Law Office of Chris W. Chong | Chris W. Chong Law Office | Korean Attorney

Estate Planning & Will Information Form

Important Notice: All information provided is strictly confidential and used solely to prepare for your legal consultation. If the information is not accurate and complete, the recommendations we make may not be appropriate for your situation. An attorney will contact you within 1–2 business days of submission.

Testator Information

Personal information of the person making the will

Full Name *

Date of Birth *

Social Security No.

U.S. Citizen?

Yes No

Cell Phone

Work Phone

Email Address *

Street Address

City

State / ZIP Code

Spouse / Partner Information

Spouse / Partner Name

Spouse Date of Birth

Spouse Social Security No.

Spouse U.S. Citizen?

Yes No

Spouse Cell Phone

Spouse Work Phone

Marriage

Have you signed a Premarital Agreement?

Yes No

Have you or your spouse been divorced?

Yes No

Notes (if applicable)

Children

List ALL children including deceased, born out of wedlock, or those you wish to omit

Child's Name Date of Birth Relationship

Is there any reason NOT to treat children equally?

Yes No

Is any child under a disability?

Yes No

Special concerns (advance inheritance, debts, etc.)

Guardian for Minor Children

Guardian Address

Alternate Guardian

Alternate Guardian Address

Personal Representative & Trustee

Executor of your estate and trustee of any trust

Personal Representative (Executor)

The personal representative is responsible for probating your will, paying debts, collecting assets, and settling your estate.

Name

Relationship to You

Address

Alternate Personal Representative

Relationship to You

Alternate Representative Address

Trustee

The trustee manages trust assets for your children or other beneficiaries. Without a trust, children inherit at age 18. You may name an individual, bank, or trust company.

Trustee Name or Institution

Address

Alternate Trustee

Alternate Trustee Address

Financial Advisors & Primary Physician

Accountant

Financial Advisor

Primary Physician

Financial Inventory

Use approximate values. Please bring supporting documents to your appointment.

Assets

Asset	Husband	Wife	Joint
Home
Other Real Estate
Checking Account
Savings Account
Money Market
Automobile
Stocks & Bonds
Business Interest
Life Insurance (Face)
IRA
Pension / 401k
Other Assets

Liabilities

Liability	Husband	Wife	Joint
Home Mortgage
Other Mortgages
Debts to Family
Other Debts

Personal Property of Substantial Value (vehicles, art, jewelry, collectibles, etc.)

Do you have a Safe Deposit Box?

Yes No

Location & Access

Do you expect any inheritance in the near future?

Beneficiary Designations

Life insurance policies and retirement plan beneficiaries

Life Insurance

Policy Name / Number Face Value Insured Beneficiary

Retirement Plans (IRA, 401k, etc.) — Value & Beneficiary

Does your retirement plan have a death benefit?

Yes No

Death Benefit Beneficiary

✅

Form Submitted Successfully

Thank you for providing your information.
An attorney will contact you within 1–2 business days.