Estate Planning Questionnaire – McAdams Group, LLC.

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(877) 578-2226

(901) 737-3883

98 Timber Creek Drive

Cordova, TN 38018

Mon-Fri 8:00-5:00 CST

Saturday & Sunday CLOSED

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Search for:

Home
About
News
Radio Show
Resources Center
Events
- Calendar
- Request Event Information
Tax Center

Mon-Fri 8:00-5:00 CST

Saturday & Sunday CLOSED

(877) 578-2226

(901) 737-3883

98 Timber Creek Drive

Cordova, TN 38018

REQUEST A CONSULTATION

Estate Planning Questionnaire

Home Estate Planning Questionnaire

Step 1 of 5

20%

Please check each box below that describes the purpose for your visit.*
- To have my/our existing estate plan reviewed
- To reduce/eliminate taxes
- To protect my/our assets from lawsuits and future judgements creditors
- To Learn about Estate Planning
- To reduce/eliminate capital gains taxes
- To protect my/our children’s inheritance from divorce and creditors
- To have a Will prepared
- To protect my/our IRA’s or other retirement plans from excessive taxes
- To protect my/our grandchildren’s inheritance from divorce and creditors
- To have a Trust prepared
- To reduce/eliminate the cost of Probate
- To start a gift program to children, grandchildren or others

Your Name
First Last
U.S. Citizen?*
- Yes
- No
Your Social Security Number*
Your Date of Birth*
MM slash DD slash YYYY
Your health?*
- Good
- Fair
- Poor
Your Email*
Your Phone Number*
Current Occupation: If retired, from what?*
Married?*
- Yes
- No
Spouse's Name
First Last
Spouse U.S. Citizen?*
- Yes
- No
Spouse's Social Security Number*
Spouse's Date of Birth
MM slash DD slash YYYY
Spouse's Health?*
- Good
- Fair
- Poor
Spouse's Email
Spouse's Phone Number
Spouse's Current Occupation? If retired, from what?
Date of Marriage
MM slash DD slash YYYY
Address*
Street Address Address Line 2 City State ZIP Code

Your Children, if any, or other potential beneficiaries
List
Legal Name Child's Parent (Husband,Wife,Both) Date of Birth Age M / F If married, spouse name If child has children, how many
Who referred you to us?
Referrer Name
Referrer Firm
Referrer Phone Number

Your Advisors, In case we need to consult with them.
Certified Public Accountant
CPA Name
CPA Firm
CPA Phone
Financial Consultant
Consultant Name
Consultant Firm
Consultant Phone Number
Life Insurance Professional
Professional's Name
Professional's Firm
Professional's Phone Number
Attorney
Attorney Name
Attorney Firm
Attorney Phone Number

Your Assets
Please provide us with an estimate of the value of your assets, or estate, by completing the following schedule. For life insurance policies, please provide the death benefit or the face value, whichever is greater (NOT THE CASH VALUE). For all other assets use your best estimate of each assets fair market value, disregarding what you paid for the asset or what it was worth when you inherited it.
Example assets we'd like you to include:
- Personal Residence
- Other Real Estate
- IRA’s, 401(K)s, & Other Retirement Plan Accounts
- Annuities
- Life Insurance Policies
- Business Interests (Sole Proprietorships, C- Corps, S-Corps, LLC’s & Partnerships)
- Brokerage Accounts
- Stocks (Individually Held)
- Bonds (Individually Held)
- Cash Accounts (Checking, Savings & CD’s)
- Money Owed to You (Notes Receivable)
- Vehicles
- Household Goods & Other Personal Property
- Other Assets or Debts
Assets List
Asset Type Value in your name Value in spouse's name Value in joint name Amount of debt on asset

Press the "+" on the right to add another row.
Total Net Estate Value
(Total Value - Total Debt on Assets) = Total Net Estate Value

Sound Income Strategies,LLC

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McAdams Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McAdams Group, LLC and Sound Income Strategies LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities. © 2020 Sound Income Strategies