Fill and Sign the Still 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
The dissolution documents, if unmarried, get copies of any surviving marriage records) names of surviving children of the preceding spouses; if a child(men) of the prior spouse in your household, please explain. (additional questions may be added if appropriate) 2. Family history. You should ask about your family's past and present relationships with the following: a. People and institutions who have contributed to your life. For example, do they have children, grandchildren who may one day look after them, a sister or brother married to someone else, other relatives living with you, and so on. Ask for copies of photographs, marriage certificates, etc. And the dates and places of such family events, such as births, graduations, weddings, birthdays, and funerals. Do this in connection with every person and group in your family tree. B. People and institutions who were involved in your family's formation—or, for example, their relationships with you. When you ask for information about relatives or acquaintances, you should: a. Look carefully at the person who had the most direct relationship to your birth. Sometimes you can tell who was a relative if you learn that the family grew up together, worked together, or lived next door to one another. Examples of relatives: mother - aunt father - uncle cousins born on the same day father-son mother-daughter grandmother-cousin inherited b. Ask to see any letters, reports, or reports he or she has filed. You should also get any other documents that show your connections to the person who had the most direct relationship to your birth. Examples of reports, records, or letters: family book - church membership; divorce judgment; property deeds and deeds of trust; school or college records family history book - school or college grades; divorce records; marriage records; records of medical examinations or births c. Ask for copies of any photographs taken at the time of birth and of any other records that reveal your ancestors or their lives at the time. Do not ask to see the person's fingerprints. These are usually not kept. D. Ask about any previous legal arrangements that you or your ancestors may have had, whether they involved your father or your parents or grandparents, or your grandmother or mother. This is usually indicated by a question such as: