California Estate Planning, Wills & Trusts
Forms for Prospective Clients
Personal Questionnaire
Financial Questionnaire

The Law Offices of Laurie Shigekuni
 

Office Locations::


2555 Ocean Avenue
Suite 202
San Francisco, CA 94132

225 S. Lake Ave.

Suite 300

Pasadena, CA 91101

 
Contact Information

Ph:   (415) 584-4550

        (800) 417-5250

Fax:  (415) 584-4553

contact@calestate
planning.com

Forms for Prospective Clients
 
This page contains links to two of our questionnaires to prospective clients, plus some other materials that may help clients and other readers.
The first form is a personal questionnaire that will provide us with essential information for drafting your estate planning documents. The second form is a financial questionnaire that will provide us with an overview of your assets that will help us determine what types of estate plan will best meet your needs. The Digital E-List form is offered as an aid to organizing passwords and other important information so they can be passed down for use by your estate administrator. As discussed in our October 2013 article if you create such a list you should make a careful, definite plan for keeping it safe and making it accessible only to people you choose.
 
Forms


Download Personal Questionnaire (PDF)

Download Financial Questionnaire (PDF)

Download Digital Inheritance Chart (PDF)

Download Digital Inheritance Chart (DOC)

 

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Legal Disclaimer: The information on this Web site is intended to be used as general information only. Nothing on this Web site constitutes specific legal advice. You should always speak with an attorney first before engaging in any estate planning. In compliance with the requirements of IRS Circular 230, we further inform you that any writing about tax law on this Web site is not intended to be used, or can it be used, to avoid penalties that may be imposed under the Internal Revenue Code.
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