CONFIDENTIAL
QUESTIONNAIRE


I.PERSONAL INFORMATION:

Husband (legal name):________________________________________________________________

Assumed or other names: ______________________________________________________________

Date of Birth: _______________________________________________________________________

Date of Death if Deceased:_____________________________________________________________

Home Telephone:____________________________________________________________________

Facsimile: _________________________________________________________________________

Email:_____________________________________________________________________________

Business Telephone:__________________________________________________________________


Wife (legal name):___________________________________________________________________

Assumed or other names:______________________________________________________________

Date of Birth:_______________________________________________________________________

Date of Death if Deceased:_____________________________________________________________

Home Telephone:____________________________________________________________________

Facsimile: _________________________________________________________________________

Email:____________________________________________________________________________

Business Telephone:_________________________________________________________________


Permanent Residence:

Address:__________________________________________________________________________

_____________________________________________________________________________________

Are you a U.S. Citizen?Husband __ YES __ NOWife __ YES __ NO

If no, country of citizenship:

Husband:_______________________________________________________

Wife:__________________________________________________________


Name (address and telephone numbers if not living with you) and birth dates of your children:

1.Child’s Full Name:____________________________________________________________

Address/Telephone (if applicable):______________________________________________________
MALE __  FEMALE __  Date of Birth: __________________________________________
Child of:__ HUSBAND__ WIFE__ BOTH

2.Child’s Full Name: ____________________________________________________________

Address/Telephone (if applicable):______________________________________________________
MALE __  FEMALE __Date of Birth: _______________________________________
Child of:__ HUSBAND__ WIFE__ BOTH

3.Chilt's Full Name: ____________________________________________________________

Address/Telephone (if applicable):______________________________________________________
MALE __  FEMALE __Date of Birth: _______________________________________
Child of:__ HUSBAND__ WIFE__ BOTH


Deceased Children:

1.Child’s Full Name: ____________________________________________________________


Date of Death:____________________________________________________________________
Any living issue of this child?0 YES0 NO

2.Child’s Full Name: ____________________________________________________________

Date of Death:_____________________________________________________________________
Any living issue of this child?0 YES0 NO



II.PROFESSIONAL ADVISORS:

Please list names, addresses and telephone numbers of the following professional advisors, if applicable:

Your Accountant:__________________________________________________________________

____________________________________________________________________________________


Your Financial Planner/Stockbroker: __________________________________________________

____________________________________________________________________________________



III. EXISTING DOCUMENTS:

Have you previously executed any of the documents listed below?  If so, please provide me with a copy.

Will(s): __ YES __ NO

Trust(s): __ YES __ NO

Durable Power(s) of Attorney:

General: __ YES __ NO

Health Care: __ YES __ NO

Community Property Agreement(s): __ YES __ NO

Marital Property Agreement(s): __ YES __ NO

Buy Sell Agreement(s): __ YES __ NO



IV.DESIGNING YOUR ESTATE PLAN:

Disposition Upon Death:

Desired disposition of your property upon your death and/or your spouse’s death:

If Married:

All to your spouse on your death:__ YES __ NO

Transfer to your spouse:__ Outright__ In Trust

To your children in equal shares on your spouse’s death: __ YES __ NO

If not married:

To your children in equal shares: __ YES __ NO

To the extent the above does not apply, to whom do you wish to leave your property and in what proportions?  (Please list full names and either address or relationship to you)

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________


Distribution to Children:
When should your children receive their distributions?

Outright, free of trust, on your death: __ YES __ NO

Outright, free of trust, on your spouse’s death: __ YES __ NO

If not outright, please provide age(s) of distribution and the fractional or percentage interest of each child’s share to be distributed at specified age(s):

FOR EXAMPLE:Age 251/3 of share

    Age 302/3 of share

    Age 35Remainder of share

YOUR WISHES:Age: _____Fractional or % Interest of Share:  __________

   Age: _____Fractional or % Interest of Share:  __________

   Age: _____Fractional or % Interest of Share:  __________


If a child or children of yours predecease you:

Would you like their issue (your grandchildren) to receive your child’s distribution?
__ YES __ NO

If YES, same manner as child (outright or at same ages listed above)?
__ YES __ NO

Disposition of Residue of Estate:
Desired disposition of estate in the event husband, wife and issue (children and grandchildren) die simultaneously:

1.__Your heirs (determined by California law)
2.__Specific named individual(s) (other than your heirs generally)
3.__A specific charity

If you choose 2 or 3, above, please provide full name(s) and address(es) of specific individual(s) or charity:

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

Successor Trustee; Executor; Agent under Durable Power of Attorney:

Name, relationship (and address if needed) of Successor Trustees, Executors, and Agents under Durable Power of Attorney (who will serve in the following order):

1.________________________________________________________________________________

2.________________________________________________________________________________

3.________________________________________________________________________________


Guardian Provisions:

Do you have any minor children?

__ YES __ NO   If YES, are the Guardians the same as Executors?;

If not:  Name, relationship or address of Guardians (indicate if different between spouses).

Indicate order of preference (indicate if you desire a couple to serve as co-guardian) :

1._______________________________________________________________________________

2._______________________________________________________________________________

3._______________________________________________________________________________



V.SPECIFIC SITUATIONS:

Separate Property After Marriage:
Have either of you or your spouse received any real  or personal property since the date of your marriage by gift, bequest, devise or inheritance, or as proceeds of life insurance on the life of another, as surviving joint tenant, or as a beneficiary of a trust?  If so, please list the asset and date of acquisition:

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________


Children’s Special Needs:

Do any of your children have special needs that you would like to address in your estate plan?
__ YES __ NOIf YES, briefly describe nature of special need(s):

____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________


Disinheritance:

Do you wish to specifically disinherit an individual or group of people?__ YES __ NO

If yes, please list their full names, relationships, addresses and telephone numbers.  You may provide a brief explanation if you wish.

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________



VI.REAL PROPERTY IN CALIFORNIA:

Please send us the property address and Assessor’s Parcel Number (APN) for all real property (including any timeshares, rental property or farmland) that you own as individuals (not as a general or limited partner).


VII.BUSINESSES, PARTNERSHIPS AND JOINT VENTURES:

Please send us the name and address, and exact titling of ownership, for all businesses and partnerships in which you own an interest.


VIII.OBJECTIVES NOT ADDRESSED ABOVE:

_____________________________________________________________________________________

_____________________________________________________________________________________

____________________________________________________________________________________

3150 Crow Canyon Place, Suite 250
San Ramon, CA 94583  925-806-9008
email: atr@ratcliffelaw.com
ratcliffelaw.com