appendix a estate planning checklist（附录a遗产规划清单）.pdf

Appendix A ESTATE PLANNING CHECKLIST This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks. ESTATE PLANNING REVIEW FOR The purpose of this questionnaire Your lawyer will use the information you provide in this questionnaire: 1. To help you organize personal and financial information so that you can assess your current estate plans and evaluate whether changes are desired or required. 2. To provide your estate planning attorney with the information needed to make a similar analysis. 3. To help you evaluate your lawyers estate planning recommendations. The estate plan is your plan, not your lawyers, and you must be satisfied that it is workable. The information you provide must be as accurate as possible. If you are uncertain about exact information, tell your lawyer that and give your best assessment. If your lawyer believes that exact information is required, he or she will ask you to be more precise. You may provide as much or as little -1- information as you want. We recognize that this questionnaire is a fairly intrusive document. Keep in mind, however, that the more complete the information is, the better it will equip you and your lawyer throughout the planning process to come up with the best possible estate planning alternatives. Your information will be kept confidential by your lawyer unless you authorize or request its release to others. PERSONAL AND FAMILY INFORMATION State the names requested below exactly as you want them to appear in your will and other estate planning docu