Estate Planning Contact Form

Like it or not each day of our lives we get older. If you need extended nursing home care, you will want to ensure that the assets you have spent a lifetime accumulating will not suddenly disappear. Your home and other assets will need to be protected for your surviving family members. The court will appoint a stranger to act as your conservator or guardian in the event you have not previously chosen one. These are issues over which you have control, and consulting with an estate planning attorney will allow you to plan for your future.

Answers to Your Estate Planning Questions

If you are about to go through the estate planning process, make sure you understand your full range of options. An experienced attorney can guide you through the process. At the Maryville law offices of Costner and Greene, we will answer any questions you may have and make sure you have access to the information you need to make the right decisions for your family.

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Estate Planning Contact Form

Name

Email Address

Phone Number

Date of Birth

U.S. Citizen?
Yes No

Spouse Name

Date of Birth

U.S. Citizen?
Yes No

Address

County

City

State

Zip

State of Residence

What is your marital status?

Have you or your spouse ever been divorced?
Yes No

For whom do you want to provide in your Will or Trust?

If you have children, do you wish to treat all of your children equally?
Yes No

After your death, at what age do you want distribution to your children, if not immediately?

If you have grandchildren, do you wish to leave a specific amount of money or a percentage of your estate to your grandchildren?
Yes No

If so, how much and to whom?

At what age, if not immediately?

Do you want to leave a specific amount of money or other assets to any charity?
Yes No

If so, how much?

Name and Address of Charity

Assets

I own the following real estate (provide address/addresses)

Legal description

This property is held as follows

I have debt on this real estate with the following lender(s):

Name

Address

Telephone

Name

Address

Telephone

Asset Value

Personal Property
Checking	$
Savings	$
Cash	$
Bonds	$
Stocks	$
CD's	$
Household Goods/Furnishings	$
Automobile	$
Other (list)	$
Real Estate
Home	$
Vacation Home	$
Rental Property	$
Land	$
Outstanding Debts
Mortgage	$
Automobile	$
Credit Cards	$
Medical Expenses	$
Other	$

How did you out about find us?

If somebody referred you to us, who was it?

Special Concerns

Asset protection concerns

Elder law, Medicaid or Nursing Home concerns

Special needs of family members or other beneficiaries

Pending lawsuits

Pending divorce

Desire to disinherit a family member

Other concerns

DISCLAIMER: This site and any information contained herein are intended for informational purposes only and should not be construed as legal advice. Seek competent legal counsel for advice on any legal matter.

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