Personalized Counseling and Estate Planning for You and Your Loved Ones
2727 McRae Road
N. Chesterfield, VA 23235
Phone: 804.272.1491
Fax: 804.272.3317
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Estate Planning Questionnaire

Note: This form may take a while to complete, and once you begin you will not be able to come back to it or save it if you navigate away from this page. You must submit the form at the end or we will not recieve it.

Client





Spouse





Contact Information






Other Advisors


The attorneys at The Reynolds Law Group look forward to working in cooperation with your current team of advisors. We will contact them regarding your matters only with your authorization.



Children and Other Beneficiaries












Naming Your Agents & Representatives


The General Power of Attorney grants your Agent the power to act on your behalf (as if he or she were you) in order to manage your financial affairs and pay your bills. This is particularly important if you become incapacitated or if for any other reason you are unable to sign your name.







This agent has specific powers to consult with your health care providers and make health care decisions for you when you are unable.








Please provide your nominees for individuals to be named as guardian(s) of your minor or incapacitated children.




This release authorizes the hospital or other medical providers to release information or records to certain family members or others you designate.






The Executor, also known as the Personal Representative, is the person named in a will to handle to property of someone who has died. The Executor collects the probate property, pays debts and taxes, and then distributes what is left, as specified in the will. The Executor also handles any probate court proceedings (if needed), submits required reports, and notifies people and organizations of the death.








A Trustee’s purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. A Trustee has complete control over the assets in the trust. Usually, you are the TRUSTEE of your own revocable living trust, ensuring that during your lifetime you retain complete control over the assets in the trust. You can change, amend or revoke your revocable living trust at any time during your lifetime. A husband and wife usually serve as CO-TRUSTEE. You will also need to name a SUCCESSOR TRUSTEE who takes control over your trust at the death or incapacity of the initial TRUSTEE.








Market Value and Ownership of Assets and Liabilities

Effective estate planning requires an understanding of your approximate net worth. This worksheet may help you summarize your finances. Your attorney will consider this information, along with information about your planning goals and special circumstances to help identify the planning strategy best for you.


Questions for You