Fill and Sign the Any Other Domicile Form

- 1 - ESTATE PLANNING QUESTIONNAIRE FOR: DATE: PERSONAL INFORMATION Name Birth date U.S. Citizen Principal Residence Any other Domicile: Domicile in community property states(s) (if ever): Birthplace: Social Security Number Dates of such domicile Community property acquired Business or profession Still: Active Retired Current marital status Single Married Widowed Divorced Prior Marriages (if any) Name of former spouse(s) Name and ages of children of prior marriages How and when prior marriage(s) ended: (if divorce, get copies of any agreements and decrees)
How, where, with whom, dates, number of children or children of prior marriage(s) date of divorce: name of previous spouse(s): how, in what state in which prior marriage took place: if any prior to separation or divorce, get copies of any documents (if any) date(s) of current marriage: name(s) of prior spouses or former spouses: ages or dates of marriage: how was marriage entered into: in what state in which marriage took place: if prior to separation or divorce, get copies of any documents (if any) the above questions cover: social security number (ssn) any other information for estate planning in texas in many states, such additional information might be necessary. Here are some questions to ask when planning for your estate. Is there your social security number and/or if not, get it? This is important to include for purposes of estate taxes. How old were the people involved in the relationship? Do you have letters, photos, birth records or other physical evidence confirming the relationship? How were the deaths of the individuals involved? What is the community property laws regarding the property involved (land, cars, boats, etc.) and how they relate to your estate plan? What are your intentions regarding the community or non-community property? What is the value of the property involved? What is your expectation from your property (land, cars, boats, etc.) or your estate plan? What are the conditions of the non-community or non-community property? Does the property involve: land cars, boats, estate plan retirement plan how were the persons involved in the relationship related (spouse, domestic partner)? how many people were involved in the relationship? How long have they been together? what are their age and date of marriage/cohabitation/common law? What is their marital status? are they single, married, divorced, widowed, or separated by divorce? What is their race, ethnic origin, religion (if any), sex? If they are an unmarried or not-yet married man/woman, what is their current number.