Name(s) and Age(s) of Your Child/Children (if any)

If any of your children are adopted, please briefly describe the status of the adoption.

Name(s) of Deceased Children (if any)

Name(s) of Grandchild/Grandchildren (if any)

Identify All Community Property Owned

Community Property is property owned jointly between married individuals.

Identify All Separate Property Owned By You

Separate Property is property that you own individually, apart from Community Property.

Identify All Separate Property Owned By Your Spouse or Partner

Identify Life Insurance Policies, the Amounts, and the Beneficiaries (for each, if any)

If none, type "N/A".

List All Existing Bank Accounts, the Type of Account, the Name(s) of the Owner(s), and the Approximate Balance(s)

Be as thorough as possible.

List All Existing Investment Accounts, the Name(s) of Owners and Beneficiaries, and the Approximate Balance(s)

Be as thorough as possible. If none, type "N/A".

Identify All Real Property (i.e. Land or Buildings) Owned and Provide Copies of All Title Documents

If none, type "N/A". Otherwise, email copies of all title documents to Sharmila Parkman at srp@parkmanfirm.com.

Name Two (2) Successor Trustees, Their Addresses, and Phone Numbers

A successor trustee is someone who looks after your estate upon your death.

Identify Two (2) Executors of Your Will, Their Addresses, and Phone Numbers

The executor is the person responsible for distributing your assets upon death as per your estate plan.

Identify Two (2) Executors of Your Spouse's Will, Their Addresses, and Phone Numbers

Identify the Desired Distribution of All Property Upon Death

Be as thorough as possible.

Identify Special Bequests of Specific Personal Property (if any)

This means any designations of property that isn't real property. If none, type "N/A."

Identify Any Former Wills, Trusts, or Codicils Executed by You or Your Spouse (if any)

Email copies of all former estate planning documents to Sharmila Parkman at srp@parkmanfirm.com.

If You Have Any Questions, Please List Them Here

Estate Planning

Licensed in California