Estate Planning Single Client Onboarding Form – Virginia Estate & Trust Law

New Client Estate Planning | Onboarding Questionnaire — Single

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Confidential Estate Planning Information

Before you begin: The information you provide in this questionnaire is the foundation of your estate plan. Your plan will only be as good as the information is complete and accurate. Please do your best to submit the completed questionnaire prior to your meeting with your attorney to ensure the meeting is as productive as possible.

Prefer to Work on this Form Offline? Print and Complete the Appropriate Form:

New Client Estate Planning Questionnaire – Married New Client Estate Planning Questionnaire – Single

Your Name*

First Last

Your Attorney

Are you already working with a specific Virginia Estate & Trust Law attorney?

Client Referral*

Did someone refer you to Virginia Estate & Trust Law?

Yes

Name of Reference

Tell us who referred you, so we can thank them.

First Last

Contact Information

Personal Email Address*

Enter Email Confirm Email

Work Email Address

Enter Email Confirm Email

Primary Phone*

Work Phone

Other Phone

Preferred Method of Contact

Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Mailing Address*

Is your Mailing Address different than your Home Address?

Yes

Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Personal Information

Name

Prefix First Middle Last Suffix

Name as it Appears in Legal Documents

Date of Birth*

Month

Day

Year

Social Security Number (SSN)

Occupation

Employer

Marital Status

This form will adjust automatically based on your marrital status.

Are you currently married?*

Yes

Parental Status

This form will adjust automatically based on your parental status.

Do you have children or dependents?*

Yes

Information Regarding Your Children

Child 1 Full Legal Name

Prefix First Middle Last Suffix

Child 1 Formal Name

How their name should appear on legal documents.

Date of Birth*

Month

Day

Year

Are They Married?

Yes

Child 1 Mobile Phone

Child 1 Office Phone

Child 1 Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have other children?*

Yes

Child 2 Full Legal Name

Prefix First Middle Last Suffix

Child 2 Formal Name

How their name should appear on legal documents.

Date of Birth*

Month

Day

Year

Are They Married?

Yes

Child 2 Mobile Phone

Child 2 Office Phone

Child 2 Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have other children?*

Yes

Child 3 Full Legal Name

Prefix First Middle Last Suffix

Child 3 Formal Name

How their name should appear on legal documents.

Date of Birth*

Month

Day

Year

Are They Married?

Yes

Child 3 Mobile Phone

Child 3 Office Phone

Child 3 Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have other children?*

Yes

Child 4 Full Legal Name

Prefix First Middle Last Suffix

Child 4 Formal Name

How their name should appear on legal documents.

Date of Birth*

Month

Day

Year

Are They Married?

Yes

Child 4 Mobile Phone

Child 4 Office Phone

Child 4 Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have other children?*

Yes

Child 5 Full Legal Name

Prefix First Middle Last Suffix

Child 5 Formal Name

How their name should appear on legal documents.

Date of Birth*

Month

Day

Year

Are They Married?

Yes

Child 5 Mobile Phone

Child 5 Office Phone

Child 5 Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Individual Financial Summary — Assets

Please estimate current fair market value.

Primary Residence

Secondary Residence

Other Real Estate

Retirement Accounts

Include all retirement plan accounts, including 401ks, IRAs, Roth IRAs, SEP IRAs, etc.

Marketable Securities

Include all stocks, bonds, partnerships, etc., that are publicly traded other than those held in retirement plan accounts.

Cash & Equivalents

Include all bank accounts, money market accounts, certificates of deposit, credit union accounts, and any other type of cash account.

Business Interests (Corporations, Partnerships, LLCs, etc.)

Include any interest in a business whether you are actively involved in the operation of the business or not, and interests in limited or general partnerships and limited liability companies that are NOT publicly traded.

Profit Sharing / RSUs / Stock Bonus

Annuities

Cryptocurrency

Tangibles

Other Tangibles/Collectibles Including Art, Jewelry, Furnishings, Antiques, etc.

Vehicles

Including Boats

Net Death Benefits (Insurance)

Other Notable Assets

Include any other asset that has not been listed above, e.g., 529 plans, UTMA accounts, promissory notes, copyrights, patents, royalties, firearms, mineral rights, precious metals, etc. Provide details in Section X.

Total Personal Assets

Document Upload

Please upload all documents related to your listed assets above.

Drop files here or

Max. file size: 128 MB.

Your Individual Financial Summary — Debts

Please estimate current fair market value.

Mortgage, Primary Residence

Mortgage, Secondary Residence

Other Debts

Total Personal Debts

Document Upload

Please upload all documents related to your listed debts and liabilities above.

Drop files here or

Max. file size: 128 MB.

Total Net Assets

Your Retirement Plan Account Information

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Secondary Beneficiary

Current Fair Market Value

Loans Against Account?

Net Current Fair Market Value

Do You Have Another Retirement Account Plan?

Yes

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Current Fair Market Value

Loans Against Account?

