
Date of Birth
Date of Birth
Date of Birth
Other Persons Named in Estate Plan
Date of Birth
Date of Birth
Date of Birth
Date of Birth
Have you ever been divorced? If so, approximate date of divorce decree:
III. Miscellaneous
(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!
4+7=?
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Home
About
▼
Jonathan Sparks
Julie Cross
Ashley Sullens
Services
▼
Business Dissolution
Business Formation
Collection Services
Contracts
Employment
Intellectual Property
Mergers & Acquisitions
Non-Disclosure & Non-Compete Agreements
Purchase & Sale Agreement
Trusts & Estates
Reviews
Resources
▼
Podcast
Blogs
Business Assessment
Community Involvement
Entrepreneur’s Handbook
Estate Administration Questionnaire
Estate Planning Questionnaire
eBook
Videos
Attractions
Areas Served
▼
Alpharetta
Atlanta
California
Connecticut
Duluth
Florida
Georgia
Johns Creek
New York
North Carolina
South Carolina
Texas
Virginia
Contact Us