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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Home
About
McAdams News
Radio Show
Resources Center
McAdams 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*
Date Format: 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
Date Format: 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
Date Format: 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

98 Timber Creek Drive Cordova, TN 38018
(877) 578-2226
(901) 737-3883
(901) 755-0420
theteam@mcadamsgroupllc.com

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sound Income Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of states where otherwise legally permitted to conduct business. A franchise of The Retirement Income Store.

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