Net Current Fair Market Value

Do You Have A Third Retirement Account Plan?

Yes

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Current Fair Market Value

Loans Against Account?

Net Current Fair Market Value

Do You Have A Fourth Retirement Account Plan?

Yes

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Current Fair Market Value

Loans Against Account?

Do You Have A Fifth Retirement Account Plan?

Yes

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Current Fair Market Value

Loans Against Account?

Do You Have A Sixth Retirement Account Plan?

Yes

Retirement Accounts

Financial Institution

Account Type (e.g., 401k, Traditional or Roth IRA)

Primary Beneficiary

Current Fair Market Value

Loans Against Account?

Total Retirement Account Value

Document Upload

Please upload all documents related to your retirement accounts listed above.

Drop files here or

Max. file size: 128 MB.

Your Closely Held Business Information

Business Interests

Business Name

Percentage Owned

Tax Classification

(e.g., S-Corp, C-Corp, Partnership, Disregarded Entity)

Estimated Fair Market Value

Shareholder / Partnership/ Operating Agreement in Place?

Do You Have Another Closely Held Business?

Yes

Business Interests

Business Name

Percentage Owned

Tax Classification

(e.g., S-Corp, C-Corp, Partnership, Disregarded Entity)

Estimated Fair Market Value

Shareholder / Partnership/ Operating Agreement in Place?

Document Upload

Upload documents pertaining to your business interests.

Drop files here or

Max. file size: 128 MB.

Your Life Insurance Information

Policy Owner

Insurance Company

Type (Term, Whole Life, etc.)

Policy Number

Cash Value

Death Benefit

Loans Against Policy?

Primary Beneficiary

Secondary Beneficiary

Net Death Benefit

Total Net Death Benefit

Net Benefit of all your life insurance policies

Document Upload

Upload documents pertaining to your insurance policies.

Drop files here or

Max. file size: 128 MB.

Additional Questions for You

Please provide a copy of all existing estate planning documents you may have, any document relevant to any of the following questions to which you answer “yes,” and any other documents relevant to your estate, e.g., buy-sell agreements, etc.

Have you been previously married?*

Yes

Are any of your children adopted?*

Yes

Do you have a deceased child?*

Yes

Do you own real property outside Virginia?*

Yes

Do you own assets jointly with any person?*

Yes

Do you own an interest in a closely held business?*

Yes

Do you own any insurance on the life of another person?*

Yes

Are you the current beneficiary of a trust created by someone else?*

Yes

Do you anticipate any significant change in your assets, liabilities or income, e.g., from an inheritance or retirement, etc?*

Yes

Do you have anyone who is financially dependent on you other than minor children?*

Yes

Do you or does any family member have any significant health issues or disabilities?*

Yes

Do you have any concerns about a beneficiary's situation, e.g., marital instability, creditor problems or eligibility for public benefits, etc?*

Yes

Have you made gifts in excess of $10,000 in value to any one person in any year after 1981?*

Yes

Have you filed a gift tax return?*

Yes

Do you have an interest in making charitable gifts?*

Yes

Do you have any special requests regarding funeral, burial or cremation, or donation of body or organs?*

Yes

Is there any additional information or concerns which you think we should know about?

Document Upload

Please upload any documents related to the above questions to which you answered “yes”.

Drop files here or

Max. file size: 128 MB.

Your Other Advisors

Do you have an accountant?*

Yes

Do you have an investment advisor?*

Yes

Do you have a life insurance agent?*

Yes

Do you have a primary physician?*

Yes

Do you have other advisors?*

Yes

Accountant Name

First Last

Accountant Email Address

Accountant Firm Name

Accountant Phone Number

Accountant Address

State / Province / Region ZIP / Postal Code

Investment Advisor Name

First Last

Investment Advisor Email Address

Investment Advisor Phone Number

Investment Advisor Firm Name

Investment Advisor Address

City State / Province / Region

Life Insurance Agent Name

First Last

Life Insurance Email Address

Life Insurance Agent Firm Name

Life Insurance Agent Phone Number

Life Insurance Agent Address

City State / Province / Region

Physician Name

First Last

Physician Email Address

Physician Firm Name

Physician Phone Number

Physician Address

City State / Province / Region

Advisor Name

First Last

Advisor Email Address

Advisor Firm Name

Advisor Phone Number

Advisor Address

City State / Province / Region

Additional Information

Please list any specific goals, concerns, or questions that you currently have with respect to the estate planning process:

Hidden

New Client Estate Planning | Onboarding Questionnaire — Single

Confidential Estate Planning Information

Prefer to Work on this Form Offline? Print and Complete the Appropriate Form:

Contact Information

Your Personal Information

Marital Status

Parental Status

Information Regarding Your Children

Your Individual Financial Summary — Assets

Your Individual Financial Summary — Debts

Your Retirement Plan Account Information

Your Closely Held Business Information

Your Life Insurance Information

Additional Questions for You

Your Other Advisors

Additional Information

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