Onboarding Estate Planning Questionnaire | New Mexico Financial & Family Law

Marital Status(Required)

Definitions:

Disinherit- Any persons related to you that you do not wish to leave any property, assets, or monies upon your death.
Disability Trustee- Other than your spouse (if applicable), if you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your property and assets?
Guardian for Minor Children- If you have any children under the age of 18, list in order of preference who you wish to be guardian (physical guardian and financial guardian can be two different people if you choose).
Trustee- Other than your spouse (if applicable), after your death, who do you want to carry out your instructions, for distribution to and, if desired, management of property for your beneficiaries?
Power of Attorney (Financial Agent): Other than your spouse (if applicable), if you were unable to make financial decisions for yourself, who would you want to make those decisions for you?
Power of attorney (Medical Agent)- Other than your spouse (if applicable), if you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your medical treatment?

Name(Required)

First Last

Date of Birth(Required)

Social Security Number(Required)

Email(Required)

Spouse A

Name(Required)

First Last

Date of Birth(Required)

Social Security Number(Required)

Email(Required)

Spouse B

Name(Required)

First Last

Date of Birth(Required)

Social Security Number(Required)

Email(Required)

Section 1: Property Information

Instructions for completing the Property Information Checklist

Please use the following "owner" designations:

A= Spouse A alone owns the property
B= Spouse B alone owns the property
AB= Spouse A and Spouse B own the property jointly
AO= The property is owned in Joint Tenancy by Spouse A and someone other than Spouse B
BO= The property is owned in Joint Tenancy by Spouse B and someone other than Spouse A
?= If you do not know how the property is owned

Instructions for completing the Property Information Checklist

Please use the following "owner" designations:

C= CLIENT (you) alone own the property
JT= Client (you) alone own the property in JOINT TENANCY with someone
?= If you do not know how the property is owned

What assets do you own?(Required)

Real Property

Any interest in real estate including your family residence, vacation home, timeshare, vacant land, etc.

List all Real Property(Required)

General Description and/or Address

Owner

Market Value

Loan Balance

Total Market Value of All Real Property

Add the market value of all real property listed

Total Loan Balance of All Real Property

Add the loan balance of all real property listed

Furniture & Personal Effects

List separately only major personal effects such as jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.).

List of Furniture & Personal Effects(Required)

Type or Description

Owner

Market Value

Total Market Value of All Furniture & Personal Effects

Add the market value of all furniture & personal effects listed

Total Loan Balance of All Furniture & Personal Effects

Add the loan balance of all furniture & personal effects listed

Automobiles, Boats, & RVs

For each motor vehicle, boat, RV, etc. please list the following: description, how titled, market value and encumbrance:

List of all Motor Vehicles(Required)

Description

Owner

Market Value

Loan Balance

Encumbrance

Bank Accounts

Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRAs or 401(k)s here

List of All Bank Accounts(Required)

Name of Financial Institution

Account Number

Type

Owner

Amount

Total Amount in All Bank Accounts

Note: If Account is in your name (or your spouse’s name) for the benefit of a minor, please specify and give minor’s name.

Stocks & Bonds

List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account.

List of All Stocks & Bonds(Required)

Stocks, Bonds, or Investment Account

Account Number

Type

Owner

Value

Total Value of All Stocks & Bonds

Life Insurance Policies & Annuities

Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.

List of All Life Insurance Policies & Annuities(Required)

Company

Type

Additional Information

Value

Total Value of All Life Insurance Policies & Annuities

Retirement Plans

Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.

List of All Retirement Plans(Required)

Financial Institution

Type

Additional Information

Current Value

Total Current Value of All Retirement Plans

Business Interests

General and Limited Partnerships, Sole Proprietorships, privately-owned corporations, professional corporations, oil interests, farm, and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership in the interests, and the estimated value of the interests.

List of All Business Interests(Required)

Company

Type

Your % of Ownership

Estimated Value of Your Interest

Total Estimated Value of Interest of all Business Interests

Money Owed to You

Mortgages or promissory notes payable to you, or other moneys owed to you.

List of All Money Owed to You(Required)

Name of Debtor

Date of Note

Maturity Date

Owed to

Current Balance

Total Balance of all Money Owed to You

Anticipated Inheritance, Gift, or Lawsuit Judgement

Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgment in a lawsuit. Describe in appropriate detail.

List of All Anticipated Inheritance, Gift, and Lawsuit Judgements(Required)

Description

Value

Total Value of All Anticipated Inheritance, Gifts, and Lawsuit Judgements

Other Assets

Other property is any property that you have that does not fit into any listed category.

List of All Other Assets(Required)

Type

Owner

Value

Total Value of all Other Assets

Section 2: Design Information

Below, please list:

Children;
Family members or non-family members (including charities) you wish to leave any property, assets, monies upon your death;
Family members you do NOT wish to leave any property, assets, or monies upon your death (Disinherit);
Persons who you would like to designate as any of the following: Disability Trustee, Guardian for Minor Children, Trustee, Power of Attorney (Financial Agent), Power of Attorney (Medical Agent).

List EVERYBODY mentioned above:(Required)

Name

Address

Relationship

Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures?(Required)

Yes

Other

Do you want to provide that your organs and tissues should be made available for transplant purposes?(Required)

Yes

Other

Does Spouse A want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures?(Required)

Yes

Other

Do you want to provide that the moment of your death not be unnecessarily prolonged by artificial means or measures?(Required)

Spouse B

Yes

Other

Does Spouse A want to provide that your organs and tissues should be made available for transplant purposes?(Required)

Yes

Other

Does Spouse B want to provide that your organs and tissues should be made available for transplant purposes?(Required)

Yes

Other

Do you want to authorize your Medical Agent to take whatever steps are necessary to keep you in a personal residence rather than nursing home?(Required)

Yes

Other

Does Spouse A want to authorize your Medical Agent to take whatever steps are necessary to keep you in a personal residence rather than nursing home?(Required)

Yes

Other

Does Spouse B want to authorize your Medical Agent to take whatever steps are necessary to keep you in a personal residence rather than nursing home?(Required)

Yes

Other

Do you want to provide that upon certification by 2 physicians of need for psychological or substance treatment, Medical Agent may arrange for voluntary admission?(Required)

Yes

Other

Does Spouse A want to provide that upon certification by 2 physicians of need for psychological or substance treatment, Medical Agent may arrange for voluntary admission?(Required)

Yes

Other

Does Spouse B want to provide that upon certification by 2 physicians of need for psychological or substance treatment, Medical Agent may arrange for voluntary admission?(Required)

Yes

Other

OTHER ITEMS TO INCLUDE OR DISCUSS:

Obviously your estate plan should address all your hopes, fears, and wishes. Please list any other items you want included or want to discuss:

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