Maine Life Documents Planning Package

Maine Life Documents Planning Package - Information Gathering

This form is designed to help you gather the necessary information to prepare your Maine Life Documents Planning Package. Please fill out the sections below to the best of your ability.

I. Personal Information

Full Legal Name:

Date of Birth:

Current Address:

Phone Number:

Email Address:

II. Family Information

Marital Status:

Spouse's Full Name (if applicable):

Children's Names and Dates of Birth:

Other Dependents (if any):

III. Estate Planning & Financial Overview

Proposed Executor/Personal Representative Name:

Alternate Executor Name:

Proposed Guardian for Minor Children (if applicable):

Total Estimated Assets:

Total Estimated Liabilities:

Bank Accounts:

Investment Accounts:

Real Estate Properties:

Life Insurance Policies:

Other Significant Assets:

IV. Health Care Preferences

Proposed Health Care Agent Name:

Alternate Health Care Agent Name:

Primary Physician Name:

V. Document Inventory & Location

Location of Important Legal Documents:

Who knows about these locations?

I acknowledge that the information provided herein is for planning purposes and does not constitute legal advice. I understand that I should consult with an attorney for specific legal guidance.

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