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Estate Planning, Probate & Family Law | Santa Clara County, CA
info@hirzlawgroup.com
(408) 294-4525
Estate Planning, Probate & Family Law | Santa Clara County, CA
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info@hirzlawgroup.com
(408) 294-4525
Estate Planning Client Form
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Please call (408) 294-4525 if you do not wish to provide your SS # on this form.
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Spouse Information
Are you married or in a registered domestic partnership?
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Full Name
*
First
Last
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Date of Birth
*
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
1
2
3
4
5
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18
19
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21
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28
29
30
31
Year
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2020
2019
2018
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2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
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2003
2002
2001
2000
1999
1998
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1996
1995
1994
1993
1992
1991
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1988
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1984
1983
1982
1981
1980
1979
1978
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1973
1972
1971
1970
1969
1968
1967
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1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
SSN (Optional)
Please call (408) 294-4525 if you do not wish to provide your SS # on this form.
Day Phone
Evening Phone
Email
*
Enter Email
Confirm Email
County of Residence
*
Family Information
Do you have any children?
*
Yes
No
Children
Full Name
DOB
Do you have any grandchildren?
*
Yes
No
Granchildren
Full Name
DOB
Have you or your spouse been married before?
Yes
No
Do you have children from a prior marriage or relationship?
Yes
No
Prior Marriage/Relationship Children
Full Name
DOB
Do you or your spouse have any children who have died leaving children (your grandchildren)?
Yes
No
Names of grandchildren
Full Name
DOB
Does anyone to whom you may be leaving part of your estate require any help or protection in managing money or other property?
Yes
No
Financial Information
Income Producing Assets: Bank accounts, Brokerage accounts, Stocks, Corporate or U.S. Bonds, other. Do not include Pensions, 401(k)s, IRAs or other retirement accounts
Bank Accounts
Financial Institution
Acct #
Name on account
Investment Accounts
Financial Institution
Acct #
Name on account
Stocks, Bonds, etc.
Real Estate and Business
Real Estate and Business:
Physical Address of Property
Purchase Date
Name on Property
Assessors Parcel # (APN)
Deed(s)
Drop files here or
Select files
Max. file size: 32 MB.
Please upload a copies of the deed for the above listed properties if available.
Do you or your spouse have any interest in any business?
Yes
No
Describe
Other Property with Designated Beneficiaries
Do you have IRAs, Vested Pension Plans, Annuities, or other assets that would pass on your death to a particular designated beneficiary?
Other Property with Designated Beneficiaries
Description
Designated Beneficiary
Personal Property
Autos, Recreational Vehicles, Boats, Antiques, Heirlooms, Jewelry, Collections, etc.
Personal Property
Description of Property
In Whose Name?
Finishing Up
Choice of Successor Trustees:
*
Enter up to 3 names
Choice of Healthcare Agent(s)
*
Name
Address
Phone
Enter up to 3 names
Proposed Distribution of Assets:
Phone
This field is for validation purposes and should be left unchanged.
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