Barouti Law : Estate Analysis Form


I. CLIENT INFORMATION

Are You a United States citizen ? (Yes/No)
Client
Spouse

II. BENEFICIARIES

A. Children of this Marriage if married; or all children if single (including adopted and deceased children)

B. Husband's children from prior marriage, if any.
Divorce
Death


C. Wife's children from prior marriage, if any.
Divorce
Death

D. Is there a possibility of more children?
E. Are your children your primary beneficiaries?
(If not, then list beneficiaries below, Section J)

F. Are your children to receive your estate in EQUAL shares?
(If not, indicate appropriate shares on page 1)
G. Are your children or beneficiaries to receive the estate OUTRIGHT ?
(If not, define distribution in H below)

H. My children or beneficiaries shall not receive the estate outright, but instead shall receive distributions as follows:

I. If a child or beneficiary predeceases you, unless indicated otherwise, that beneficiary's share shall go instead to:

J. If your children are NOT going to be your primary beneficiaries, or if you have no children, then list your primary beneficiaries below and what portion of the estate each beneficiary is to receive.
Client's Beneficiaries

Spouse's Beneficiaries

K. Beneficiaries if the above beneficiaries predecease you:

Spouse's Beneficiaries

L. Ulimate contingent beneficiaries if all of the above beneficiaries predecease you:

Client's Ultimate Beneficiaries

Spouse's Ultimate Beneficiaries


III. TRUSTEES AND FIDUCIARIES

A. INITIAL TRUSTEE(S) AND EXECUTORS:
CLIENT
SPOUSE

B. SUCCESSOR TRUSTEES (and Executors):

C. Guardians of your minor children (Guardian of the Person & Guardian of the Estate):
Client's Will
Spouse's Will

D. Attorneys in Fact for Asset Administration in the event of incapacitation
Attorneys in Fact for Client
Attorneys in Fact for Spouse

E. Attorneys in Fact for Health Care in the event of incapacitation
Attorneys in Fact for Client
Attorneys in Fact for Spouse

IV. TRUST TYPES


A. TYPE OF TRUST (check applicable)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

B. Married Couple Considerations for Decedent's Trust, (for AB, ABC, and QDOT Trust Only)
Check all that apply
Do any of the above terminate at survivor's remarriage ?

V. FINANCIAL STATEMENT


A. BANK ACCOUNTS

Enter Total on Financial Summary Page


B. STOCKS, BONDS, MUTUAL FUNDS & SECURITIES

Enter Total on Financial Summary Page


C. IRA's, TSA's, 401(k)'s AND OTHER QUALIFIED RETIREMENT PLANS

Enter Total on Financial Summary Page


D. PARTNERSHIPS, CORPORATIONS, SOLE PROPRIETORSHIPS AND OTHER INVESTMENTS

Enter Total on Financial Summary Page


E. REAL ESTATE (Copies of the most recent GRANT DEED and PROPERTY TAX BILL for each property are required for proper processsing.)

Enter Total on Financial Summary Page


F. PERSONAL PROPERTY

Enter Total on Financial Summary Page


G. LIFE INSURANCE






Enter Total on Financial Summary Page


H. Have you planned for Pre-memorial Needs ?
I. Do you wish to be cremated ?

VI. FINANCIAL SUMMARY


ASSETS


LIABILITIES



VII. MARITAL PROPERTY CONSIDERATIONS

A. Is all Property considered to be Community Property (marital property owned equally by Husband and Wife?)
B. If not, then please describe any Separate Property (property owned individually by one spouse)

VIII. INCOME ANALYSIS

A. GROSS INCOME (enter in $)


B. EXPENSES (enter in $)



IX. IRREVOCABLE TRUST ANALYSIS


X. CRT ANALYSIS (Charitable Remainder Trust)


XI. QPRT ANALYSIS (Qualified Personal Residence Trust)

F. Term of Years (Choose one)

XII. AMENDMENT OR CODICIL

C. Type of existing Trust
D. If a Married Trust, are both spouses living?
E. If one spouse is deceased, please list the name of the deceased spouse and date of death

XIII. NOTES


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