Virginia Virtual Law Office - Timothy Anderson
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INSTRUCTIONS:  This form spans 5 pages, required fields are marked with an (R).  At the end of the form you will have the opportunity to review and edit all of the information you provided on the form.  While working on the form, you may go back to previous pages by using the back button at the bottom of the form, however answers on the page you are currently working on when you click the back button will NOT be saved and you will need to re-enter the information, therefore I highly recommend that you complete the entire form, then review and edit your answers.  You may NOT stop part way through the form and come back to it later as your information will NOT be saved for you.  Should you click any links on the form page, the linked page will open in a new window.  Simply close that window to return to the form where you left off.  Clicking a link from the form will not cause your information to be deleted.

You will have the opportunity to schedule an appointment with me for a real-time Internet chat or phone call to discuss your case after you have completed the form.

If you do not have time to fill this form out completely now, please complete the General Response Form and I will contact you about your case.

WILL/ESTATE PLANNING DATA SHEET

(R) Last Name:   (R) First Name: Middle:
Last Name:   First Name:   Middle:
(R) E-Mail Address:
(R) Address:   
(R) City:
  
(R) State:
  
(R) Zip Code:
  
(R) Telephone Number:  (H)     (W)

Please have the following documents available to you when filling this form out and during our consultation (check those which apply):

 Existing Wills or Trust Agreements
Life Insurance Policies
Divorce Decrees and Property Settlement Agreements
Deeds and Lease Agreements for Real Estate
Employee Benefit and Retirement Plans
Corporation Documents and Shareholder Agreements
Partnership Agreements
Deeds of Trust and Notes for Money Owed to You
Last Year's Income Tax Returns
Gift Tax Returns
Any Other Information That Might Be Important
I. CHILDREN
Child One Name:      Birth Date:
Child's Spouse:       Minor Children? Yes No
City:   State:
Is this child from a prior marriage? Yes No     Is this child adopted:  Yes No
Child Two Name:      Birth Date:
Child's Spouse:       Minor Children? Yes No
City:   State:
Is this child from a prior marriage? Yes No     Is this child adopted:  Yes No
Child Three Name:      Birth Date:
Child's Spouse:       Minor Children? Yes No
City:   State:
Is this child from a prior marriage? Yes No     Is this child adopted:  Yes No
Child Four Name:      Birth Date:
Child's Spouse:       Minor Children? Yes No
City:   State:
Is this child from a prior marriage? Yes No     Is this child adopted:  Yes No
Child Five Name:      Birth Date:
Child's Spouse:       Minor Children? Yes No
City:   State:
Is this child from a prior marriage? Yes No     Is this child adopted:  Yes No
If you have more than 5 children, please check the following box and our office will contact you for the details
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