Thank you for choosing The Minor Firm to assist you with your planning. We look forward to meeting with you soon to discuss the details of your estate plan. During our upcoming meeting, we will examine your estate planning and asset protection goals and discuss strategies to achieve these objectives.
To ensure that your consultation is meaningful, please complete the information below. This information will allow us to be more productive with our time, as it covers basic information we would otherwise need to obtain from you, such as your personal information, names of family members, assets, and liabilities. If you are not sure about exact figures or informationbut (or if the information requested is not readily available), your best estimate is sufficient for our initial consultation. Please fill out as much as you can; we can always collect this information from you later if necessary.
Please also be sure to read the Terms of Engagement. The Terms and Conditions set forth the scope of our representation, the obligations we have to each other for disclosure and confidentiality, dual representation issues for married clients, our policies relating to retention of your documents (if you choose to leave them with us), our duties if you become disabled, and other important information. These Terms of Engagement will apply to our representation of you in your estate planning matters, once such representation of you commences. By submitting the information on this webpage, you acknowledge and agree to these Terms and Conditions as well as the other terms contained on this website.
Please note that this webpage requests important personal and financial information. We strongly recommend that you not use a public computer or device to complete this information. This website is designed to save the information you enter to the web browser being used, so the device you use to complete this information should be kept secure.
Again, thank you for taking the time to complete this information. We believe your decision to investigate your estate planning options shows you are serious about protecting yourself and your loved ones. We look forward to meeting with you. If you have any questions about the estate planning process, the enclosed worksheet, or any of the other enclosures, please feel free to call our offices at (706) 259-2586.
To get started, click the button below.
Please enter your information below. If you are married, you will enter your spouse's information on the next screen.
Please enter your spouse's information below.
Please enter your life partner's information below.
Please enter the name of your deceased spouse.
Because you previously indicated that you are not married, please continue by clicking the "Next" button below. If you are married, please go back to the previous screen and change your marital status accordingly.
Now, please enter information for each of your children (if you have any) as well as for any other people you want to include in your estate plan. For example, if you want to name a friend as your executor, enter that friend's information below as well.
Enter the information for each individual one at a time. For each individual you want to add, click the link below that says "Click to Add a Child or Other Person". Each time you click the link, a box will appear so you can enter a person's information. If you want to enter information for additonal people, click that link again and a new box will appear so you can enter information for the next person.
Now we will collect some information about your assets. The information in these Sections will allow us to get a better idea idea of your estate and how to best draft your documents. This information will also allow us to assess common tax concerns and other issues.
Please fill out the information in these Sections as best you can. There may be information you are unsure about or unable to easily obtain. Please don't spend a significant amount of time trying to find exact figures or other information. Approximations and gereral information is fine - just enter what you can and we will descuss any concerns in greater detail when we discuss you estate planning.
Please fill out the information in these Sections as best you can. There may be information you are unsure about or unable to easily obtain. Please don't spend a significant amount of time trying to find exact figures or other information. Approximations and gereral information is fine - just enter what you can and we will descuss any concerns in greater detail when we discuss you estate planning.
Please enter information below describing your home and each other parcel of real estate you own. Click the link below for each parcel you want to add. Enter the information for each piece of real estate one at a time. For each parcel you want to add, click the link below that says "Click to Add a Home or Other Parcel of Real Property". Each time you click the link, a box will appear so you can enter information for a single parcel of real estate. If you want to enter information for additonal properties, click that link again and a new box will appear so you can enter information for the next parcel.
When entering ownership information for your real estate, it is helpful to review your deed(s). If you have them handy, please bring a copy of your deed(s) with you to our meeting. If properties are owned jointly, please note below whether they are owned with "right of survivorship."
Please fill out the information in these Sections as best you can. There may be information you are unsure about or unable to easily obtain. Please don't spend a significant amount of time trying to find exact figures or other information. Approximations and gereral information is fine - just enter what you can and we will descuss any concerns in greater detail when we discuss you estate planning. If you have beneficiaries designated with your bank (or other financial institutions) to receive these assets upon your death, please also note them below, if known.
Please enter information below for each of your financial accounts, including checking, savings, brokerage, stocks, retirment (IRA, 401k, pension, etc.), or other accounts. Click the link below for each account you want to add. Enter the information for each account one at a time. For each account you want to add, click the link below that says "Click to Add a Financial Account or Retirement Plan". Each time you click the link, a box will appear so you can enter information for an account. If you want to enter information for additonal accounts, click that link again and a new box will appear so you can enter information for the next account.
Please fill out the information in these Sections as best you can. There may be information you are unsure about or unable to easily obtain. Please don't spend a significant amount of time trying to find exact figures or other information. Approximations and gereral information is fine - just enter what you can and we will descuss any concerns in greater detail when we discuss you estate planning.
Please enter information below for each insurance policy you have. Click the link below for each policy you want to add. Enter the information for each policy one at a time. For each policy you want to add, click the link below that says "Click to Add a Life Insurance, Disability, Long Term Care, or Similar Policy". Each time you click the link, a box will appear so you can enter information for a policy. If you want to enter information for additonal insurance policies, click that link again and a new box will appear so you can enter information for the next policy.
Please fill out the information in these Sections as best you can. There may be information you are unsure about or unable to easily obtain. Please don't spend a significant amount of time trying to find exact figures or other information. Approximations and gereral information is fine - just enter what you can and we will descuss any concerns in greater detail when we discuss you estate planning.
Please enter information below describing any other significant assets, such as business ownership, anticipated inheritences, etc. Click the link below for each asset you want to add. Enter the information for each asset one at a time. For each asset you want to add, click the link below that says "Click to Add an Other Asset". Each time you click the link, a box will appear so you can enter information for the asset. If you want to enter information for additonal assets, click that link again and a new box will appear so you can enter information for the next asset.
Based on the values of the assets you entered in all of the prior screens, we have totaled the value of your assets, as indicated below. If you would like to adjust this value, please click the checkbox below to edit the total, and then enter the amount in the box. This should be a total of your net worth. This number does not have to be exact, but we will review this number in assessing your potential exposure to tax liability and for other reasons, so a good approximation will help us advise you with regard to your estate planning.
Thank you for completing the information!
Please Note: After you hit the Submit button below, please do not immediately close your web browser window or navigate to another website. It may take some time for the information to be securely saved. Please wait until you receive confirmation that your data has been successfully submitted before closing your web browser window or navigating to another website.
Before checking the box below and submitting this form, please be sure to read the Terms of Engagement. The Terms of Engagement contain important details regarding our representation of you and other important information.
By checking the checkbox below and submitting the information on this webpage, you acknowledge and agree that The Minor Firm and its attorneys will rely on the information in this Estate Planning Worksheet in representing, advising, and preparing documents for you. You also acknowledge receipt of, and you agree to, the Terms of Engagement as well as all other terms contained on this website.