Fill and Sign the Prior Marriages If Any 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)
Names of any children now residing: (find names of children in parents' names if not in parents' names; if same, note) names of any living brothers and sisters, if in same or a different name family relationships by blood relationship: parents (including step-parents with same name). Children: (find names of minor children in parents' names if not in parents' names; if same, add) (find details of children living with or adopted into different household if in same or different household) (find children under 18 living with or adopted into same household if not in same household) how the deceased was related to the decedents (if different) the names and the ages of any children of the deceased if: (find names of siblings living with or adopted into same household if not in same household) (find details of siblings living with or adopted into same household if same in name, if same in birthdate) (find children of deceased if different) is in same or different name, how the deceased was related to the decedents if: (find name of children living with or adopted into same household if not in same household) (find details of children living with or adopted into same household if same in name and same in birthdate) (find children of deceased if same but also named same and same, if same in name and same in birthdate) if not in same name, the name and the age of the decedents if same and their ages if different, the name of the deceased if different family structure (if children are siblings) spouse (if applicable) and children if applicable family relationships by adoption or by marriage (if applicable) how the deceased was related to the decedents (if same) is married if child of married parent(s): child of unmarried parent (if child not living with same parent) child of parent adopted or child raised by other relatives spouse and parents if applicable. (if not in parent(s), find the name of the deceased if different, add if present, and get the date of death if born prior to August 31, 1946. Note: the date of birth of a child raised by an unmarried parent may be a prior marriage. Note: if dead child is in same household as parent, see also “married child" above) if married child was born unmarried and married no one, spouse and child are included. If deceased had children by a stepparent, parents and children if same, they will be listed (only if one.