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Step 1 of 8 - Decedents Information

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Please complete the following questionnaire to the best of your abilities. This information is helpful to us so that we may properly plan for you and it will be held in the strictest confidence.
DECEDENT'S INFORMATION
Decedent's Name*
En primer lugar Última
Decedent's Occupation*
Decedent's Social Security Number*
Decedent's Address*
Dirección Dirección Línea 2 Ciudad Estado Código postal
Decedent's Date of Birth*
Month
Day
Año
Decedent's Date of Death*
Month
Day
Año
Decedent's Place of Death*
Decedent's Country of Birth*
Decedent's Marital Status*
Decedent's Divorces*
Decedent's Citizenship*
Predeceased Spouse's Name
En primer lugar Última
Predeceased Spouse's Soc. Sec. No.
Predeceased Spouse's Date of Death
Month
Day
Año
Attach a copy of death certificate
Max. file size: 50 MB.

NOMINATED EXECUTOR/ADMINISTRATOR INFORMATION
Nominated Executor/Administrator's Name*
En primer lugar Última
Relationship*
Nominated Executor/Administrator's Social Security Number
Nominated Executor/Administrator's Address*
Dirección Dirección Línea 2 Ciudad Estado Código postal
Nominated Executor/Administrator's Phone*
Nominated Executor/Administrator's Email*

ASSETS

INMOBILIARIO

Propietario(s)	Ubicación	Valor estimado	Saldo de la hipoteca

Please provide deeds or stock and lease documents where applicable.

Did decedent receive a veteran’s exemption on the residence?
- Sí
- No
Propietario
Leases
Annual Rent
Efectivo en caja

CUENTAS CORRIENTES

Propietario	Name of Bank and Account No.	Date of Death Balance

CUENTAS DE AHORRO

Propietario	Name of Bank and Account No.	Date of Death Balance

CERTIFICADOS DE DEPÓSITO

Propietario	Bank and Account No.	Maturity Date	Date of Death Balance

BONOS DE AHORRO

Propietario	Type of Bond	Date of Death Value

Please provide copies of all savings bonds.

STOCKS AND BONDS: INDIVIDUALLY HELD

Propietario	No. of Shares	Empresa	Date of Death Value

STOCKS AND BONDS: BROKERAGE ACCOUNTS

Propietario	Name of Brokerage and Account No.	Date of Death Value

STOCKS AND BONDS: MUTUAL FUNDS

Propietario	Name and Account No.	Date of Death Value

SEGURO DE VIDA

Company & Policy No.	Face Amount	Cash Value	Loan Amount	Asegurado	Beneficiario

PRESTACIONES DE JUBILACIÓN: PENSION

Propietario	Company and Account No.	Beneficiario	Date of Death Value

RETIRMENT BENEFITS: PROFIT SHARING

Propietario	Company and Account No.	Beneficiario	Valor

PRESTACIONES DE JUBILACIÓN: CUENTAS INDIVIDUALES

Propietario	Company and Account No.	Beneficiario	Valor

Are there any pension benefits continuing for the spouse or someone else?
- Sí
- No
Additional information about retirement benefits

HIPOTECAS, PAGARÉS Y ANUALIDADES

Description of Asset	Valor

BIENES PERSONALES TANGIBLES

Ubicación	Valor

AUTOMÓVILES

Ubicación	Valor

CAJAS DE SEGURIDAD

Ubicación	Contenido	Valor estimado

VARIOS (es decir, intereses comerciales, derechos sobre la madera, multipropiedad, etc.)
Indique valores estimados.

PASIVO

FUNERAL EXPENSES

A quién	Importe

DEBTS

A quién	Importe

MORTGAGES AND LIENS

A quién	Importe

Any comments

RESUMEN DE LOS VALORES DE LOS ACTIVOS
INMOBILIARIO
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
EFECTIVO
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
CUENTAS CORRIENTES
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
CUENTAS DE AHORRO
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
CD(s)
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
BONOS DE AHORRO
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
ACCIONES Y BONOS
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
INDIVIDUALMENTE
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
BROKERAGE
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
FONDOS MUTUOS
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
SEGURO DE VIDA
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
PRESTACIONES DE JUBILACIÓN
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
PENSION
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
PROFIT SHARING
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
CUENTAS IRA
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
MORTGAGES, NOTES & ANNUITIES
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
BIENES PERSONALES
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
VARIOS
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
TOTAL ESTATE ASSETS
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)

RESUMEN DE LOS VALORES DEL PASIVO
DEBTS
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
MORTGAGE PAYABLE
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
TOTAL PASIVO
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)
NET ESTATE
Decedent's Name
Joint Name with Spouse
Joint Name (other than spouse)

Cuestionario sobre la administración de fincas

Step 1 of 8 - Decedents Information

DECEDENT'S INFORMATION

NOMINATED EXECUTOR/ADMINISTRATOR INFORMATION

INFORMACIÓN GENERAL

TAX RETURNS

ASSETS

PASIVO

RESUMEN DE LOS VALORES DE LOS ACTIVOS

INMOBILIARIO

EFECTIVO

CUENTAS CORRIENTES

CUENTAS DE AHORRO

CD(s)

BONOS DE AHORRO

ACCIONES Y BONOS

INDIVIDUALMENTE

BROKERAGE

FONDOS MUTUOS

SEGURO DE VIDA

PRESTACIONES DE JUBILACIÓN

PENSION

PROFIT SHARING

CUENTAS IRA

MORTGAGES, NOTES & ANNUITIES

BIENES PERSONALES

VARIOS

TOTAL ESTATE ASSETS

RESUMEN DE LOS VALORES DEL PASIVO

DEBTS

MORTGAGE PAYABLE

TOTAL PASIVO

NET ESTATE

ATTORNEY ADVERTISING & DISCLAIMERS

Folletos informativos

Guías de planificación gratuitas

Nombre	Dirección	Teléfono	Relationship	Soc. Sec. No.