.
Estate Assistance Services
(PRINT THIS PAGE OUT)
.
This is a service I am offering to my investment clients. During the difficult time of suffering from a loss, the task of probating an estate can be overwhelming. With the information obtained from your questionnaire, I will be able to assist your spouse or your personal representative in settling your estate. Because your data will be stored in my computer database, your personal representative will have easy access to a complete summary of all your assets. You owe it to yourself and your loved ones to have the assurance that no assets are overlooked. Please complete and bring this questionnaire with you to our annual review meeting.
ESTATE OF _________________________________________________
	AS OF ___/ ___ / ___
Estate & Gifts
Do you have a Will?	________________________________________
Personal Representative	________________________________________
Does Spouse have a Will?	________________________________________
Personal Representative	________________________________________
* If you do have a Will, please bring a copy to our annual review meeting.
.
Assets
	Institution Name or Description of Property		Account Balance or Fair Market Value
Checking Account	______________		____________
	______________		____________
Savings Account	______________		____________
	______________		____________
Stocks & Bonds	______________		____________
	______________		____________
Mutual Funds	______________		____________
	______________		____________
Personal Residence	______________		____________
Other	______________		____________
	______________		____________
	______________		____________
Insurance
	Company & Type	Death Benefit	Policy #
Life - Yourself	______________	_____________	____________
	______________	_____________	____________
Life - Spouse	______________	_____________	____________
	______________	_____________	____________
.